What are the responsibilities and job description for the Estate Planning Partner position at Jobot?
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Job details:
Estate Planning Partner | Great opportunity to join a Larger Firm | No book Required
This Jobot Job is hosted by: Trey Mattson
Are you a fit? Easy Apply now by clicking the "Easy Apply" button
and sending us your resume.
Salary: $190,000 - $225,000 per year
A bit about us:
We're an Am Law 200 firm with over 300 attorneys and a national footprint — large enough to handle sophisticated, multi-jurisdictional matters, small enough that attorneys aren't lost in a machine. Our estate planning practice serves clients with substantial family wealth, closely held business interests, and complex multi-generational planning needs. We're growing, and we take the work seriously.
Why join us?
We're looking for an estate planning attorney to join our Philadelphia office and handle sophisticated wealth transfer and tax planning for high net worth individuals and families. Day-to-day, this means drafting complex trust instruments, advising on estate and gift tax exposure, structuring business succession plans, and working directly with clients whose estates are above the federal exemption threshold — often well above.
You must have:
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Want to learn more about this role
and Jobot?
Click our Jobot logo and follow our LinkedIn page!
our LinkedIn page!
Job details:
Estate Planning Partner | Great opportunity to join a Larger Firm | No book Required
This Jobot Job is hosted by: Trey Mattson
Are you a fit? Easy Apply now by clicking the "Easy Apply" button
and sending us your resume.
Salary: $190,000 - $225,000 per year
A bit about us:
We're an Am Law 200 firm with over 300 attorneys and a national footprint — large enough to handle sophisticated, multi-jurisdictional matters, small enough that attorneys aren't lost in a machine. Our estate planning practice serves clients with substantial family wealth, closely held business interests, and complex multi-generational planning needs. We're growing, and we take the work seriously.
Why join us?
- Complex, high-caliber work — taxable estates starting at $30M, with the planning problems that come with them (dynasty trusts, GRATs, QPRTs, family LPs, charitable structures, international overlays)
- A firm that's growing with intention — not just acquiring bodies, but building a practice with institutional support and a real client base
- Collaborative practice group — attorneys who actually talk to each other and share expertise across tax, business, and estate planning
- Competitive compensation structured to reward the quality and complexity of what you do
We're looking for an estate planning attorney to join our Philadelphia office and handle sophisticated wealth transfer and tax planning for high net worth individuals and families. Day-to-day, this means drafting complex trust instruments, advising on estate and gift tax exposure, structuring business succession plans, and working directly with clients whose estates are above the federal exemption threshold — often well above.
You must have:
- JD from an accredited law school; active Pennsylvania bar admission (or eligibility to waive in)
- 7 years of experience in estate planning and trust law
- Demonstrated experience with taxable estates — clients with $30M in assets or equivalent complexity
- Working knowledge of federal estate, gift, and generation-skipping transfer tax
- Experience drafting irrevocable trusts, spousal lifetime access trusts, dynasty trusts, GRATs, or similar instruments
- Strong client communication skills — you'll be talking to sophisticated, high-expectation clients directly
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Want to learn more about this role
and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Salary : $190,000 - $225,000