Trusts & Estates Associate (Hybrid) — High-Impact Planning

Jobot; New York (NY); Hybrid; USD 160,000 - 275,000; Full time

Benefits offered by this job

Meaningful work

Best-in-class firm

Competitive compensation package

Complete benefits package

Flexible work schedules

Accelerated career growth

Fun company activities

Many more

Job summary

Jobot is seeking an Estate Planning Associate to join our sophisticated trusts and estates practice on a hybrid basis in New York, NY. You will craft complex estate planning documents and provide high-level counsel to wealthy clients.

Ideal candidates have 2-5+ years of relevant experience, strong tax planning knowledge, and a track record in wealth transfer strategies within a leading private client team. We offer a competitive compensation package and flexible schedules.

Qualifications

• 2-5+ years of sophisticated trusts & estates experience with a focus on planning.
• Experience drafting sophisticated estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, and related wealth transfer instruments.
• Strong knowledge of estate, gift, and generation-skipping transfer tax planning, trust administration, and high-net-worth client counseling.

Responsibilities

• Draft sophisticated estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, and related wealth transfer instruments.
• Advise high-net-worth clients on estate and gift tax planning.
• Assist with trust administration and wealth transfer strategies.

Skills

Estate planning

Tax planning

High-net-worth counseling

Trust administration

Education

J.D. from an accredited law school

Active Bar admission

Job description

Jobot is seeking an Estate Planning Associate to join our sophisticated trusts and estates practice on a hybrid basis in New York, NY. You will craft complex estate planning documents and provide high-level counsel to wealthy clients.

Ideal candidates have 2-5+ years of relevant experience, strong tax planning knowledge, and a track record in wealth transfer strategies within a leading private client team. We offer a competitive compensation package and flexible schedules.