Estate Planning & Tax Attorney

Orion Placement; New York (NY); Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

Dental insurance

Health insurance

Paid time off

Retirement plan

Vision insurance

Job summary

Orion Placement is seeking an estate planning attorney for a hybrid role based in the New York metro area, with openings in Brooklyn, NY or Lakewood, NJ. You will advise clients on wills, trusts, and estate tax strategies while collaborating with a team of experienced colleagues.

Must hold an active bar license in at least one state and have 1+ year of estate planning and 1+ year of estate tax planning experience.

Qualifications

• Active bar license in any U.S. state.
• 1+ year of estate planning experience.
• 1+ year of estate tax planning experience.
• Strong legal research, writing, analytical, and client communication skills.
• Ability to manage multiple matters with strong attention to detail.
• Strong judgment and a client-first approach.

Responsibilities

• Advise individuals and families on estate planning strategies to preserve and transfer wealth.
• Develop and implement estate plans including wills, trusts, powers of attorney, and related documents.
• Assist clients with estate tax planning and strategies to minimize tax exposure.
• Analyze client financial and family circumstances and recommend planning strategies.
• Communicate with clients to understand objectives and provide practical guidance.
• Collaborate with attorneys and professionals on estate planning and tax matters.
• Stay current on federal and state estate, gift, and tax laws.
• Support probate, trust administration, and post-mortem matters as needed.

Skills

Estate planning

Legal research

Legal writing

Client communication

Attention to detail

Multitasking

Tools

LexisNexis

Job description

Pay

$100,000.00 - $150,000.00 per year

Why This Is a Great Opportunity

• Join a respected estate planning practice focused on helping clients protect wealth, plan for the future, and navigate complex life transitions.
• Work on sophisticated estate planning and estate tax matters while building meaningful client relationships.
• Enjoy a hybrid schedule with flexibility across convenient New York and New Jersey locations.
• Take on substantive legal work with opportunities for continued professional growth and increased responsibility.
• Work alongside attorneys who value thoughtful, personalized legal strategies and high-quality client service.

Location

Hybrid position based in Brooklyn, NY or Lakewood, NJ.

Note

Must have an active bar license in at least one U.S. state and 1+ year of directly relevant experience in estate planning and estate tax planning.

About Us

We are a client-focused law firm dedicated to helping individuals and families protect their assets, plan for the future, and navigate important life transitions. Our practice focuses on estate planning, advanced tax planning, elder law, Medicaid planning, probate, estate administration, and related matters. We take a personalized approach to every client and develop strategic plans tailored to their unique goals and circumstances. Confidential Employer.

Job Description

• Advise individuals and families on estate planning strategies designed to preserve and transfer wealth.
• Develop and implement estate plans, including wills, trusts, powers of attorney, and related planning documents.
• Assist clients with estate tax planning and strategies designed to minimize tax exposure.
• Analyze client financial and family circumstances and recommend appropriate planning strategies.
• Communicate directly with clients to understand objectives, explain legal options, and provide practical guidance.
• Collaborate with attorneys and other professionals on sophisticated estate planning and tax matters.
• Stay current on applicable federal and state estate, gift, and tax laws.
• Support related probate, trust administration, and post-mortem matters as needed.

Qualifications

• Active bar license in any U.S. state.
• 1+ year of estate planning experience.
• 1+ year of estate tax planning experience.
• Strong legal research, writing, analytical, and client communication skills.
• Ability to manage multiple matters while maintaining strong attention to detail.
• Strong judgment and a client-first approach.

Why You Will Love Working Here

You will have the opportunity to do meaningful work that directly impacts clients and their families while developing deeper expertise in estate planning and tax strategy. Our team values collaboration, professionalism, thoughtful legal work, and personalized client service. With a hybrid work environment and opportunities to take on increasingly sophisticated matters, this is a strong opportunity to grow your practice while making a lasting difference for clients.

JPC-1976

Benefits

• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance