One of our top ranked clients is seeking an associate with a minimum of 4
years of trusts and estates experience to join their nationally recognized
practice
Ideal candidates will have demonstrated experience in
high-net-worth trust and estate planning and administration, including
knowledge of relevant state and federal tax laws. Experience with domestic
estate planning, including succession planning, lifetime giving, estate and
income taxation issues, charitable giving; estate planning for retirement
assets; and tax-efficient family wealth transfer strategies is preferred.
Hybrid work schedule
Market compensation
Requirements:
- Minimum of 4 years of demonstrated experience in sophisticated private client
matters involving trusts and estates, including tax and succession planning
- Excellent technical, professional, and client service skills
- Strong written and verbal communication and advocacy skills
- Team-oriented with an emphasis on collaboration
- Effective and efficient problem-solving capabilities with the ability to work
independently and proactively, and to develop creative solutions to meet
client and team needs
Please contact Kelli Jamison at or email resume at