Private Wealth Services Associate – NY

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

Benefits offered by this job

Health insurance

401K

Discretionary bonus

Paid vacation and sick time

Employee assistance program

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Estate planning

Wealth transfer strategies

Drafting complex estate planning documents

Estate and trust administration

Strong writing and analytical skills

Education

J.D. admitted to New York Bar

Job description

The Private Wealth Services group is seeking a mid-level associate (4–7 years of experience) to join its New York office. The group advises high-net-worth individuals, families, fiduciaries, and closely held business owners on sophisticated estate planning, wealth transfer strategies, and related tax matters.

Key Responsibilities

• Advise high-net-worth individuals and families on estate and tax planning strategies, including gift, estate, and generation‑skipping transfer tax matters
• Structure and implement sophisticated estate plans (wills, revocable and irrevocable trusts, family limited partnerships, LLCs, etc.)
• Counsel clients on wealth preservation, business succession planning, and philanthropic planning
• Assist with estate and trust administration, including post‑mortem tax planning
• Work on cross‑border and multi‑jurisdictional planning matters where applicable
• Collaborate with colleagues across corporate, tax, and real estate practices to deliver integrated solutions
• Participate in client development and maintain strong client relationships

Qualifications

• 4–7 years of experience in trusts and estates / private wealth services at an Am Law firm or leading boutique
• Strong background in estate planning and wealth transfer strategies for high‑net‑worth individuals
• Experience drafting complex estate planning documents independently
• Exposure to estate and trust administration is preferred
• Excellent academic credentials and strong writing/analytical skills
• Admission to the New York Bar (or ability to waive in)

Expected Pay Range and Benefits

Salary Range: $310,000 - $420,000. Salary will be determined based upon education, experience, job related factors permitted by law, internal equity, and market data, including geographic pay differentials in locations where market pay differs from the national average. Full time employees may be eligible for a discretionary bonus, health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, life insurance, Healthcare and Dependent Care Flexible Spending Accounts, 401K, vacation, sick time, and an employee assistance program. Additional voluntary programs include: voluntary accident insurance, voluntary life, voluntary disability, voluntary critical illness and cancer insurance and pet insurance. Commuter and Transit programs may also be available in certain markets.

GT is an EEO employer with an inclusive workplace committed to merit‑based consideration and review without regard to an individual’s race, sex, or other protected characteristics and to the principles of non‑discrimination on any protected basis.