What are the responsibilities and job description for the Private Client Services Associate – Junior to Mid-Level position at Advocates Legal Recruiting?
Private Client Services Associate – Junior to Mid-Level | New York
Search conducted for a top-tier AmLaw 100 firm known for its elite Private Client practice.
Our AmLaw 100 client’s Private Client Services group advises high-net-worth individuals, family offices, and closely held businesses on complex estate and tax planning matters. This team is known for its discretion, technical sophistication, and ability to navigate sensitive multigenerational planning.
Role Summary
The associate will handle trusts and estates, transfer tax, and related income tax matters. The work spans estate structuring, business succession, charitable giving, and cross-border planning for clients with diverse portfolios.
Candidate Profile
2–5 years of trusts and estates or transfer tax experience
LLM in taxation or estate planning preferred (completed or in progress)
Strong drafting, analytical, and interpersonal skills
Licensed or eligible to practice in New York
Why This Role
The Private Client team operates at the intersection of wealth management, business strategy, and family dynamics. This is a strong platform for attorneys seeking hands-on client work and mentorship from nationally recognized partners.
Salary Range
$225,000–$365,000, commensurate with experience.
Interested candidates should reach out confidentially to learn more about this opportunity with a leading AmLaw 100 firm in New York.
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Salary : $225,000 - $365,000