Trusts & Estates Attorney — High Net Worth Planning

Robert Hadley Associates

New York (NY)

On-site

USD 140,000 - 210,000

Full time

3 days ago
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Job summary

Robert Hadley Associates seeks a mid-level associate with extensive trusts and estates experience for a prominent New York firm. The candidate will handle complex planning, administration, fiduciary tax, and related tax returns for high net worth clients and families.

NY Bar admission is required; LL.M. in Taxation is a plus. The role involves advising on income, transfer, charitable planning, and business succession planning within a prestigious, client‑facing practice.

Qualifications

  • Experience in complex trust and estate planning and administration.
  • Experience with fiduciary tax and accounting, and estate controversies.
  • Ability to advise on income tax, transfer tax and charitable planning.

Responsibilities

  • Counsel high net worth individuals and families on wealth planning strategies.
  • Lead administration of complex trusts and estates and handle related audits.
  • Address valuation issues and pass-through entity planning and business succession.

Skills

Trusts & Estates
Estate planning
Fiduciary tax
Tax return preparation
Advising high net worth clients

Education

LL.M. in Taxation
New York Bar admission

Job description

Robert Hadley Associates seeks a mid-level associate with extensive trusts and estates experience for a prominent New York firm. The candidate will handle complex planning, administration, fiduciary tax, and related tax returns for high net worth clients and families.

NY Bar admission is required; LL.M. in Taxation is a plus. The role involves advising on income, transfer, charitable planning, and business succession planning within a prestigious, client‑facing practice.

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