Private Client Services Associate or Counsel Attorney

H. T. PROF Group; Philadelphia (Philadelphia County); Hybrid; USD 285,000 - 395,000; Full time

Benefits offered by this job

Discretionary bonuses

Comprehensive employee benefits

Job summary

The Private Client Services Associate or Counsel Attorney role at an AmLaw 100 firm in Philadelphia blends high-net-worth trust and estate work with a collaborative, hybrid work environment. You will engage in sophisticated planning, drafting complex wills and trusts, and supervising a team of paralegals while managing estates from probate through closing.

The candidate should have a JD from a top-tier school, PA Bar admission or waiver, 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. with tax background required.
• 5+ years in estate and tax planning for high-net-worth individuals.
• Drafting complex wills and trusts; experience with estate administration.

Responsibilities

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

Education

JD from top-tier law school

PA Bar Admission or waive

LL.M. with tax background

5+ years estate/tax planning experience

Drafting complex wills and trusts

Estate administration

Client presentations and tax calculations

Detail-oriented and independent work

Supervisory skills to direct paralegals

Job description

Private Client Services Associate or Counsel Attorney

Location: Philadelphia, PA
Hybrid work environment available

Our client, a prominent AmLaw 100 firm, is seeking a talented Associate Attorney to join its Private Client Services Practice Group in New York City. This is an exceptional opportunity for an attorney to work with high-net-worth individuals on complex trust and estate matters while developing expertise in a supportive, team-oriented environment.

Candidate Profile:

• JD from a top-tier law school with a strong academic record.
• Pennsylvania Bar Admission or the ability to waive in.
• LL.M. and 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.

Key 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.

Why Join Us?

This position provides a unique opportunity to join a growing Private Client Services Practice Group and work on sophisticated trust and estate matters for high-net-worth individuals. The firm offers a dynamic and collegial environment that values professional development, collaboration, and client service excellence. With a hybrid work schedule, attorneys enjoy flexibility while maintaining meaningful client interaction and in-office engagement.

The firm offers a competitive compensation package, with an annual salary range of $285,000–$395,000, commensurate with experience and market factors. Additional benefits include discretionary bonuses, firm-sponsored incentive programs, and a comprehensive suite of employee benefits.

Application Requirements:

Interested candidates should submit a cover letter, resume, and a writing sample.

Our client is an Equal Opportunity Employer.