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