Trusts & Estates Associate Attorney

Jobot; Cherry Hill Township (NJ); On-site; USD 120,000 - 250,000; Full time

Benefits offered by this job

Health insurance

Dental & Vision

401(k) plan

Partner Track

Mentorship

Job summary

Jobot is seeking a senior Trusts & Estates attorney to join our Private Client Group. This role focuses on sophisticated wealth and tax planning, beyond routine drafting, with responsibility for complex structures and client relationships.

The successful candidate will lead planning strategies for closely held businesses and multigenerational wealth transfer, while mentoring junior attorneys in a collaborative, growth-oriented environment.

Qualifications

• 7+ years focused experience in Trusts & Estates law.
• Strong background in sophisticated estate and tax planning work.
• Demonstrated ability to draft complex estate planning instruments and structures.
• Excellent understanding of federal and state transfer tax systems.
• Admission to the New Jersey and/or Pennsylvania Bar required; NY and/or Florida a plus.
• LL.M. in Taxation is strongly preferred.

Responsibilities

• Design and draft advanced estate planning structures tailored to high-net-worth families and businesses.
• Advise clients on complex tax matters involving income, estate, gift, and generation-skipping transfer taxes at state and federal levels.
• Manage probate and trust administration matters from start to finish, including tax filings.
• Coordinate directly with clients and collaborate with accountants, financial planners, and family office professionals.
• Serve as a trusted advisor in sensitive family and wealth planning discussions.
• Support the development of junior attorneys and paralegals within the practice group.

Skills

Trusts & Estates

Tax planning

Client relations

Drafting instruments

Education

Juris Doctor (JD)

LL.M. in Taxation

Job description

Salary: $120,000 - $250,000 per year

A bit about us

Our client is a mid-sized commercial law firm that provides comprehensive legal services to businesses and individuals across a wide range of industries, including the private, public, and nonprofit sectors. With offices throughout the Mid-Atlantic region and an additional presence in South Florida, the firm is well positioned to serve clients in key economic centers.

The firm represents clients at every stage of growth—from startups and entrepreneurs to established companies and large national organizations. Since its origins as a small, specialized practice, it has grown into a respected alternative to larger national firms, offering sophisticated legal services with a more tailored approach.

Its client base spans industries such as technology, manufacturing, real estate, and healthcare, among others. The firm emphasizes practical, business-focused solutions and adapts its services to meet evolving client needs and market conditions.

Known for its collaborative culture and strong professional reputation, the firm attracts attorneys with diverse backgrounds and experience across a variety of practice settings. Its lawyers are committed to delivering strategic, results-driven counsel while serving as trusted advisors to their clients.

Why join us

• Competitive salary commensurate with experience
• Bonus potential
• Comprehensive benefits package (health, dental, vision, 401(k), etc.)
• Partner Track
• Mentorship

Job Details

A well-established and growing Trusts & Estates practice is seeking a senior-level attorney to take on a sophisticated and relationship-driven role within its private client group. This is not a routine drafting position - this role is designed for an attorney who wants to move beyond standardized estate planning and engage deeply in complex wealth, tax, and family structuring matters.

The successful candidate will work closely with senior partners on advanced planning strategies involving closely held businesses, multigenerational wealth transfer, and nuanced tax planning. Over time, this individual is expected to assume a leading role in client relationships and matter management.

Key Responsibilities

• Design and draft advanced estate planning structures tailored to high-net-worth family and business needs, including trusts and related planning vehicles
• Advise clients on complex tax matters involving income, estate, gift, and generation-skipping transfer taxes at both state and federal levels
• Manage probate and trust administration matters from start to finish, including preparation and review of required tax filings
• Coordinate directly with clients and collaborate with external advisors such as accountants, financial planners, and family office professionals
• Serve as a trusted advisor in sensitive family and wealth planning discussions
• Support the development of junior attorneys and paralegals within the practice group

Qualifications

• Minimum of 7 years of focused experience in Trusts & Estates law
• Strong background in sophisticated estate and tax planning work
• Demonstrated ability to draft complex estate planning instruments and structures
• Excellent understanding of federal and state transfer tax systems
• Strong interpersonal skills and the ability to navigate sensitive client dynamics with discretion and professionalism
• Admission to the New Jersey and/or Pennsylvania Bar required; additional admission in New York and/or Florida is a plus
• An LL.M. in Taxation is strongly preferred

What This Role Offers

• Opportunity to work on highly sophisticated, multi-layered planning matters
• Direct involvement with high-net-worth individuals and family enterprise structures
• Clear path toward increased client leadership and responsibility
• Collaborative environment with experienced practitioners
• Exposure to both planning and administration aspects of private client work

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.