Description:
Position Summary:We are hiring an Associate Attorney for our Tax, Trusts & Estates group. You will work directly with partners and other assocates on estate planning, income and estate tax planning, business succession, and trust and estate administration for high-net-worth individuals, families, and closely held businesses.
This role offers meaningful client contact and real responsibility early on. It suits a lawyer who writes precisely, enjoys technical tax problems, and wants to build a long-term practice in a collegial, high-performing setting.
As part of your practice you will also regularly have the opportunity to work on corporate transactional and real estate matters.
Key Responsibilities:
Estate planning
- Draft wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and related documents.
- Work with partners to design and implement advanced wealth transfer strategies, including GRATs, SLATs, ILITs, dynasty trusts, and intra-family sales and loans.
- Prepare estate plan summaries, flowcharts, and client memos that explain complex plans clearly.
- Research and analyze federal income, estate, gift, and generation-skipping transfer tax issues, plus New Jersey and New York state tax issues.
- Assist with tax and structural planning for closely held businesses and their owners.
- Structure business succession plans, including entity formation, recapitalizations, and transfers of family business interests.
- Draft operating agreements, shareholder agreements, and buy-sell agreements in coordination with our corporate practice.
- Assist with asset protection and domestic and foreign trust planning.
- Guide executors and trustees through probate, estate and trust administration, and funding.
- Prepare court filings, releases and refunding bonds, and related documents.
- Support trust and estate disputes and tax controversy matters alongside our litigation team.
- Meet with clients and their accountants and financial advisors, both with partners and independently as you grow.
- Manage matters from intake through completion, keeping clients informed and deadlines met.
Qualifications:
Required:
- J.D. from an accredited law school with a strong academic record.
- Admission to the New Jersey bar, or admission in New York with eligibility to waive into New Jersey.
- 1–5 years of experience in trusts and estates, estate planning, or tax at a law firm.
- Experience drafting wills, trusts, and related estate planning documents.
- Strong understanding of federal income, partnership, estate and gift tax laws
- Strong legal research and writing skills.
Preferred:
- LL.M. in Taxation or Estate Planning, or current enrollment in an LL.M. program.
- Admission to the NY, FL, and/or PA bars
- Exposure to business succession planning, entity structuring, or closely held business transactions.
- CPA license or accounting background.
Skills and Attributes:
- Technical precision: you are an excellent writer, and draft clean, accurate documents and catch the details that matter.
- Analytical judgment: you work through complex tax and estate issues and explain them in plain language.
- Client service: you are highly responsive, and build trust with sophisticated clients and their advisors.
- Ownership: you manage your matters, meet deadlines, and follow up without being asked.
- Discretion: you handle confidential financial and family information with complete professionalism.
- Growth mindset: you want to develop your own practice and client relationships over time.