Private Wealth Services Associate - Estate & Tax in NYC

Greenberg Traurig, LLP; New York (NY); On-site; USD 310,000 - 420,000; Full time

Benefits offered by this job

Health insurance

401K plan

Discretionary bonus

Paid vacation

Employee assistance program

Job summary

Greenberg Traurig, LLP is seeking a mid-level Private Wealth Services Associate for its New York office. The role involves advising high-net-worth clients on estate planning and wealth transfer strategies, collaborating with colleagues across various practices, and maintaining strong client relationships.

Qualified candidates should have 4–7 years of relevant experience and strong skills in estate planning. The position offers a salary range of $310,000 to $420,000, along with additional benefits including health insurance and a 401K plan.

Qualifications

• 4–7 years of experience in trusts and estates / private wealth services.
• Strong background in estate planning and drafting complex documents.
• Exposure to estate and trust administration is preferred.

Responsibilities

• Advise clients on estate and tax planning strategies.
• Structure and implement sophisticated estate plans.
• Counsel clients on wealth preservation and philanthropic planning.

Skills

Estate planning

Wealth transfer strategies

Analytical skills

Client relationship management

Education

Admission to the New York Bar

J.D. from an accredited law school

Job description

Greenberg Traurig, LLP is seeking a mid-level Private Wealth Services Associate for its New York office. The role involves advising high-net-worth clients on estate planning and wealth transfer strategies, collaborating with colleagues across various practices, and maintaining strong client relationships.

Qualified candidates should have 4–7 years of relevant experience and strong skills in estate planning. The position offers a salary range of $310,000 to $420,000, along with additional benefits including health insurance and a 401K plan.