Senior Estate Planning & Tax Attorney

Orion Placement; New York (NY); Hybride; USD 180 000 - 300 000; Plein temps

Résumé du poste

Orion Placement is seeking a senior estate planning attorney based in Brooklyn, NY, to handle sophisticated estate planning and taxable estates, working directly with high-net-worth clients. You will develop comprehensive plans, advise on federal and state tax considerations, and draft complex documents.

Join a collaborative team where your legal judgment and experience will have meaningful impact, with a hybrid work environment and opportunities for professional growth.

Qualifications

• Active bar license in any U.S. state.
• 3+ years of estate planning experience.
• 3+ years of experience handling taxable estates and estate tax planning.
• Strong knowledge of estate and gift tax concepts.
• Excellent legal drafting, analytical, and client communication skills.
• Ability to independently manage sophisticated client matters.
• Strong judgment and a high level of professionalism.

Responsabilités

• Advise high-net-worth individuals and families on sophisticated estate planning strategies.
• Develop and implement comprehensive estate plans involving wills, trusts, and wealth transfer strategies.
• Analyze taxable estates and identify opportunities for effective estate and tax planning.
• Counsel clients regarding federal and state estate, gift, and related tax considerations.
• Draft and review complex estate planning and tax documents.
• Build trusted relationships with clients and provide clear, practical legal guidance.
• Collaborate with attorneys, financial professionals, and other advisors on complex planning matters.
• Manage multiple sophisticated matters independently while maintaining exceptional attention to detail.
• Stay current on developments in estate, gift, trust, and tax law.

Connaissances

Estate planning

Tax planning

Client communication

Attention to detail

Legal drafting

Description du poste

• Step into a senior-level role handling sophisticated estate planning and taxable estate matters.
• Work directly with clients on high-value, complex planning strategies.
• Join a collaborative team where your legal judgment and experience will have meaningful impact.
• Build on your expertise in estate tax planning, wealth transfer, and advanced estate planning.
• Enjoy a hybrid work environment in Brooklyn with flexibility and professional autonomy.

Location:

Hybrid position based in Brooklyn, NY.

Note:

Must have an active bar license in any U.S. state and 3+ years of directly relevant experience in estate planning and taxable estates.

About Us

We are a client-focused law firm dedicated to helping individuals and families protect their assets, preserve wealth, and plan thoughtfully for the future. Our practice focuses on sophisticated estate planning, estate tax planning, elder law, Medicaid planning, probate, and estate administration. We provide personalized legal strategies designed around each client's unique goals and circumstances. Confidential Employer.

Job Description

• Advise high-net-worth individuals and families on sophisticated estate planning strategies.
• Develop and implement comprehensive estate plans involving wills, trusts, and wealth transfer strategies.
• Analyze taxable estates and identify opportunities for effective estate and tax planning.
• Counsel clients regarding federal and state estate, gift, and related tax considerations.
• Draft and review complex estate planning and tax documents.
• Build trusted relationships with clients and provide clear, practical legal guidance.
• Collaborate with attorneys, financial professionals, and other advisors on complex planning matters.
• Manage multiple sophisticated matters independently while maintaining exceptional attention to detail.
• Stay current on developments in estate, gift, trust, and tax law.

Qualifications

• Active bar license in any U.S. state.
• 3+ years of estate planning experience.
• 3+ years of experience handling taxable estates and/or estate tax planning.
• Strong knowledge of estate and gift tax concepts.
• Excellent legal drafting, analytical, and client communication skills.
• Ability to independently manage sophisticated client matters.
• Strong judgment and a high level of professionalism.

Why You Will Love Working Here

You will have the opportunity to work on sophisticated estate planning matters where your experience truly matters. Our team values thoughtful legal strategy, strong client relationships, collaboration, and professional growth. The hybrid environment provides flexibility while allowing you to remain closely connected to a team doing meaningful work for individuals and families.