Private Clients Associate

About the role

The Private Clients Practice Group is seeking an associate with 3‑8 years’ experience to join its growing team. The associate will work with high net worth individuals, trusts, partnerships, limited liability companies and corporations on estate, income and gift tax planning matters, as well as trust and estate administration, helping to develop and implement practical planning solutions that protect clients, minimize taxes, and preserve business and wealth across generations.

Responsibilities

• Represent high net worth individuals, trusts, partnerships, limited liability companies and corporations regarding estate, income and gift tax planning matters.
• Provide support with trust and estate administration.
• Develop and implement practical planning solutions to protect clients, minimize taxes, and preserve business and wealth through multiple generations.

Requirements

• 3‑8 years’ of relevant experience in private client, estate, tax, or trust work.
• Experience representing high net worth clients in estate, income and gift tax planning.

Benefits

In addition to a standard benefits package, this role may be eligible for additional contingent compensation based on work performance, geographic location, work experience, education, and qualifications.

Pay

Rochester, NY: $155,000‑$220,000 anticipated annual salary range. Additional contingent compensation may be awarded based on performance, location, experience, education, and qualifications.