Counsel / Principal – Estates & Trusts

Protouch Staffing; Philadelphia (Philadelphia County); On-site; USD 180,000 - 240,000; Full time

Job summary

Protouch Staffing is helping a well-established Philadelphia law firm recruit an Counsel/Principal-level attorney for the Estates & Trusts practice. The attorney should lead sophisticated estate planning, GST tax planning, and related transactional matters for individuals, families, and closely held businesses.

The role emphasizes advising on corporate and partnership tax issues, with experience in business sales, restructurings, and succession planning preferred.

Qualifications

• 7-10 years of relevant legal experience in estate planning, trusts, taxation, or related practice.
• Strong knowledge of estate, gift, GST taxation.
• Experience with corporate and partnership tax matters.

Responsibilities

• Advise clients on sophisticated estate, gift, and GST tax planning.
• Develop and implement estate and trust planning strategies for high-net-worth individuals and families.
• Advise on corporate and partnership tax issues related to business transactions and ownership structures.
• Provide tax and estate planning guidance in connection with business sales, restructurings, and succession planning.
• Structure transactions with consideration of estate and tax implications.
• Work collaboratively with attorneys across transactional, corporate, tax, and other practice areas.
• Manage sophisticated client matters while developing and maintaining strong client relationships.

Skills

Estate planning

GST taxation

Tax matters

Client management

Education

Juris Doctor

LL.M. in Taxation

Job description

Summary

Our client, a well-established law firm is seeking a Counsel or Principal-level attorney to join its Estates & Trusts practice in Philadelphia. The ideal candidate will have substantial experience in estate, gift, and generation-skipping transfer tax planning, along with a strong understanding of corporate and partnership tax matters. This attorney will work with individuals, families, business owners, and closely held businesses on sophisticated estate planning, tax, transactional, and succession-planning matters.

Responsibilities

• Advise clients on sophisticated estate, gift, and GST tax planning.
• Develop and implement estate and trust planning strategies for high-net-worth individuals and families.
• Advise on corporate and partnership tax issues related to business transactions and ownership structures.
• Provide tax and estate planning guidance in connection with business sales, restructurings, and succession planning.
• Structure transactions and business ownership arrangements with consideration of estate and tax implications.
• Work collaboratively with attorneys across transactional, corporate, tax, and other practice areas.
• Manage sophisticated client matters while developing and maintaining strong client relationships.

Qualifications

• 7-10 years of relevant legal experience in estate planning, trusts, taxation, or a closely related practice.
• Pennsylvania Bar admission required.
• Strong knowledge of estate, gift, and generation-skipping transfer (GST) taxation.
• Experience with corporate and partnership tax matters.
• Experience advising on tax issues involving business sales, restructurings, or succession planning.
• Experience representing high-net-worth individuals, families, business owners, or closely held businesses preferred.
• LL.M. in Taxation strongly preferred.
• Strong analytical, communication, drafting, and client-management skills.