Private Client Services Senior Associate

Job Overview

A law firm seeks a highly skilled Senior Associate to join the Private Client Services Group in Philadelphia. This role offers the opportunity to engage in sophisticated estate planning, trust administration, and ultra-high-net-worth client advisory. The successful candidate will excel in a client-centric environment, working with high-profile families and entrepreneurs to structure complex estate plans and advise on wealth strategies.

Duties

• Design and implement advanced estate planning strategies, including dynasty trusts and charitable vehicles.
• Advise on family office governance, fiduciary roles, and succession planning.
• Provide guidance on luxury asset succession, such as aircraft and art collections.
• Collaborate with investment advisors and accountants for integrated client solutions.
• Understand tax matters related to estates and trusts, including tax return preparation.
• Represent clients in probate proceedings and IRS audits when necessary.

Requirements

• Minimum 6-8 years of experience in trusts and estates law with UHNW client exposure.
• Strong drafting skills and familiarity with tax implications of estate structures.
• Experience with family office operations and philanthropic planning.
• Exceptional interpersonal skills and ability to navigate sensitive family matters.
• Commitment to excellent client service, discretion, and confidentiality.
• Pennsylvania Bar membership required.

Education

• LL.M. in Taxation or Estate Planning preferred.

Certifications

• Pennsylvania Bar membership required.

Skills

• Strong understanding of changing legal, tax, and regulatory rules.
• Ability to collaborate effectively with professionals across disciplines.

Benefits

• Access to elite clientele and complex planning opportunities.
• A culture of discretion, innovation, and collaboration.
• Strategic growth in key markets including Florida, New York, and California.

This firm is absolutely hugewith offices in virtually every legal marketplace in the United States. Why have more people not heard of them? Likely because this firm's work is strongly linked to the insurance industry. Although they have of late attempted to reach out to other industries, insurance companies, who send their litigation and corporate work this firm's way, still make up the lion's share of this firm's business. Although this provides a lot of stability and security, insurance companies usually negotiate for lower hourly rates, which means associate salaries aren't generally at market. The trade-off? Many associates have taken their own cases to trial.