Tax, Trusts & Estates Associate — Hybrid, High-Net-Worth Planning

Calqulate Metrics Ltd; Hackensack (NJ); Hybrid; USD 230,000 - 400,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Disability Insurance

Life Insurance

401(k)

Profit Sharing

HSA

FSA

Generous time off

Job summary

Our client, a national AmLaw 200 firm, seeks a Tax, Trusts & Estates Associate Attorney to advise high-net-worth individuals and closely held businesses on sophisticated estate planning, tax strategy, and trust administration across multiple jurisdictions. The hybrid role offers substantial client interaction from day one and long-term career development within a Chambers-ranked private client practice.

The position requires a JD from an ABA-accredited law school, active bar admission in the

Qualifications

• JD from an ABA-accredited law school with an excellent academic record.
• Active Bar Admission in the relevant jurisdiction, in good standing.
• 3+ years of substantive experience in tax, trusts, and estates matters.
• LL.M. in Taxation or Estate Planning is strongly preferred.
• Experience counseling clients on estate planning, trust and estate administration, gift and generation-skipping transfer tax planning, and related income tax considerations.
• Strong legal research, drafting, and analytical skills, with proficiency in preparing complex wills, trusts, and related documents.
• Excellent communication skills and the ability to develop strong client relationships.
• Collaborative team player with a proactive mindset, high attention to detail, and ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Advise clients on estate, gift, and income tax planning strategies.
• Draft and review wills, trusts, powers of attorney, and other estate planning instruments.
• Assist with probate and trust administration matters, including asset transfers and fiduciary accountings.
• Coordinate with financial advisors, accountants, and valuation professionals to implement planning strategies.
• Conduct legal research and prepare memoranda on complex tax and estate issues.
• Participate in client meetings and assist in the development of long-term planning strategies.

Skills

Estate planning

Taxation

Trusts & estates

Legal research

Drafting documents

Client communication

Team collaboration

Education

JD from ABA-accredited law school

LL.M. in Taxation or Estate Planning (preferred)

Job description

Our client, a national AmLaw 200 firm, seeks a Tax, Trusts & Estates Associate Attorney to advise high-net-worth individuals and closely held businesses on sophisticated estate planning, tax strategy, and trust administration across multiple jurisdictions. The hybrid role offers substantial client interaction from day one and long-term career development within a Chambers-ranked private client practice.

The position requires a JD from an ABA-accredited law school, active bar admission in the