Senior Private Client Attorney - Trusts & Estates (Hybrid)

Calqulate Metrics Ltd; Philadelphia (Philadelphia County); Hybrid; USD 285.000 - 395.000; Vollzeit

Benefits dieser Stelle

Bonus eligibility

Comprehensive benefits package

Zusammenfassung

Calqulate Metrics Ltd in Philadelphia, PA, seeks a Private Client Services Associate or Counsel Attorney to handle estate and tax planning for high-net-worth individuals. The role combines drafting complex wills and trusts, administration from probate through closing, and advising on tax strategies in a collaborative, team-oriented environment.

This AmLaw 100–level opportunity offers hybrid work, competitive base salary with bonus eligibility, and a comprehensive benefits package.

Qualifikationen

• JD from a top-tier law school with a strong academic record.
• PA Bar Admission or the ability to waive in.
• LL.M. and strong tax background required.
• 5+ years of substantive law firm experience in estate and tax planning for high-net-worth individuals.
• Demonstrated drafting and estate administration skills, including experience with complex wills and trusts.
• Proficiency in preparing client presentations, tax calculations and analyses, and administering estates from probate through closing.
• Detail-oriented with the ability to work independently and manage client contact.
• Supervisory skills to direct paralegals in a collaborative environment.

Aufgaben

• Advise high-net-worth clients on trust and estate matters, including estate planning, tax strategies, and administration.
• Draft complex wills and trusts tailored to client needs.
• Manage the administration of estates from probate through final closing, ensuring all tax filings and legal requirements are met.
• Prepare client presentations and conduct tax calculations and analyses.
• Collaborate with a team of attorneys and paralegals to deliver superior client service.

Kenntnisse

Drafting

Estate admin

Client presentations

Tax calculations

Analysis

Paralegal supervision

Ausbildung

J.D. from top-tier law school

LL.M.

PA Bar Admission or waiver

Jobbeschreibung

Calqulate Metrics Ltd in Philadelphia, PA, seeks a Private Client Services Associate or Counsel Attorney to handle estate and tax planning for high-net-worth individuals. The role combines drafting complex wills and trusts, administration from probate through closing, and advising on tax strategies in a collaborative, team-oriented environment.

This AmLaw 100–level opportunity offers hybrid work, competitive base salary with bonus eligibility, and a comprehensive benefits package.