Associate Attorney, Private Client Services

Associate Attorney, Private Client Services

Join our prestigious law firm in the heart of New York City as an Associate Attorney within our Private Client Services Practice Group. This role offers the opportunity to work closely with high-net-worth individuals, providing tailored, sophisticated solutions on complex trust and estate matters. The position combines challenging duties with a supportive, collegial environment aimed at fostering professional development and excellence in client service. With our hybrid work model, enjoy the flexibility of working between home and our NYC office while being part of a dynamic team.

Salary: $245,000 – $330,000 per year

Essential Duties and Responsibilities:

• Provide comprehensive advice on estate planning, tax strategies, and other trust and estate matters to high-net-worth clients.
• Draft complex wills, trusts, and other estate planning documents tailored to the specific needs of clients.
• Oversee the full spectrum of estate administration from the initial probate process to final account closing, ensuring compliance with all legal, tax, and fiduciary responsibilities.
• Conduct detailed tax analyses and calculations; prepare and deliver client presentations highlighting strategic planning options.
• Collaborate with team members, including attorneys and paralegals, to ensure high standards of legal service are maintained.
• Supervision of paralegals and junior staff, guiding them in detailed estate administration tasks and complex document drafting.

Minimum Position Qualifications:

• Juris Doctor (JD) degree from a top-tier law school with outstanding academic credentials.
• Admission to the New York Bar or eligibility to waive in.
• LL.M. in tax law or a similar advanced degree is required.
• At least 2–4 years of substantive law firm experience specializing in trust and estates law.
• Demonstrated skills in drafting complex legal documents and managing sophisticated estate administrations.
• Proven ability to work independently as well as part of a team in a fast-paced environment.

Preferred Qualifications:

• Strong tax law background with experience in estate and gift tax planning.
• Prior experience in legal settings focused on high-net-worth individuals.
• Experience with cross-border or international estate planning.
• Familiarity with financial planning, wealth management, or related fields.
• Advanced certifications such as a Certified Trust and Fiduciary Advisor (CTFA).

Skills:

• Exceptional analytical skills and attention to detail.
• Strong organizational and time management skills.
• Excellent oral and written communication skills.
• Ability to handle multiple tasks simultaneously and meet tight deadlines.
• High-level proficiency in legal research and administration tools.

Benefits:

• Competitive salary and discretionary bonuses.
• Firm-sponsored incentive programs.
• Comprehensive benefits package including health, dental, and vision insurance.
• Retirement savings plans and life insurance options.
• Support for ongoing professional development and education.