Senior Private Client Associate

Oculus Group; Pennsylvania; Hybrid; USD 180,000 - 240,000; Full time

Job summary

Am Law 100 Firm in Philadelphia seeks an experienced Private Client / Trusts & Estates Associate to join its growing Philadelphia practice. The role focuses on estate planning, wealth transfer, trust and estate administration, and transfer tax matters for high-net-worth individuals, families, fiduciaries, and closely held businesses.

The successful candidate will join a collaborative national platform and handle sophisticated client matters with increasing independence, working with Private

Qualifications

• Experience in sophisticated estate planning and trusts & estates matters.
• Experience advising high-net-worth individuals and families.
• Strong background in transfer tax and wealth planning; probate experience a plus.

Responsibilities

• Advise high-net-worth individuals and families on estate and wealth transfer planning.
• Handle federal gift, estate, and generation-skipping transfer tax planning.
• Counsel on trust and estate administration and probate matters.
• Collaborate with Private Client attorneys across offices.

Skills

Estate planning

Wealth transfer

Trust & estate administration

Transfer tax planning

High-net-worth clients

Independence in handling matters

Education

J.D. from an accredited law school

Pennsylvania Bar admission or ability to obtain promptly

Job description

Philadelphia, PA | Hybrid | Am Law 100 Firm

6+ Years of Experience | Competitive Am Law Compensation + Bonus

A leading Am Law 100 firm is seeking an experienced Private Client / Trusts & Estates Associate to join its growing Philadelphia practice.

This is an excellent opportunity for a seasoned attorney to work on sophisticated estate planning, wealth transfer, trust and estate administration, and transfer tax matters for high-net-worth individuals, families, fiduciaries, and closely held businesses.

The successful candidate will join a collaborative national platform and have the opportunity to take meaningful responsibility for sophisticated client matters while working alongside experienced Private Client attorneys.

Key Responsibilities

• Advise high-net-worth individuals and families on sophisticated estate and wealth transfer planning
• Handle federal gift, estate, and generation-skipping transfer tax planning
• Counsel clients regarding trust and estate administration
• Assist with probate proceedings and fiduciary matters
• Prepare and review gift and estate tax returns
• Advise on planning involving closely held businesses and family wealth
• Manage sophisticated matters with increasing independence
• Collaborate with Private Client attorneys across multiple offices

Required Experience

• 6+ years of sophisticated estate planning / Private Client experience
• Significant experience advising high-net-worth individuals and families
• Strong background in transfer tax and wealth planning
• Experience with trust and estate administration, probate, and gift and estate tax matters
• Ability to produce high-quality work and manage matters with minimal supervision
• J.D. from an accredited law school
• Pennsylvania Bar admission or ability to obtain admission promptly

Competitive candidates will generally demonstrate:

• Strong Academic Credentials: J.D. from a well-regarded law school with a strong academic record
• Sophisticated Law Firm Training: Current or prior experience with an Am Law firm, leading regional firm, or highly regarded Private Client / Trusts & Estates practice
• Direct Practice Alignment: Substantial hands-on experience with sophisticated HNW estate planning, transfer-tax planning, and trust and estate matters

For experienced lateral candidates, depth and sophistication of directly relevant Private Client experience will be given significant consideration alongside academic credentials.

Preferred Qualifications

• LL.M. in Taxation
• Admission in New York and/or New Jersey in addition to Pennsylvania
• Experience working directly with sophisticated high-net-worth and closely held business clients

The position offers a hybrid schedule, with attorneys generally working in the Philadelphia office three days per week.