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