Senior Estate & Tax Planning Associate Attorney (20+ Years) – White Plains, NY - 422496

Job ID: 422496

Practice area:- Estate & Tax Planning,Tax - General,Tax - Private Client Services,Trusts and Estates - General

Senior Estate & Tax Planning Associate Attorney (20 Years) – Private Wealth Practice | White Plains, NY

Keywords: Estate & Tax Planning Attorney,Estate Planning Attorney,Trusts and Estates Attorney,Tax Planning Attorney,Private Client Services Attorney,White Plains legal jobs,New York legal jobs,Attorney jobs NY,NY Bar required,Law firm estate planning associate,Partner-track position,lawyer,estate planning, gift tax, generation-skipping, dynasty trust, GRAT, QTIP trust, charitable trust, family wealth planning

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A highly respected private wealth law firm is seeking a Senior Estate & Tax Planning Associate Attorney with 20 years of experience to join its White Plains, New York office. This opportunity offers sophisticated estate planning, trust administration, and tax planning work while advising high-net-worth individuals and families in a collaborative and supportive practice.

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Job Overview

A distinguished private wealth practice is seeking an experienced Senior Estate & Tax Planning Associate Attorney to join its Family Wealth Planning Practice Group. The successful candidate will advise individuals, families, and business owners on sophisticated estate planning strategies, trust administration, and wealth preservation matters while collaborating with accomplished estate planning attorneys on complex client engagements.

This position provides significant client interaction, meaningful responsibility, and the opportunity to handle sophisticated estate and gift tax planning matters while working within a collegial environment that values mentorship and professional development. Attorneys seeking White Plains legal jobs with a premier private client practice will find an exceptional opportunity for long-term career growth.

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Duties

• Draft sophisticated estate planning documents, including wills, revocable trusts, irrevocable trusts, powers of attorney, and healthcare directives.

• Develop comprehensive estate, gift, and generation-skipping transfer tax planning strategies for high-net-worth individuals and families.

• Advise clients regarding trust administration, estate settlement, and fiduciary responsibilities.

• Collaborate closely with senior estate planning attorneys on sophisticated private wealth matters.

• Participate in client meetings and provide strategic legal guidance on wealth preservation and succession planning.

• Assist with complex estate and gift tax planning projects.

• Conduct legal research involving trusts, estates, taxation, and private client services.

• Draft legal memoranda and correspondence supporting estate planning and trust administration matters.

• Coordinate with accountants, financial advisors, fiduciaries, and other professional advisors to deliver comprehensive client solutions.

• Manage multiple sophisticated estate planning matters while maintaining exceptional client service.

• Mentor junior legal professionals and contribute to a collaborative team environment.

• Stay informed regarding developments affecting estate planning, tax law, and fiduciary administration.

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Requirements

• 20 years of estate and tax planning experience.

• Prior experience practicing within a law firm environment preferred.

• Active admission to the New York Bar.

• Extensive experience drafting sophisticated estate planning documents.

• Strong background in estate, gift, and trust tax planning.

• Excellent legal research, writing, and analytical abilities.

• Outstanding written and verbal communication skills.

• Exceptional organizational skills and attention to detail.

• Ability to independently manage complex private client matters.

• Commitment to exceptional client service and collaborative teamwork.

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Education

• Juris Doctor (JD) from an accredited law school.

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Certifications

• Active admission to the New York Bar.

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Skills

• Estate planning.

• Estate and gift tax planning.

• Trust administration.

• Private client services.

• Wealth preservation.

• Fiduciary counseling.

• Drafting wills and trusts.

• Legal research and writing.

• Client counseling.

• Estate administration.

• Strong analytical reasoning.

• Excellent communication and interpersonal skills.

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Benefits

• Remote work opportunities.

• Professional mentorship and career development.

• Exposure to sophisticated private client matters.

• Supportive and collegial work environment.

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Why Join This Firm?

This highly respected private wealth practice is recognized for providing sophisticated estate planning, trust administration, tax planning, and wealth preservation services to high-net-worth individuals, families, and closely held businesses. Attorneys work on complex private client matters while collaborating with experienced professionals committed to delivering exceptional legal counsel and personalized client service.

The firm's culture emphasizes collaboration, mentorship, professional development, and long-term career success. Attorneys benefit from direct client relationships, sophisticated estate planning work, and opportunities to expand their leadership responsibilities while progressing toward a Partner-track position. This Estate & Tax Planning Attorney opportunity is actively interviewing qualified candidates seeking White Plains legal jobs, New York legal jobs, and a rewarding career within a premier private wealth practice.

BCG Attorney Search is the industry leader for placing candidates in permanent positions in law firms. Since 2000, our recruiters have placed several thousand attorneys and enjoyed extraordinarily high success rates with our candidates. As a BCG Attorney Search candidate, you have access to more opportunities than any legal placement firm in the United States. We are able to offer the most in-depth insight in the legal recruiting market thanks to our dedicated team of over 150 employees who mercilessly research, study and analyze the legal market. The depth and breadth of our research empowers us to place attorneys at rates that are unparalleled at any placement firm in the United States. Many of our recruiters make 30 to 40 placements per year, while recruiters at competitor firms are likely to make four or five. Unlike other placement firms that can only tell you about openings at major AmLaw firms, we place candidates of all backgrounds in firms of all sizes. While other legal recruiters only represent a narrow band of candidates from top law firms and top law schools, our research, firm contacts, and market insight allow us to place hundreds of candidates each year who do not fit this mold. It is rare that we do not get candidates we represent interviews and offers. No one in the world is better at legal recruiting and placement than BCG Attorney Search.

BCG Attorney Search will confidentially review your application and will not forward your materials to the firm without first discussing the opportunity with you.