Trusts & Estates Associate - Wealth & Tax Planning

Nance Staffing; City of Rochester (NY); On-site; USD 125,000 - 165,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

Paid Time Off

Pension plan

Job summary

A legal firm specializing in trusts and estates is looking for a Trusts & Estates Associate with 4–6 years of experience. The candidate will advise high-net-worth clients on tax and estate planning, wealth preservation, and charitable giving. This role includes collaboration with various practice areas to offer comprehensive solutions. The position offers competitive compensation within a salary range of $125,000 to $165,000, depending on experience, and includes a comprehensive benefits package.

Qualifications

• Four to six years of experience as a Trusts & Estates attorney.
• Knowledge in high net-worth tax and estate planning.
• Experience with estate and trust administration.

Responsibilities

• Advise clients on estate planning strategies.
• Collaborate with other practice areas for comprehensive solutions.
• Manage estate and trust administration processes.

Skills

High net-worth tax planning

Estate planning

Wealth preservation

Charitable giving

Estate administration

Job description

A legal firm specializing in trusts and estates is looking for a Trusts & Estates Associate with 4–6 years of experience. The candidate will advise high-net-worth clients on tax and estate planning, wealth preservation, and charitable giving. This role includes collaboration with various practice areas to offer comprehensive solutions. The position offers competitive compensation within a salary range of $125,000 to $165,000, depending on experience, and includes a comprehensive benefits package.