Trusts & Estates Attorney

Whitman Advisory Job Community; Connecticut; On-site; USD 180,000 - 260,000; Full time

Benefits offered by this job

Discretionary year-end bonus

Merit increases

Medical, dental, vision, life and(dis)

Job summary

Whitman Advisory Job Community is seeking an experienced Tax, Trusts & Estates Attorney to join its growing practice. The ideal candidate will advise high-net-worth individuals, families, fiduciaries, and business owners on sophisticated estate planning, tax matters, and trust and estate administration.

This full-time position involves cross-state collaboration, mentorship of junior attorneys, and a varied, multi-state portfolio of matters across Connecticut, New York, and New Jersey.

Qualifications

• J.D. from an accredited law school; LL.M. in Taxation preferred.
• 10+ years of tax, trusts & estates experience, with substantial trusts and estates experience required.
• Admission in Connecticut, New York, or New Jersey, with willingness to obtain additional state admissions as needed.
• Strong knowledge of estate, gift, fiduciary, and income tax planning.
• Experience representing high-net-worth individuals, families, fiduciaries, and closely held businesses.
• Excellent drafting, analytical, communication, and client relationship skills.

Responsibilities

• Advise clients on estate planning, trusts, wills, business succession, asset protection, and wealth transfer strategies.
• Handle complex trust and estate administration matters.
• Counsel clients on federal and state estate, gift, income, and fiduciary tax matters.
• Collaborate with attorneys across multiple offices on tax, trust, and estate planning matters.
• Build and maintain strong relationships with high-net-worth clients and provide exceptional service.
• Manage a growing volume of sophisticated and multi-state trust, estate, and tax matters.
• Mentor junior attorneys and contribute to the continued growth of the practice.

Education

J.D. from an accredited law school; LL.M. in Taxation preferred.

Job description

Locations: Greenwich, CT | New York, NY | New Jersey

Type: Full-Time

A growing law firm is seeking an experienced Tax, Trusts & Estates Attorney to join its expanding practice. The ideal candidate will have significant experience advising high-net-worth individuals, families, fiduciaries, and business owners on sophisticated estate planning, tax matters, and trust and estate administration.

Key Responsibilities

• Advise clients on estate planning, trusts, wills, business succession, asset protection, and wealth transfer strategies.
• Handle complex trust and estate administration matters.
• Counsel clients on federal and state estate, gift, income, and fiduciary tax matters.
• Collaborate with attorneys across multiple offices on tax, trust, and estate planning matters.
• Build and maintain strong relationships with high-net-worth clients and provide exceptional service.
• Manage a growing volume of sophisticated and multi-state trust, estate, and tax matters.
• Mentor junior attorneys and contribute to the continued growth of the practice.

Qualifications

• J.D. from an accredited law school; LL.M. in Taxation preferred.
• 10+ years of tax, trusts & estates experience, with substantial trusts and estates experience required.
• Admission in Connecticut, New York, or New Jersey, with willingness to obtain additional state admissions as needed.
• Strong knowledge of estate, gift, fiduciary, and income tax planning.
• Experience representing high-net-worth individuals, families, fiduciaries, and closely held businesses.
• Excellent drafting, analytical, communication, and client relationship skills.
• Discretionary year-end bonus and merit increases
• Origination credit based on client contributions
• Medical, dental, vision, life and disability insurance
• 401(k), PTO, and additional voluntary benefits