Senior Tax, Trusts & Estates Attorney (Multi-State)

Orion Placement; New York (NY); Hybrid; USD 175,000 - 250,000; Full time

Benefits offered by this job

Dental insurance

Paid time off

Retirement plan

Vision insurance

Job summary

Confidential Employer in New York, NY, seeks an experienced trusts and estates attorney to advise high-net-worth individuals, families, fiduciaries, and business owners on complex estate planning and tax matters. The role offers a hybrid work arrangement with cross-office collaboration across CT, NY, and NJ.

The ideal candidate has 8+ years of relevant experience, admission to CT/NY/NJ bars, and a track record in sophisticated estate planning and administration. LL.M.

Qualifications

• Juris Doctor from an accredited law school.
• 8+ years of relevant legal experience with substantial trusts and estates experience.
• Admission in Connecticut, New York, or New Jersey.
• Experience with sophisticated estate planning and trust and estate administration.
• Knowledge of estate, gift, fiduciary, and income tax planning.
• Experience advising high-net-worth individuals, families, fiduciaries, or closely held business owners.
• Strong drafting, analytical, communication, and client relationship skills.
• Willingness to obtain additional bar admissions as needed to support client matters.
• LL.M. in Taxation is preferred, not required.

Responsibilities

• Advise high-net-worth individuals, families, fiduciaries, and business owners on sophisticated trusts and estates matters.
• Develop estate planning strategies involving wills, trusts, wealth transfer, asset protection, and business succession planning.
• Handle complex trust and estate administration matters from start to finish.
• Counsel clients on estate, gift, fiduciary, and income tax considerations.
• Draft sophisticated estate planning and trust documents tailored to client objectives.
• Collaborate with attorneys across the firm on tax, estate planning, business, and related client matters.
• Build and maintain trusted client relationships while delivering responsive, practical counsel.
• Support the growing volume of multi-state tax, trust, and estate planning matters.
• Mentor junior attorneys and contribute to the continued development of the practice.

Job description

Confidential Employer in New York, NY, seeks an experienced trusts and estates attorney to advise high-net-worth individuals, families, fiduciaries, and business owners on complex estate planning and tax matters. The role offers a hybrid work arrangement with cross-office collaboration across CT, NY, and NJ.

The ideal candidate has 8+ years of relevant experience, admission to CT/NY/NJ bars, and a track record in sophisticated estate planning and administration. LL.M.