Private Client Trusts & Estates Associate / Senior Associate Job in New York City, NY Near Me - 378142 | BCGSearch.com

Private Client Trusts & Estates Associate / Senior Associate

Type Full-Time

Location New York - New York City

Job ID 735E378142

Experience Level Midlevel Associate

Job Experience Min. 4 Years

Ranking 4 : Medium to Large Business $$$$

Estimated Salary Highest Salary Band in the Market

Practice Areas Tax - GeneralProbateEstate & Tax PlanningElder LawTrusts and Estates - General

2025-06-13 01:35:03

Job Overview:
A distinguished law firm is seeking a Trusts & Estates Associate or Senior Associate Attorney to join its Private Client Department in the New York office. This role offers an opportunity to work on sophisticated estate planning and administration matters for high-net-worth individuals and families, including tax-efficient wealth transfer strategies, charitable planning, and fiduciary representation. The position offers flexibility, with hybrid and part-time arrangements considered, and provides the opportunity to work in a collaborative, nationally recognized private client team.

Location:

  • New York, NY

Duties:

  • Provide counsel on estate planning and administration for high-net-worth individuals and families

  • Advise on federal and state tax planning, including estate, gift, and income taxation

  • Draft estate planning documents, including wills, trusts, powers of attorney, and healthcare directives

  • Support succession planning for family-owned businesses and retirement assets

  • Counsel clients on charitable giving strategies and tax-exempt organizations

  • Handle probate and trust administration matters, including fiduciary representation

  • Collaborate with attorneys across multiple practices (e.g., corporate, real estate, tax) to serve client needs holistically

Requirements:

  • Minimum of 4 years of experience in sophisticated trusts and estates legal matters

  • Experience advising high-net-worth individuals and families

  • Demonstrated understanding of estate, gift, and generation-skipping transfer tax issues

  • Effective written and verbal communication skills

  • Proven ability to work independently and as part of a team

  • Strong client service orientation

Education:

  • Juris Doctor (JD) from an accredited U.S. law school

Certifications:

  • Active member in good standing of the New York State Bar (required)

Skills:

  • Technical proficiency in estate and gift tax law

  • Strong drafting and analytical skills

  • Collaborative mindset with a detail-oriented work approach

  • Ability to provide practical solutions to complex legal problems

  • Effective time and matter management abilities

Benefits:

  • Hybrid work flexibility and part-time arrangements considered

  • Comprehensive benefits package including health, dental, vision, and life insurance

  • 401(k) plan and other voluntary benefit options

  • Professional development and mentorship opportunities

  • Path to partnership consideration for qualified candidates

This firm is all about keeping costs low and revenue high--by servicing regional clients (including some impressive Manhattan companies) from their New Jersey offices. Although not terribly interested in glitz or glamour, this firm's practice areas, in particular ERISA and technology departments, do a good job of keeping step with their larger, more urban law firm competitors. Although one of New Jersey's largest and oldest firms, these lawyers try their best to keep a young attitude and management philosophy--and, according to our sources--are succeeding.

Your information will not be forwarded to any employers at this time. A recruiter will contact you with more information once our internal review of your resume is completed.

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