Tax, Trusts & Estates Associate | Mid-Level | Hybrid
Job Description
Tax, Trusts & Estates Associate | Mid-Level | Miami, FL (also open to NYC and NJ)
Advance your career in a high-impact private client practice serving HNW individuals, family offices, and closely held businesses.
Are you an estate planning attorney with a passion for multigenerational wealth strategies and sophisticated trust structures? This is your opportunity to work with one of the most respected private client teams in the country.
We are seeking a Tax, Trusts & Estates Associate with 3–6 years of experience to join a nationally recognized practice known for its excellence in wealth planning, tax advisory, and fiduciary services. This position can be based in DFW/Dallas, Wilmington DE, Baltimore MA, Miami FL, New York City, or Northern New Jersey
Why This Role?
- Direct access to HNW clients, family offices, and fiduciaries
- Ownership of sophisticated matters—from strategy to execution
- Mentorship and growth in a collaborative, partner-led environment
- Access to evolving resources and technology that support innovative client service
What You’ll Do
- Design and implement personalized estate plans aligned with client goals
- Draft complex estate planning instruments (GRATs, SLATs, ILITs, QTIPs, charitable trusts, etc.)
- Manage all aspects of estate and trust administration, including probate and fiduciary compliance
- Advise on gift, estate, GST, and fiduciary income tax strategies, as well as succession planning
- Collaborate with clients’ financial advisors, CPAs, and family members to ensure seamless, multi-disciplinary planning
- Supervise or review the preparation of IRS Forms 706, 709, and 1041
- Guide junior associates and paralegals while handling client-facing work
What You Bring
- 3–6 years of experience in trusts & estates, tax, or private client services
- J.D. and active bar admission in FL, NY, or NJ (based on office preference)
- LL.M. in Taxation or CPA background highly preferred
- Strong knowledge of federal estate, gift, and income tax law
- Excellent drafting, analytical, and client advisory skills
- Ability to manage multiple matters efficiently and with a high level of attention to detail
- Experience with estate planning software (e.g., GEMS, WealthCounsel, HotDocs) is a plus
Compensation & Flexibility
- Base salary range: $225,000 – $315,000, plus performance-based bonus
- Comprehensive benefits package and professional development support
- Hybrid flexibility and collaboration across multiple offices
Your next chapter in private client law starts here.
If you're ready to grow your career while working on complex and rewarding estate and tax matters, we encourage you to apply today.