Private Wealth Associate — Estate & Tax Planning, NY

Greenberg Traurig, LLP; New York (NY); Vor Ort; USD 310.000 - 420.000; Vollzeit

Benefits dieser Stelle

Health insurance

401K

Discretionary bonus

Paid vacation and sick time

Employee assistance program

Zusammenfassung

Greenberg Traurig, LLP is seeking a mid-level associate (4-7 years) for its Private Wealth Services group in New York. This role involves advising high-net-worth clients on sophisticated estate and tax planning strategies, including gift and estate tax matters.

The ideal candidate has substantial experience with estate planning and a strong academic background, along with the ability to draft complex documents independently. Compensation includes a competitive salary range of $310,000 - $420,000 and comprehensive benefits.

Qualifikationen

• 4–7 years of experience in trusts and estates / private wealth services at an Am Law firm.
• Strong background in estate planning and wealth transfer for high-net-worth individuals.
• Experience drafting complex estate planning documents independently.
• Exposure to estate and trust administration preferred.

Aufgaben

• Advise high-net-worth clients on estate and tax planning strategies.
• Structure sophisticated estate plans including trusts and partnerships.
• Counsel on wealth preservation and business succession planning.
• Assist with estate and trust administration including tax planning.

Kenntnisse

Estate planning

Wealth transfer strategies

Drafting complex estate planning documents

Estate and trust administration

Strong writing and analytical skills

Ausbildung

J.D. admitted to New York Bar

Jobbeschreibung

Greenberg Traurig, LLP is seeking a mid-level associate (4-7 years) for its Private Wealth Services group in New York. This role involves advising high-net-worth clients on sophisticated estate and tax planning strategies, including gift and estate tax matters.

The ideal candidate has substantial experience with estate planning and a strong academic background, along with the ability to draft complex documents independently. Compensation includes a competitive salary range of $310,000 - $420,000 and comprehensive benefits.