Trust & Estate Associate - Atlanta, GA

Fox Rothschild; Atlanta (GA); On-site; USD 80,000 - 120,000; Full time

Job summary

Fox Rothschild is seeking an associate with 5-7 years of experience in Atlanta to support their Taxation and Wealth Planning Department. Candidates must have a Juris Doctorate and be licensed in Georgia. Responsibilities include advising high-net-worth individuals on complex wealth transfer strategies, drafting estate planning documents, and collaborating with fiduciaries on trust administration. This role is ideal for a professional focused on creating customized strategies that reflect evolving tax laws and family dynamics.

Qualifications

• Must be licensed to practice law in the State of Georgia.
• Advising high-net-worth individuals on wealth transfer and estate planning.
• Counseling trustees and executors on trust and estate administration.

Responsibilities

• Support the Taxation and Wealth Planning Department.
• Define, protect, and achieve clients' long-term planning objectives.
• Guide fiduciaries in understanding their duties.

Skills

Strong working knowledge of gift, estate, and generation-skipping transfer tax regimes

Excellent drafting, analytical, and client communication skills

Demonstrated ability to manage complex matters independently

Client-focused mindset with professionalism

Education

Juris Doctorate (JD)

Job description

Overview

Description: Fox Rothschild is seeking an associate with five to seven years of experience to support our Taxation and Wealth Planning Department. This role is ideal for a sophisticated trusts-and-estates practitioner who advises high-net-worth individuals on complex wealth transfer and estate planning matters and supports fiduciaries in trust and estate administration. The successful candidate will play a key role in helping clients define, protect, and achieve their long-term planning objectives through thoughtful, customized strategies that reflect evolving tax laws and family dynamics. We are not currently accepting resumes from search firms for this position.

Qualifications

• Juris Doctorate (JD) required. Must be licensed to practice law in the State of Georgia.
• Strong working knowledge of gift, estate, and generation-skipping transfer tax regimes.
• Excellent drafting, analytical, and client communication skills.
• Demonstrated ability to manage complex matters independently while collaborating effectively with teams.
• Client-focused mindset with a high degree of professionalism and discretion.

Knowledge, Skills, & Abilities

• Advise high-net-worth individuals, families, and trustees on comprehensive estate and wealth transfer planning strategies.
• Design and implement advanced estate planning techniques, including gift tax planning, charitable giving strategies, irrevocable gifting trusts, and leveraging federal and state tax exemptions and exclusions.
• Draft and review sophisticated estate planning documents, including wills, trusts, and ancillary instruments.
• Counsel trustees and executors on the administration of trusts and decedents’ estates.
• Guide fiduciaries in understanding and fulfilling their duties and responsibilities.
• Assist clients and fiduciaries in navigating complex intestacy laws and administration procedures.

Work Environment

This job operates in a clerical, office setting. This role routinely uses standard office equipment including, but not limited to computers, telephones, printers, and copiers.

Physical Requirements

• Sedentary work: Exertion of physical strength to lift, carry, push, pull, or otherwise move objects up to 10 pounds. Work involves sitting most of the time. Walking and standing is often necessary in carrying out job duties.

Compensation & Benefits

For information on Fox Rothschild's compensation and benefits visit: Compensation & Benefits (foxrothschild.com).

Disclaimer

Fox Rothschild is under no obligation to provide sponsorship for this position. Applicants must be currently authorized to work in the United States on a full-time basis now and in the future.

The above is intended to describe the general content of and requirements for the performance of this job. It is not a contractor employment agreement and is not to be construed as an exhaustive statement of all functions, responsibilities, or requirements the employee may be required to perform, and the employee may be required to perform additional duties. Additionally, management reserves the right to review and revise the job description at any time. Employment with the firm is at-will. Employees must be able to satisfactorily perform all of the essential functions of the position with or without a reasonable accommodation. If an accommodation request would cause an undue hardship or a safety concern, the individual may not be eligible for the position.

Equal Opportunity Employer - vets, disability