Private Client Services Associate

The People Of: Professional Services; New York (NY); On-site; USD 285,000 - 365,000; Full time

Benefits offered by this job

Discretionary bonus opportunities

Comprehensive benefits package

Career progression

Job summary

The People Of: Professional Services is seeking a Private Client Services Associate to join their New York team. The position involves working with high-net-worth clients on estate planning and trust administration.

Ideal candidates should have 5-7 years of relevant experience, an LL.M. in Taxation, and excellent client management skills. Compensation ranges from $285,000 to $365,000 based on experience.

Qualifications

• 5th–7th year associate with significant trusts and estates experience.
• Experience advising high-net-worth individuals and families.
• Strong organisational and communication skills.

Responsibilities

• Advise on sophisticated estate planning matters.
• Draft complex wills, trusts, and other documents.
• Manage estate and trust administration.

Skills

Trusts and estates experience

Estate planning

Client management skills

Detail-oriented

Tax background

Education

LL.M. in Taxation

Excellent academic credentials

Job description

Private Client Services Associate

Location: New York, NY

A leading international law firm is seeking a 5th–7th year Associate to join its growing Private Client Services practice in New York. This is an excellent opportunity to work with high-net-worth individuals and families on sophisticated estate planning, wealth preservation and estate administration matters within a collaborative and expanding private client team.

The successful candidate will take on significant client responsibility while advising on complex trusts and estates matters alongside experienced practitioners.

Key Responsibilities

• Advise high-net-worth individuals and families on sophisticated estate planning matters
• Draft complex wills, trusts and other wealth transfer documents
• Manage estate and trust administration from probate through final distribution and closing
• Prepare client presentations and estate planning analyses
• Perform tax calculations and advise on transfer tax planning strategies
• Provide practical advice on trust and estate administration issues
• Supervise paralegals and coordinate workflow across client matters
• Build strong client relationships while working independently and collaboratively within the team

Who You Are

• 5th–7th year associate
• Significant trusts and estates experience gained within a law firm
• Experience advising high-net-worth individuals and families
• Strong estate planning and estate administration experience
• Extensive drafting experience involving sophisticated wills and trusts
• Strong tax background
• LL.M. in Taxation (required)
• Excellent academic credentials
• Strong organisational, communication and client management skills
• Detail-oriented with supervisory experience preferred
• Admitted to the New York Bar or eligible to waive into New York

Compensation

Salary Range: $285,000 – $365,000 (DOE)

Benefits

Discretionary bonus opportunities, comprehensive benefits package and excellent long-term career progression within a growing Private Client Services practice.

Interested?

Contact Max at [e-mail] to learn more or express interest.

#TPOPS | MLB363