Private Clients Associate

Recruiter

Rochester, NY

Private Clients Associate

Attorney

2-10 yrs required

No

Job Overview:
A law firm is seeking to hire a Private Clients Associate with 3-5 years of experience to join its growing Private Clients Practice Group. The ideal candidate will have experience working with high-net-worth individuals, trusts, partnerships, limited liability companies, and corporations, focusing on estate, income, and gift tax planning matters. The candidate should also have familiarity with trust and estate administration. This position offers an opportunity to work on complex and meaningful cases, providing practical planning solutions to clients.

Location:

• Rochester, NY

Duties:

• Represent high-net-worth individuals, trusts, partnerships, limited liability companies, and corporations in estate, income, and gift tax planning matters
• Assist in the administration of trusts and estates
• Develop and implement planning solutions to minimize taxes and preserve business and wealth across multiple generations
• Partner with clients to craft estate plans and achieve long-term wealth management goals
• Collaborate with other legal professionals to deliver high-quality services to clients

Requirements:

• 3-5 years of experience in private client work, focusing on estate and tax planning
• Experience with trust and estate administration
• Ability to work with high-net-worth clients and handle complex legal matters
• Strong communication and interpersonal skills
• Ability to collaborate effectively within a team environment

Education:

• Juris Doctorate (JD) from an accredited law school

Certifications:

• Licensed to practice law in the relevant jurisdiction

Skills:

• Strong understanding of estate, income, and gift tax planning
• Proficient in trust and estate administration
• Excellent legal research, writing, and drafting skills
• Ability to manage client relationships with attention to detail
• Strong analytical and problem-solving abilities
• Ability to work in a fast-paced, dynamic environment

Benefits:

• Contingent compensation based on work performance, geographic location, experience, education, and qualifications
• Standard benefits package (details may vary)