TT&E Attorney

Percy Towers; Town of Greenwich (NY); Hybrid; USD 175,000 - 250,000; Full time

Job summary

Percy Towers in the Tri-State Area seeks a seasoned attorney specializing in advanced wealth transfer, fiduciary taxation, and asset protection to lead sophisticated planning for ultra-high-net-worth clients. You will counsel on multi-state trusts, estate, and gift tax matters, working with fiduciaries and families from inception to distribution.

You will mentor junior associates, expand the elite client base, and collaborate across corporate and litigation teams to deliver bespoke wealth

Qualifications

• J.D. from ABA-accredited law school with exemplary academics.
• Active bar in CT, NY, or NJ; willingness to admit in additional jurisdictions as needed.
• 10+ years of substantive tax, trusts, and estates experience.
• Comprehensive mastery of estate, gift, fiduciary, and income tax planning principles.
• Proven representation of ultra-high-net-worth individuals and families.
• Impeccable drafting, analytical, and interpersonal communication abilities.

Responsibilities

• Architect sophisticated estate and tax planning for ultra-high-net-worth clients.
• Guide fiduciaries and families through multi-state trust and estate administration from start to finish.
• Counsel on complex federal and state tax liabilities (estate, gift, generation-skipping transfer, fiduciary income tax).
• Collaborate with interdisciplinary teams to ensure holistic client representation.
• Grow and maintain an elite client base with bespoke advisory services.
• Mentor junior associates to foster growth and development of the private wealth practice.

Skills

Client relationship management

Cross-border wealth planning

Leadership and mentorship

Strategic estate planning

Interpersonal communication

Education

Juris Doctor (J.D.)

LL.M. in Taxation / Estate Planning

Job description

Practice Area

Advanced Wealth Transfer / Fiduciary Taxation / Asset Protection

Location

Tri-State Area (Flexibility to sit in Greenwich, CT, New York, NY, or Roseland, NJ)

Salary

$175,000 to $250,000 Base Salary (Plus discretionary year-end bonus, merit increases, and lucrative origination credit)

Schedule

Full-time, Direct-Hire, Minimum 1,850 hours annual billed target.

The Firm

Our distinguished client is a nationally recognized, Chambers USA-ranked law firm with a formidable footprint across the Tri-State region. Widely celebrated for their philanthropic culture and commitment to diversity, this firm consistently earns top-tier accolades for its sophisticated practice groups, including its highly coveted private wealth and tax teams. They are renowned for providing integrated, white-glove legal counsel to an elite roster of high-net-worth individuals, closely held enterprises, and institutional fiduciaries. Cultivating an environment of premier collaboration, this firm empowers its practitioners with unmatched resources and a mandate to deliver bespoke wealth preservation strategies. This is an exceptional platform for a seasoned attorney seeking to elevate their practice without the traditional constraints of mega-firm bureaucracy, where your performance and client contributions directly impact your upward trajectory.

Duties

• Architecting sophisticated estate and tax planning vehicles, including bespoke trusts, business succession frameworks, and asset protection structures for ultra-high-net-worth clientele.
• Guiding fiduciaries, beneficiaries, and families through complex, multi-state trust and estate administration proceedings from inception to final distribution.
• Counseling affluent individuals and closely held business owners on intricate federal and state tax liabilities, encompassing estate, gift, generation-skipping transfer, and fiduciary income tax.
• Collaborating synergistically with interdisciplinary legal teams across the firm’s robust corporate and litigation practices to ensure holistic, commercial-minded client representation.
• Cultivating and expanding an elite client base while consistently delivering exceptional, bespoke advisory services that cement long-term relationships.
• Serving as a dedicated mentor to junior associates, fostering the continued growth, intellectual rigor, and overall development of the private wealth practice group.

Qualifications

• Juris Doctor (J.D.) from an ABA-accredited law school with an exemplary academic record.
• Active Bar Membership in good standing in Connecticut, New York, or New Jersey, coupled with a willingness to promptly obtain admission in complementary jurisdictions as client matters dictate.
• Ten (10) or more years of highly substantive, direct experience in tax, trusts, and estates law, with a heavy emphasis on complex wealth transfer mechanisms.
• Comprehensive mastery of state and federal estate, gift, fiduciary, and income tax planning principles.
• Demonstrated history of representing ultra-high-net-worth individuals, multi-generational families, fiduciaries, and closely held corporate entities.
• Impeccable drafting, analytical, and interpersonal communication capabilities required to interface flawlessly with demanding clientele and senior partners.

Skills

• A Master of Laws (L.L.M.) in Taxation or Estate Planning from a highly regarded academic institution.
• An established, portable book of business or a proven track record of significant client origination and relationship expansion.
• Advanced expertise in complex multi-state jurisdictional planning and cross-border wealth management considerations.
• Exceptional leadership acumen with a proven ability to independently drive complex matters while elevating the performance and morale of supporting legal staff.