Private Client Services Senior Associate or Counsel Attorney

Calqulate; New York (NY); Híbrido; USD 347 000 - 424 000; Tempo integral

Resumo da oferta

Calqulate Metrics Ltd seeks an Associate Attorney to join its Private Client Services Practice Group in New York City. The role focuses on high-net-worth individuals, with a hybrid work option and a collaborative, client-centered environment.

The candidate should have 5–7 years of estate and tax planning experience, a JD from a top-tier school, NY Bar admission, and an LL.M. with strong tax background, capable of leading drafting and administration efforts with supervision of paralegals.

Qualificações

• JD from a top-tier law school with a strong academic record.
• New York Bar Admission or ability to waive in.
• LL.M. and strong tax background required.
• 5–7 years of substantive law firm experience in estate and tax planning for high-net-worth individuals.
• 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.

Responsabilidades

• 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.

Conhecimentos

Estate planning

Tax planning

Drafting

Estate administration

Client presentations

Tax calculations

Analysis

Probate to closing

Paralegal supervision

Attention to detail

Formação académica

JD from a top-tier law school

New York Bar Admission

LL.M. with strong tax background

Descrição da oferta de emprego

Private Client Services Associate or Counsel Attorney

Location: New York, NY

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.
• New York Bar Admission or the ability to waive in.
• LL.M. and strong tax background required.
• 5-7 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 of $385,000+, 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.