Senior Estate Planning & Tax Attorney

Orion Placement; New York (NY); On-site; USD 150,000 - 250,000; Full time

Benefits offered by this job

Dental insurance

Health insurance

Paid time off

Retirement plan

Vision insurance

Job summary

Orion Placement in Brooklyn, NY is seeking a senior estate planning attorney to advise high-net-worth clients on sophisticated estate and gift tax strategies. You will draft and implement comprehensive plans involving wills, trusts, and wealth transfer, and analyze taxable estates.

This role offers a hybrid work arrangement in Brooklyn and requires a licensed attorney with 3+ years of estate planning experience and strong professional judgment to manage complex matters and collaborate with

Qualifications

• Licensed attorney with active bar status in any U.S. state.
• Minimum of 3+ years in estate planning.
• Minimum of 3+ years handling taxable estates and/or estate tax planning.

Responsibilities

• 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.

Education

Active bar license in any U.S. state

3+ years of estate planning experience

3+ years of experience handling taxable estates

Job description

Pay:

$150,000.00 - $250,000.00 per year

Why This Is a Great Opportunity

• 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.

JPC-1978

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance