Senior Estate & Tax Associate Attorney (AM100)
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CategoryLegal
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LocationRochester, New York
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TypeDirect hire
Job Title: Senior Estate & Tax Associate (Private Clients Associate)
Compensation & Benefits:
Responsibilities:
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
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
- 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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