Senior Estate Planning Associate

About the company

Our client is a law firm.

The role

Raydar is recruiting for this role on behalf of our client. Serve as a senior attorney in a busy private client practice, combining tax-focused planning work, ownership of client relationships and collaboration with other legal groups. There is room to build an independent client base over time.

What you'll do

- Advise affluent families on estate planning, trusts and the transfer of wealth, including matters with complex tax considerations.

- Take ownership of existing client relationships within a department that needs senior support right away.

- Work closely with firm leadership to serve current clients and grow the practice.

- Create and implement plans for blended families, special needs situations and multi-generational transfers.

- Develop your own client base over time with firm support and origination credit.

- Partner with colleagues in other practice groups to give clients a full-service experience.

- Contribute to the firm's long-term leadership pipeline and succession planning.

Requirements

What we're looking for

- 6 to 10+ years of trusts and estates experience at a sophisticated firm.

- Background in sophisticated private client planning and intergenerational wealth matters.

- Experience navigating sensitive family dynamics in estate matters.

- J.D. from an accredited law school.

- Active New York bar admission.

- Strong tax knowledge applied to estate planning, including gift, estate and generation-skipping tax.

- Ability to prepare advanced trust documents and estate planning packages.

- Experience with estate and trust administration.

- A warm, personable manner when handling sensitive client matters.

- A collaborative, open-door approach with colleagues at every level and a real desire to do substantive work.

- Ability to work in the office in New York City.

Bonus points

- An established portable client base with $1M+ in collections.

- LL.M. in Taxation or equivalent tax coursework.

Benefits

Compensation and benefits

- Base salary: USD 250,000 to 400,000 per year

- Variable compensation tied to origination and collections

Location and work model

- New York, NY, United States

- On-site

- Full-time