Trust & Estate Planning Specialist

Neuberger Berman; New York (NY); Hybrid; USD 220,000 - 260,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Paid time off

Job summary

Neuberger Berman's Advice, Planning & Fiduciary Services Team in New York is seeking an experienced attorney to lead tax, trust and estate planning for UHNW clients. The role involves collaborating with internal specialists and outside counsel to deliver tailored fiduciary guidance.

You will work within Neuberger Wealth, engage in thought leadership, and help expand the firm's trusted advisor capabilities across our nationwide client base, with a hybrid work model.

Qualifications

• The ideal candidate will have 10+ years of experience in tax, trust and estate planning.
• J.D. required / LL.M. in Taxation a plus — with prior work in law and/or wealth management.
• Proven ability to manage complex, high-net-worth relationships with a focus on trust and estate planning.
• Strong collaborator who works effectively within a multi-disciplinary team.

Responsibilities

• Advising wealthy clients in all aspects of tax, trust and estate planning; pre-liquidity planning; and charitable planning
• Supporting advisor teams and portfolio managers by providing subject matter expertise
• Collaborating with both internal and external experts to deliver tailored, comprehensive advice
• Leveraging technology to scale and organize advisory delivery
• Acting as a thought leader through the publication of articles, LinkedIn/social media presence, and speaking arrangements
• Promoting our internal trust company capabilities to centers-of-influence in the industry

Skills

Tax planning

Estate planning

Trust administration

Client relationship management

Education

J.D. degree

LL.M. in Taxation (plus)

Job description

Advice, Planning & Fiduciary Services Team | Neuberger Wealth

About the Team

The Advice, Planning & Fiduciary Services Team at Neuberger Wealth is comprised of in-house tax, trust and estate attorneys, certified financial planners, and fiduciary specialists — 34 professionals in total. Together, the team advises clients on estate planning, tax planning, life insurance, philanthropy, and wealth education. Additionally, the team caters to the trust administration needs of wealthy families through our internal trust company, Neuberger Trust Company, which serves as trustee in all 50 states and oversees $17.2B in assets across UHNW and strategic client relationships.

Responsibilities

• Advising wealthy clients in all aspects of tax, trust and estate planning; pre-liquidity planning; and charitable planning
• Supporting advisor teams and portfolio managers by providing subject matter expertise
• Collaborating with both internal and external experts — including outside attorneys and law firms, as well as third-party solution providers such as accounting, valuation, and life insurance firms, and certain family office service providers — to deliver tailored, comprehensive advice
• Leveraging technology to scale and organize advisory delivery
• Acting as a thought leader through the publication of articles, LinkedIn/social media presence, and speaking arrangements
• Promoting our internal trust company capabilities — full fiduciary and directed trustee services — to "centers-of-influence" in the industry

Qualifications

• The ideal candidate will have 10+ years of experience in tax, trust and estate planning
• J.D. required / LL.M. in Taxation a plus — with prior work in law and/or wealth management
• Proven ability to manage complex, high-net-worth relationships with a focus on trust and estate planning
• Strong collaborator who works effectively within a multi-disciplinary team

Note: the team does not practice law, draft legal documents, or sell life insurance; candidates should be comfortable operating in an advisory/fiduciary capacity alongside outside counsel and other licensed professionals

#LI-JG3 #LI-Hybrid Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.

Compensation Details

The salary range for this role is $220,000-$260,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs.

This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package.

We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.

Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company’s sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.

Neuberger is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.

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Founded in 1939, Neuberger is a private, independent, employee-owned investment manager. From offices in 40 cities worldwide, the firm manages $567 billion in client assets (as of March, 2026) across a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally. Tenured, stable and long-term in focus, the firm has built a diverse team—including 790-plus investment professionals and more than 2,900 employees in total—united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by Pensions & Investments as the first or second "Best Place to Work in Money Management" for last eight consecutive years (firms with 1,000+ employees). Neuberger believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.

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