Jobs · Finance · New York

Trusts & Estates Associate (Private Client Services)

The People Of: Professional Services · New York, United States · 2 mo ago
Finance$225k–$365k/yrFull-time

Key Responsibilities

  • Advise clients on trusts and estates and private client matters
  • Support estate and succession planning strategies
  • Aid in transfer tax and income tax planning
  • Draft estate planning documents and related materials
  • Work on complex, cross-disciplinary matters involving tax, real estate and family business structures

Who You Are

  • 1st–5th year associate
  • Experience in trusts & estates, transfer tax and/or income tax matters
  • Strong academic credentials
  • Excellent research, writing and analytical skills
  • Interest in private client and estate planning work
  • LL.M. in Taxation or Estate Planning (completed or in progress) preferred
  • Experience with international tax planning is a plus
  • Admitted or eligible to be admitted in the relevant jurisdiction

Compensation

  • Salary Range: $225,000 – $365,000 (DOE)
  • Benefits: Eligibility for hours-based bonus and comprehensive benefits package

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