Private Client Services Associate or Counsel Attorney

Tom Trese; Philadelphia (Philadelphia County); On-site; USD 285,000 - 395,000; Full time

Benefits offered by this job

Hybrid work schedule

Discretionary bonuses

Incentive programs

Employee benefits

Job summary

Our client, a prominent AmLaw 100 firm, seeks an Associate Attorney to join its Private Client Services Practice Group in New York City, handling complex trust and estate matters for high-net-worth individuals. This role offers hybrid work and collaboration in a supportive team.

Ideal candidates have a JD from a top-tier law school, PA admission or waiver, an LL.M. with a strong tax background, and 5+ years of relevant experience, including drafting and administration of estates.

Qualifications

• JD from a top-tier law school with a strong academic record.
• PA Bar Admission or the ability to waiver 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.

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

Tax calculations

Analysis

Preparing client presentations

Supervisory skills

Education

JD from top-tier law school

LL.M. with strong tax background

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 waiver 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.

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.