Estate and Tax Planning Attorney

Job Overview

A law firm seeks a seasoned Estate and Tax Planning Attorney with 13 years of experience to join its White Plains practice. The successful candidate will design and implement sophisticated estate plans, advise high-net-worth clients on tax-efficient strategies, and collaborate with internal teams to deliver comprehensive wealth-preservation solutions.

Location:

• White Plains, New York

Duties:

• Advise clients on estate, gift, and generation-skipping transfer tax planning
• Draft and review wills, trusts, powers of attorney, and related instruments
• Structure and implement tax-efficient strategies for family offices and closely held businesses
• Coordinate with accountants, financial advisors, and fiduciaries on plan administration
• Conduct tax research and prepare written analyses on federal and state tax issues
• Represent clients in IRS audits, estate tax proceedings, and state tax controversies
• Mentor junior associates and contribute to business development efforts

Requirements:

• 13 years of post-Juris Doctor experience in estate and tax planning
• Admission to the New York Bar (active status)
• Proven track record with complex trust and estate administrations
• Ability to manage multiple client engagements and deadlines simultaneously

Education:

• Juris Doctor (JD) from an ABA-accredited law school

Certifications:

• Active New York Bar admission

Skills:

• Advanced tax research (CCH, RIA, Bloomberg Tax) and legal writing
• Proficiency drafting complex trust instruments and tax-planning memoranda
• Strong analytical and problem-solving capabilities
• Excellent interpersonal and client communication skills
• Familiarity with estate-planning software (e.g., WealthDocx, Drafting Docs)

This law firm provides quality representation in a diverse range of fields. Their areas of practice include employment law, leasing, land use, banking law, bankruptcy, government relations, leasing, family law, and commercial litigation. The firm is located in White Plains, New York.