Tax, Trusts & Estates Attorney

Mandelbaum Barrett Pc; Roseland (NJ); On-site; USD 175,000 - 250,000; Full time

Job summary

Mandelbaum Barrett PC seeks an experienced Tax, Trusts & Estates Attorney to join its growing Tax, Trusts & Estates Practice Group. The ideal candidate will advise high-net-worth individuals, families, fiduciaries, and business owners on complex trust, estate, and tax planning matters, as well as trust and estate administration.

The attorney will support client relationships across Connecticut, New York, and New Jersey, collaborating with attorneys and clients across offices and mentoring junior

Qualifications

• J.D. from an accredited law school; LLM in Taxation preferred.
• 10+ years of experience in tax, trusts & estates law, with substantial trusts and estates experience required.
• Candidates must be admitted in Connecticut, New York, or New Jersey and be willing to obtain admission in additional jurisdictions, including Connecticut, New York, and New Jersey, as needed to support client matters.
• Strong knowledge of estate, gift, fiduciary, and income tax planning.
• Experience representing high-net-worth individuals, families, fiduciaries, and closely held businesses.
• Excellent drafting, analytical, and client relationship skills.

Responsibilities

• Advise clients on sophisticated estate planning strategies, including trusts, wills, business succession planning, asset protection, and wealth transfer planning.
• Handle complex trust and estate administration matters.
• Counsel clients regarding federal and state estate, gift, income, and fiduciary tax issues.
• Work closely with attorneys throughout the firm on tax, trust, and estate planning aspects of client matters.
• Develop and maintain strong client relationships while providing exceptional client service.
• Assist with the increasing volume of tax, trust, and multi-state estate planning matters generated through the firm's continued growth.
• Mentor junior attorneys and support the development of the practice.

Skills

Estate planning

Tax planning

Client management

Drafting

Multistate practice

Education

J.D. from an accredited law school

LLM in Taxation preferred

Job description

Purpose of Role

Mandelbaum Barrett PC is seeking an experienced Tax, Trusts & Estates Attorney to join its growing Tax, Trusts & Estates Practice Group.

The ideal candidate will have significant experience advising high-net-worth individuals, families, fiduciaries, and business owners on complex trust, estate, and tax planning matters, as well as trust and estate administration.

This attorney will play a key role in supporting existing client relationships, handling matters across Connecticut, New York, and New Jersey, and helping meet the growing demand for sophisticated trusts and estates services throughout the Firm.

Candidates may be based in Connecticut, New York, or New Jersey and must be able to effectively collaborate with attorneys and clients across offices.

Responsibilities

• Advise clients on sophisticated estate planning strategies, including trusts, wills, business succession planning, asset protection, and wealth transfer planning.


• Handle complex trust and estate administration matters.


• Counsel clients regarding federal and state estate, gift, income, and fiduciary tax issues.


• Work closely with attorneys throughout the firm on tax, trust, and estate planning aspects of client matters.


• Develop and maintain strong client relationships while providing exceptional client service.


• Assist with the increasing volume of tax, trust, and multi-state estate planning matters generated through the firm's continued growth.


• Mentor junior attorneys and support the development of the practice.

Qualifications

• J.D. from an accredited law school; LLM in Taxation preferred.


• 10+ years of experience in tax, trusts & estates law, with substantial trusts and estates experience required.


• Candidates must be admitted in Connecticut, New York, or New Jersey and be willing to obtain admission in additional jurisdictions, including Connecticut, New York, and New Jersey, as needed to support client matters.


• Strong knowledge of estate, gift, fiduciary, and income tax planning.


• Experience representing high-net-worth individuals, families, fiduciaries, and closely held businesses.


• Excellent drafting, analytical, and client relationship skills.

Compensation & Benefits

• Base Salary:$175,000 - $250,000 annually, commensurate with experience and qualifications. Final salary reflects your skills, experience, and contributions.


• Merit-Based Rewards: Discretionary year-end bonus, merit increases, and origination credit—your performance and client contributions impact your compensation.


• Comprehensive Benefits: Eligible employees may participate in medical, dental, vision, life and disability insurance, 401(k), paid time off, and voluntary programs.

Equal Opportunity Statement

Mandelbaum Barrett PC is an equal opportunity employer and is committed to fostering a diverse and inclusive workplace. We welcome applicants of all backgrounds, experiences, and perspectives. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by applicable law.