Private Client Counsel — Estate & Tax Planning (Hybrid)

Pernini Legal, Inc.; Philadelphia (Philadelphia County); Hybrid; USD 330,000 - 395,000; Full time

Benefits offered by this job

Hybrid work environment

Job summary

Pernini Legal, Inc. in Philadelphia, PA seeks an Associate Attorney or Counsel for its Private Client Services Practice Group. Join a team handling complex trust and estate matters for high-net-worth individuals in a hybrid work environment.

Ideal candidate has a JD from a top-tier school, PA bar or waiver, LL.M. with strong tax background, and 5+ years of estate/tax planning experience. Responsibilities include drafting wills/trusts and supervising paralegals.

Qualifications

• JD from a top-tier law school with a strong academic record.
• Pennsylvania Bar Admission or the ability to waive in.
• LL.M. and strong tax background required.
• 5+ years of substantive law firm experience in estate and tax planning for high-net-worth individuals.
• Drafting and estate administration skills, including experience with 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

Drafting

Estate administration

Client presentations

Tax calculations

Analysis

Paralegal supervision

Attention to detail

Education

JD from top-tier law school

LL.M.

Job description

Pernini Legal, Inc. in Philadelphia, PA seeks an Associate Attorney or Counsel for its Private Client Services Practice Group. Join a team handling complex trust and estate matters for high-net-worth individuals in a hybrid work environment.

Ideal candidate has a JD from a top-tier school, PA bar or waiver, LL.M. with strong tax background, and 5+ years of estate/tax planning experience. Responsibilities include drafting wills/trusts and supervising paralegals.