Tax, Trusts & Estates Attorney

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

Pay:

$175,000.00 - $250,000.00 per year

Why This Is a Great Opportunity

• Join a growing Tax, Trusts & Estates practice with a strong flow of sophisticated client work across Connecticut, New York, and New Jersey.
• Advise high-net-worth individuals, families, fiduciaries, and business owners on meaningful estate, trust, tax, and wealth planning matters.
• Work within a collaborative, full-service platform that creates natural opportunities for cross-practice client work and relationship building.
• Take ownership of complex matters while mentoring junior attorneys and helping shape the continued growth of the practice.
• Enjoy flexibility in choosing your primary office among Greenwich, New York City, or Roseland, along with discretionary bonus, merit increase, and origination opportunities.

Location:

Candidates may be based in Greenwich, CT, New York, NY, or Roseland, NJ, with a hybrid work arrangement and collaboration across the firm's offices.

Note:

We are seeking an experienced trusts and estates attorney with 8+ years of relevant legal experience and admission to the Connecticut, New York, or New Jersey Bar. Candidates should have meaningful trusts and estates experience; multi-state admissions, an LL.M. in Taxation, and broader tax expertise are valued but not required at hire.

About Us

We are a sophisticated, full-service law firm focused on building lasting client relationships and providing practical, high-quality legal counsel across a broad range of business and personal matters. Our collaborative structure gives attorneys access to complementary practices, sophisticated clients, and opportunities to grow professionally while making a meaningful impact. Confidential Employer.

Job Description

• 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.

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.

Why You Will Love Working Here

You will join a growing practice where sophisticated work, strong client relationships, and collaboration are central to the role. With the ability to work from one of three major offices, you can build on your existing experience while expanding your exposure to multi-state planning matters and complementary practice areas. Your contributions are recognized through professional growth opportunities, discretionary bonuses, merit increases, and origination credit.

JPC-2049

Benefits:

• Dental insurance
• Paid time off
• Retirement plan
• Vision insurance