What are the responsibilities and job description for the Private Client Services Senior Associate position at Cozen O'Connor?
Cozen O’Connor is seeking a highly skilled Senior Associate to join the Private Client Services (PCS) Group in our Philadelphia office. This is a unique opportunity to work at the intersection of sophisticated estate planning, trust administration, and ultra-high-net-worth (UHNW) client advisory. The ideal candidate will have deep experience in estate planning, trust administration, and family office advisory who thrives in a sophisticated, client-centric environment. The PCS group works closely with high-profile families, entrepreneurs, and global citizens to structure complex estate plans, manage sensitive family dynamics, and advise on wealth strategies. This role demands exceptional legal acumen, emotional intelligence, and a refined understanding of luxury lifestyle assets.
Key Responsibilities
Cozen O’Connor’s PCS Group is a nationally recognized leader in private client services. We offer:
Key Responsibilities
- Design and implement advanced estate planning strategies, including dynasty trusts, GRATs, SLATs, and charitable vehicles.
- Advise on family office governance, fiduciary roles, and succession planning.
- Provide guidance on luxury asset succession (e.g., aircraft, yachts, ranches, and art collections).
- Collaborate with investment advisors, accountants, and insurance professionals to deliver integrated client solutions.
- Strong understanding of tax matters related to estates and trusts, including the preparation of associated tax returns.
- Represent clients in probate proceedings, and IRS audits when necessary.
- Minimum 6–8 years of experience in trusts and estates law, with UHNW client exposure.
- LL.M. in Taxation or Estate Planning preferred.
- Strong drafting skills and familiarity with tax implications of estate structures. changing legal, tax, and regulatory rules.
- Experience with family office operations, private foundations, and philanthropic planning.
- Exceptional interpersonal skills and ability to navigate sensitive family matters.
- Commitment to excellent client service, discretion, and confidentiality.
- Pennsylvania Bar membership required.
Cozen O’Connor’s PCS Group is a nationally recognized leader in private client services. We offer:
- A boutique practice within a full-service firm.
- Access to elite clientele and complex planning opportunities.
- A culture of discretion, innovation, and collaboration.
- Strategic growth in key markets including Florida, New York, and California.