Estate Planning Associate (Hybrid)

Jobot; New York (NY); Hybrid; USD 160,000 - 275,000; Full time

Benefits offered by this job

Meaningful work

Best-in-class firm

Competitive compensation package

Complete benefits package

Flexible work schedules

Accelerated career growth

Fun company activities

Many more

Job summary

Jobot is seeking an Estate Planning Associate to join our sophisticated trusts and estates practice on a hybrid basis in New York, NY. You will craft complex estate planning documents and provide high-level counsel to wealthy clients.

Ideal candidates have 2-5+ years of relevant experience, strong tax planning knowledge, and a track record in wealth transfer strategies within a leading private client team. We offer a competitive compensation package and flexible schedules.

Qualifications

• 2-5+ years of sophisticated trusts & estates experience with a focus on planning.
• Experience drafting sophisticated estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, and related wealth transfer instruments.
• Strong knowledge of estate, gift, and generation-skipping transfer tax planning, trust administration, and high-net-worth client counseling.

Responsibilities

• Draft sophisticated estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, and related wealth transfer instruments.
• Advise high-net-worth clients on estate and gift tax planning.
• Assist with trust administration and wealth transfer strategies.

Skills

Estate planning

Tax planning

High-net-worth counseling

Trust administration

Education

J.D. from an accredited law school

Active Bar admission

Job description

Estate Planning Associate (Hybrid) - Trusts & Estates Associate | Sophisticated Planning Practice | Hybrid Flexibility

Salary: $160,000 - $275,000 per year

A bit about us:

Based in New York, NY with multiple offices across the Northeast and Southeast, we are a TOP Ranked full-service law firm with a nationally respected private client and trusts & estates practice.

Our core values are centered around our people and our clients. We believe that putting your employees first is not only the right thing to do, but it also gives us the competitive edge to ensure our clients have an excellent experience!

Over the years, our reputation for providing our people with the very best has caught the eye of sophisticated high-net-worth individuals, multi-generational family businesses, fiduciaries, entrepreneurs, and tax-sensitive clients who have chosen to trust us as their primary legal counsel.

Our Trusts & Estates group is widely recognized for handling sophisticated estate planning matters, wealth transfer strategies, business succession planning, international estate planning, charitable planning, estate and trust administration, tax controversy matters, and Surrogate's Court proceedings. With one of the largest and most experienced private client teams in the region, our attorneys collaborate across offices and practice groups to provide comprehensive solutions for complex personal, family, and business planning needs.

Why join us?

• Meaningful Work!
• Best in Class Firm!
• Competitive Compensation Package!
• Complete Benefits Package!
• Flexible Work Schedules!
• Accelerated Career Growth!
• Fun Company Activities!
• Many More!

Job Details

• J.D. from an accredited law school and active Bar admission or similar plus:
• 2-5+ years of sophisticated trusts & estates experience with a focus on planning*
• Experience drafting sophisticated estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, and related wealth transfer instruments
• Strong knowledge of estate, gift, and generation-skipping transfer tax planning, trust administration, and high-net-worth client counseling

We can offer you the opportunity to work with State-of-the-Art Clients making a meaningful impact on today's society and the next generation!

Help us revolutionize the way companies treat their employees! Join us and enjoy accelerated career growth with exciting life balance at a premium best in class organization!

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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