Recruiter

Philadelphia, PA, United States

Senior Private Client Associate or Of Counsel

Attorney

3-20 yrs required

Full-time

No

A law firm in Philadelphia is seeking a Senior Private Client Associate or Of Counsel with extensive experience in estate and tax planning for high net worth individuals and family groups. The ideal candidate should have a background in estate administration and business succession planning, with desirable experience in international tax and cross-border planning.

Job Duties:

• Provide sophisticated estate planning advice and counsel to high net worth individuals and families.
• Draft and review estate planning documents, including wills, trusts, powers of attorney, and advanced directives.
• Advise clients on business succession planning, including structuring of family-owned businesses and assets.
• Handle estate administration matters, including probate proceedings and trust administration.
• Assist clients with charitable planning, philanthropic endeavors, and tax-efficient wealth transfer strategies.
• Conduct comprehensive reviews of clients' financial situations to provide tailored estate planning solutions.
• Stay current on tax laws, regulations, and trends affecting estate planning and wealth management.

Requirements:

• Juris Doctor (.) degree from an accredited law school.
• Admission to the State Bar of Pennsylvania or eligibility for admission by waiver.
• 5+ years of experience in private client services at a large law firm or financial planning firm.
• Strong background in estate and tax planning, with a focus on high net worth individuals and family groups.
• Experience in international tax and cross-border planning preferred.
• Demonstrated ability to manage complex client relationships and confidential information.
• Excellent written and verbal communication skills.

Skills:

• In-depth knowledge of estate planning techniques and tax implications.
• Ability to analyze complex legal and financial documents.
• Strong attention to detail and accuracy in drafting legal documents.
• Proficiency in using legal research tools and databases.
• Effective interpersonal skills and ability to work collaboratively in a team environment.

Certifications (if applicable):

• Certification in Estate Planning (., Certified Trust and Financial Advisor, Certified Estate Planner) would be advantageous.

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