Private Client Services Associate or Counsel Attorney

Calqulate; Philadelphia (Philadelphia County); Hybrid; USD 285,000 - 395,000; Full time

Benefits offered by this job

Bonus eligibility

Comprehensive benefits package

Job summary

Calqulate Metrics Ltd in Philadelphia, PA, seeks a Private Client Services Associate or Counsel Attorney to handle estate and tax planning for high-net-worth individuals. The role combines drafting complex wills and trusts, administration from probate through closing, and advising on tax strategies in a collaborative, team-oriented environment.

This AmLaw 100–level opportunity offers hybrid work, competitive base salary with bonus eligibility, and a comprehensive benefits package.

Qualifications

• JD from a top-tier law school with a strong academic record.
• PA 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.
• Demonstrated drafting and estate administration skills, including experience with complex wills and trusts.
• Proficiency in preparing client presentations, tax calculations and analyses, 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 admin

Client presentations

Tax calculations

Analysis

Paralegal supervision

Education

J.D. from top-tier law school

LL.M.

PA Bar Admission or waiver

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. 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 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.

Compensation & Benefits

• Competitive Salary: Expected annual base salary range of $285,000- $395,000, as determined by experience and market factors
• Bonus Eligibility
• Comprehensive Benefits Package: Includes medical, dental, vision, disability, and life insurance; paid parental leave; commuter benefits; employee assistance programs; paid time off; emergency childcare; 401(k)/retirement plans; and additional firm-sponsored perks

Our client is an Equal Opportunity Employer.

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