Private Clients, Trusts & Estates Senior Associate / Counsel / Income Partner

Job Overview

A law firm seeks a Senior Associate, Counsel, or Income Partner to join its Private Clients, Trusts & Estates practice in New York City, NY. The successful candidate will work with two partners on significant multi-line and multi-generational client matters, providing sophisticated legal solutions and managing complex projects.

Duties

• Advise family offices and closely-held business owners.
• Develop and implement sophisticated lifetime and testamentary planning strategies.
• Supervise research and projection of tax implications of planning techniques.
• Prepare client educational and summary materials.
• Meet and communicate directly with clients to advance their goals.
• Manage client projects from inception to conclusion.
• Supervise junior attorneys.

Requirements

• Licensed and in good standing in the jurisdiction of practice.
• Excellent communication, interpersonal, and organizational skills.
• Experience managing client projects and leading teams.
• Strong understanding of income, fiduciary, estate, gift, and generation-skipping transfer tax regimes.
• Willingness to complete projects on short notice.

Education

• Juris Doctor (JD) degree.

Certifications

• Bar admission in relevant jurisdiction.

Skills

• Exceptional attention to detail.
• Ability to work effectively in a team environment.
• Ability to manage multiple projects and shifting priorities.

Benefits

• Medical, dental, and vision insurance.
• Profit-sharing and generous paid time off.
• Flexible reimbursement account for personal well-being expenses.

Although more commonly thought of as a Washington, DC, firm, this New York office has many of the same practice areas. As this firm continues to grow its New York office, this is a tremendous opportunity for associates to get in on the ground floor in terms of shaping the character of the office. We like the litigation work that is being done in this office, as it has a decidedly corporate bent, with an emphasis on securities litigations. A down-to-earth group of attorneys, this office should emerge as a practice unto itself over time.