Senior Trusts & Estates Attorney for Wealth Planning

Jobot

Cherry Hill Township (NJ)

On-site

USD 120,000 - 250,000

Full time

2 days ago
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Benefits offered by this job

Health insurance
Dental & Vision
401(k) plan
Partner Track
Mentorship

Job summary

Jobot is seeking a senior Trusts & Estates attorney to join our Private Client Group. This role focuses on sophisticated wealth and tax planning, beyond routine drafting, with responsibility for complex structures and client relationships.

The successful candidate will lead planning strategies for closely held businesses and multigenerational wealth transfer, while mentoring junior attorneys in a collaborative, growth-oriented environment.

Qualifications

  • 7+ years focused experience in Trusts & Estates law.
  • Strong background in sophisticated estate and tax planning work.
  • Demonstrated ability to draft complex estate planning instruments and structures.
  • Excellent understanding of federal and state transfer tax systems.
  • Admission to the New Jersey and/or Pennsylvania Bar required; NY and/or Florida a plus.
  • LL.M. in Taxation is strongly preferred.

Responsibilities

  • Design and draft advanced estate planning structures tailored to high-net-worth families and businesses.
  • Advise clients on complex tax matters involving income, estate, gift, and generation-skipping transfer taxes at state and federal levels.
  • Manage probate and trust administration matters from start to finish, including tax filings.
  • Coordinate directly with clients and collaborate with accountants, financial planners, and family office professionals.
  • Serve as a trusted advisor in sensitive family and wealth planning discussions.
  • Support the development of junior attorneys and paralegals within the practice group.

Skills

Trusts & Estates
Tax planning
Client relations
Drafting instruments

Education

Juris Doctor (JD)
LL.M. in Taxation

Job description

Jobot is seeking a senior Trusts & Estates attorney to join our Private Client Group. This role focuses on sophisticated wealth and tax planning, beyond routine drafting, with responsibility for complex structures and client relationships.

The successful candidate will lead planning strategies for closely held businesses and multigenerational wealth transfer, while mentoring junior attorneys in a collaborative, growth-oriented environment.

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