Senior Estate & Tax Associate Attorney (AM100)

  • Category
    Legal
  • Location
    Rochester, New York
  • Type
    Direct hire
Job Title: Senior Estate & Tax Associate (Private Clients Associate)
Compensation & Benefits:
  • Location: Rochester, NY (Hybrid) the firm will consider REMOTE candidates if they are barred in NY, meet the job requirements, and are available to travel as needed
  • Salary Range: $160,000 – $225,000 annually (can potentially exceed base salary for the right candidate) + bonus
  • Comprehensive benefits package included
  • Additional contingent bonus potential based on performance, experience, and other factors
  • Bonus eligibility begins after meeting expected full-time hours
About the Firm and Role: Our client is a nationally recognized AM100 defense-oriented law firm with a collaborative, innovative culture. While known for its defense practice, this role is part of the Private Clients / Private Wealth & Advisory team, which specializes in estate and tax planning for high net worth individuals, families, and business owners. The team partners with clients to develop strategies that protect wealth, minimize taxes, and preserve businesses and assets across generations. Associates in this group gain hands-on experience with complex estate planning, gift and income tax strategies, trusts, and wealth management solutions, working closely with senior attorneys and other advisors.

Responsibilities:
  • Advise high net worth clients, trusts, partnerships, LLCs, and corporations on estate, income, and gift tax planning strategies
  • Draft and review estate planning documents, trust agreements, and tax-related documentation
  • Assist with trust and estate administration matters
  • Collaborate with senior attorneys and financial advisors to implement wealth preservation strategies
  • Participate in client meetings, planning sessions, and strategic advisory work
Qualifications:
  • JD from an accredited law school and admission to the bar
  • 3–8 years of experience in estate planning, tax law, or private client law
  • Experience representing high net worth clients and business entities in estate, gift, and income tax matters
  • Familiarity with trust and estate administration
  • Strong analytical, drafting, and client communication skills
  • Ability to work independently and collaboratively in a team environment

Why Join: This is a unique opportunity to join a defense-focused law firm with a nationally recognized Private Clients team. The role provides exposure to high-profile, complex estate and tax planning matters, mentorship from senior attorneys, and the chance to build a career in a prestigious, highly regarded firm.

LinkedIn Keywords / SEO-Friendly Phrases: Estate Planning, High Net Worth, Private Client Law, Trusts and Estates, Gift Tax, Income Tax, Wealth Management, Tax Planning, Private Wealth Advisory, Trust Administration, Estate Administration, Senior Associate, Tax Associate

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#LI-Remote

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