Hybrid Senior Private Client Counsel & Estates Attorney

ASHFORD CONNEX, LLC; New York (NY); Hybrid; USD 347,000 - 424,000; Full time

Benefits offered by this job

Bonus eligibility

Comprehensive benefits package

Parental leave

Commuter benefits

Job summary

ASHFORD CONNEX, LLC in New York City is seeking a Private Client Services Associate or Counsel Attorney to advise high-net-worth clients on trust and estate matters in a hybrid work environment. This role offers exposure to complex estate planning, tax strategies, and administration with a collaborative team.', The ideal candidate has a JD from a top-tier school, NY bar admission (or waiver), an LL.M.

with tax background, and 5–7 years of relevant experience.

Qualifications

• JD from a top-tier law school with a strong academic record.
• New York Bar Admission or the ability to waive in.
• LL.M. and strong tax background required.
• 5-7 years of substantive law firm experience in estate and tax planning for high-net-worth individuals.
• Demonstrated drafting and estate administration skills, including complex wills and trusts.
• Proficiency in preparing client presentations, tax calculations and analysis, and administering estates from probate through closing.
• Detail-oriented with the ability to work independently and manage client contact.
• Supervisory skills to direct paralegals in a collaborative environment.

Responsibilities

• Advise high-net-worth clients on trust and estate matters, including estate planning, tax strategies, and administration.
• Draft complex wills and trusts tailored to client needs.
• Manage the administration of estates from probate through final closing, ensuring all tax filings and legal requirements are met.
• Prepare client presentations and conduct tax calculations and analyses.
• Collaborate with a team of attorneys and paralegals to deliver superior client service.

Skills

Estate planning

Tax planning

Drafting

Estate administration

Client communications

Team leadership

Paralegal supervision

Education

J.D. from top-tier law school

LL.M. with strong tax background

New York Bar Admission or waiver

Job description

ASHFORD CONNEX, LLC in New York City is seeking a Private Client Services Associate or Counsel Attorney to advise high-net-worth clients on trust and estate matters in a hybrid work environment. This role offers exposure to complex estate planning, tax strategies, and administration with a collaborative team.', The ideal candidate has a JD from a top-tier school, NY bar admission (or waiver), an LL.M.

with tax background, and 5–7 years of relevant experience.