Private Client Counsel - Estate & Tax Planning (Hybrid)

Software Placement Group; Philadelphia (Philadelphia County); Hybrid; USD 285,000 - 395,000; Full time

Benefits offered by this job

Medical, dental, vision

Parental leave

Commuter benefits

401(k) retirement plan

Employee assistance programs

Job summary

Software Placement Group, a prominent law firm in Philadelphia, seeks an Associate or Counsel Attorney for its Private Client Services Practice Group to advise high-net-worth individuals on sophisticated trust and estate matters. The role offers a collaborative, team-oriented environment with a hybrid schedule.

The candidate will draft complex wills and trusts, oversee estate administration, and collaborate with attorneys and paralegals to deliver superior client service. A JD, an LL.M.

Qualifications

• JD from a top-tier law school with a strong academic record.
• Pennsylvania Bar Admission or 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
• Demonstrated 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 estate administration 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
• Supervise and direct paralegals in a collaborative environment

Skills

Estate planning

Tax planning

Client communication

Wills & trusts drafting

Paralegal supervision

Education

Juris Doctor (JD)

LL.M. in Taxation

Job description

Software Placement Group, a prominent law firm in Philadelphia, seeks an Associate or Counsel Attorney for its Private Client Services Practice Group to advise high-net-worth individuals on sophisticated trust and estate matters. The role offers a collaborative, team-oriented environment with a hybrid schedule.

The candidate will draft complex wills and trusts, oversee estate administration, and collaborate with attorneys and paralegals to deliver superior client service. A JD, an LL.M.