Trusts & Estates Associate or Counsel – International Planning

Jobot; New York (NY); Ibrido; USD 180.000 - 275.000; Tempo pieno

Vantaggi offerti da questo lavoro

Hybrid work model

Competitive compensation

Mentorship and career development

Descrizione del lavoro

Jobot seeks an International Trusts & Estates Associate or Counsel in New York, NY, to handle international planning for high-net-worth clients at a premier private client practice. This role offers a hybrid work model, direct client interaction, and opportunities to collaborate with a global team on sophisticated cross-border matters. The ideal candidate has 5+ years in trusts and estates, strong drafting and tax knowledge, and a JD.

ALL.M. in Taxation is a plus.

Competenze

• JD or equivalent qualifying law degree and active bar membership.
• At least 5 years of trusts and estates experience, with international planning exposure.
• Strong drafting, research, and communication skills.

Mansioni

• Develop international and cross-border estate plans for high-net-worth clients.
• Advise on estate, gift, and generation-skipping transfer tax matters; U.S. and non-U.S. persons.
• Draft and review wills and trusts tailored to domestic and international objectives.
• Counsel on U.S. tax implications of foreign trusts and assets.
• Manage trust and estate administration and coordinate with advisors.
• Oversee estate and trust tax compliance and reporting filings.
• Evaluate tax planning strategies for wealth preservation and intergenerational transfers.
• Provide client-focused private client services with discretion.

Conoscenze

Legal drafting

Analytical ability

Communication

Client service

Formazione

Juris Doctor or equivalent

LL.M. in Taxation (preferred)

Descrizione del lavoro

International Trusts & Estates Associate or Counsel

$180000 - $275000 per year | New York, NY | Hybrid | Permanent

International Estate Planning Associate / Counsel – NY / CT

A bit about us:

An established and highly regarded law firm offering a collaborative, intellectually engaging environment where attorneys have the opportunity to work on sophisticated matters for an impressive clientele. With a strong emphasis on mentorship, professional growth, and meaningful client relationships, the firm provides the opportunity to take on substantial responsibility, work alongside talented legal professionals, and play an active role in the continued growth of a highly specialized practice.

Why join us?

• Work on sophisticated domestic and international estate planning matters for a high-net-worth clientele.
• Take on meaningful responsibility with direct client interaction and exposure to complex, high-level matters.
• Join a growing international private client practice with opportunities to make a lasting impact.
• Benefit from a collaborative environment that prioritizes mentorship, professional development, and career advancement.
• Enjoy competitive compensation, performance-based bonuses, and a comprehensive benefits package.

Job Details

Join a sophisticated private client practice as a permanent Trusts & Estates Associate or Counsel focused on international planning. This opportunity is ideal for an experienced attorney who enjoys solving complex cross-border challenges and delivering thoughtful, highly personalized counsel to high-net-worth individuals, families, fiduciaries, and family offices.

You will work at the intersection of trusts and estates, international tax, and multigenerational wealth planning, helping clients protect assets, navigate competing legal jurisdictions, and achieve their legacy goals. Bring your technical depth, sound judgment, and client-first approach to a role offering challenging matters and meaningful client relationships.

Responsibilities

• Develop and implement international and cross-border estate plans for high-net-worth and ultra-high-net-worth individuals and families.
• Advise clients on estate, gift, and generation-skipping transfer tax matters, including planning involving U.S. and non-U.S. persons, assets, and beneficiaries.
• Draft and review wills, revocable and irrevocable trusts, and related estate planning documents tailored to domestic and international objectives.
• Counsel clients on the U.S. tax implications of foreign trusts, foreign assets, residency changes, and inbound or outbound wealth transfers.
• Manage trust administration and estate administration matters, coordinating with fiduciaries, beneficiaries, accountants, investment advisors, and foreign counsel.
• Oversee trust and estate tax compliance, including the preparation or review of applicable estate, gift, fiduciary income tax, and international information reporting filings.
• Evaluate tax planning strategies that support wealth preservation, succession planning, charitable giving, and efficient intergenerational transfers.
• Provide responsive private client services while maintaining discretion and building trusted relationships with clients and their advisors.
• Research complex legal and tax issues, monitor relevant developments, and translate technical conclusions into practical recommendations.
• Collaborate with colleagues across practice areas and support the development of junior attorneys and other team members.

Qualifications

• Juris Doctor or equivalent qualifying law degree and active bar membership in good standing in an applicable jurisdiction.
• At least 5 years of relevant trusts and estates experience, with substantial exposure to international estate planning or cross-border estate planning.
• Demonstrated experience in trust administration, estate administration, estate and gift tax, and tax planning.
• Strong working knowledge of international tax issues affecting private clients, including U.S. and non-U.S. individuals, trusts, and beneficiaries.
• Experience delivering private client services and high-net-worth client services with professionalism, discretion, and attention to detail.
• Proficiency in trust and estate tax compliance, including relevant tax returns and international reporting requirements.
• Excellent legal drafting, research, analytical, and communication skills, with the ability to explain sophisticated concepts clearly.
• Ability to manage complex matters independently, coordinate multidisciplinary advisors, and meet competing deadlines.
• Strong relationship-building skills and a commitment to exceptional client service.
• An LL.M. in Taxation or comparable advanced tax training is a plus. Equivalent experience demonstrating the required technical skills will also be considered.

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.

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