Private Clients Associate

Job Overview

A law firm seeks a Private Clients Associate in Rochester, NY. This role involves working with individuals, families, and business owners to develop estate plans and management strategies. The position offers an opportunity to engage in meaningful work and collaborate with a team dedicated to protecting clients' interests and preserving wealth across generations.

Duties

• Represent high net worth individuals in estate, income, and gift tax planning.
• Advise on trust and estate administration matters.
• Collaborate with clients to develop practical planning solutions.
• Work with trusts, partnerships, limited liability companies, and corporations.

Requirements

• 3-8 years of experience in relevant legal practice.
• Experience with high net worth clients and complex tax planning.
• Familiarity with trust and estate administration.

Education

• Juris Doctor (JD) degree required.

Certifications

• Bar admission in New York or eligibility to waive in.

Skills

• Strong analytical and problem-solving abilities.
• Excellent communication and interpersonal skills.
• Ability to work collaboratively in a team environment.

Benefits

• Standard benefits package.
• Potential for additional contingent compensation based on performance and qualifications.

This firm has gone through countless mergers to end up where it is today: a national full-service firm. The firm has the advantage of having both suburban East Coast offices and branches in several major cities, which allows the firm to accommodate a spectrum of needs and clients. In the city, the practice is strongly litigation and intellectual property oriented, with a particularly popular employment section. Associates here have the benefits of a smaller firm attitude with the offices and paychecks of a large firm. Pulling down lots of hours, but not unreasonable amounts, the associates get good responsibility and on the job training.