What are the responsibilities and job description for the Trusts & Estates Associate or Counsel – International Planning position at Jobot?
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Job details:
International Estate Planning Associate / Counsel – NY / CT
This Jobot Job is hosted by: Julie Bales
Are you a fit? Easy Apply now by clicking the "Easy Apply" button
and sending us your resume.
Salary: $180,000 - $275,000 per year
A bit about us:
An established and highly regarded law firm offering a collaborative, intellectually engaging environment where attorneys have the opportunity to work on sophisticated matters for an impressive clientele. With a strong emphasis on mentorship, professional growth, and meaningful client relationships, the firm provides the opportunity to take on substantial responsibility, work alongside talented legal professionals, and play an active role in the continued growth of a highly specialized practice.
Why join us?
* Work on sophisticated domestic and international estate planning matters for a high-net-worth clientele.
* Take on meaningful responsibility with direct client interaction and exposure to complex, high-level matters.
* Join a growing international private client practice with opportunities to make a lasting impact.
* Benefit from a collaborative environment that prioritizes mentorship, professional development, and career advancement.
* Enjoy competitive compensation, performance-based bonuses, and a comprehensive benefits package.
Job Details
Join a sophisticated private client practice as a permanent Trusts & Estates Associate or Counsel focused on international planning. This opportunity is ideal for an experienced attorney who enjoys solving complex cross-border challenges and delivering thoughtful, highly personalized counsel to high-net-worth individuals, families, fiduciaries, and family offices.
You will work at the intersection of trusts and estates, international tax, and multigenerational wealth planning, helping clients protect assets, navigate competing legal jurisdictions, and achieve their legacy goals. Bring your technical depth, sound judgment, and client-first approach to a role offering challenging matters and meaningful client relationships.
Responsibilities
* Develop and implement international and cross-border estate plans for high-net-worth and ultra-high-net-worth individuals and families.
* Advise clients on estate, gift, and generation-skipping transfer tax matters, including planning involving U.S. and non-U.S. persons, assets, and beneficiaries.
* Draft and review wills, revocable and irrevocable trusts, and related estate planning documents tailored to domestic and international objectives.
* Counsel clients on the U.S. tax implications of foreign trusts, foreign assets, residency changes, and inbound or outbound wealth transfers.
* Manage trust administration and estate administration matters, coordinating with fiduciaries, beneficiaries, accountants, investment advisors, and foreign counsel.
* Oversee trust and estate tax compliance, including the preparation or review of applicable estate, gift, fiduciary income tax, and international information reporting filings.
* Evaluate tax planning strategies that support wealth preservation, succession planning, charitable giving, and efficient intergenerational transfers.
* Provide responsive private client services while maintaining discretion and building trusted relationships with clients and their advisors.
* Research complex legal and tax issues, monitor relevant developments, and translate technical conclusions into practical recommendations.
* Collaborate with colleagues across practice areas and support the development of junior attorneys and other team members.
Qualifications
* Juris Doctor or equivalent qualifying law degree and active bar membership in good standing in an applicable jurisdiction.
* At least 5 years of relevant trusts and estates experience, with substantial exposure to international estate planning or cross-border estate planning.
* Demonstrated experience in trust administration, estate administration, estate and gift tax, and tax planning.
* Strong working knowledge of international tax issues affecting private clients, including U.S. and non-U.S. individuals, trusts, and beneficiaries.
* Experience delivering private client services and high-net-worth client services with professionalism, discretion, and attention to detail.
* Proficiency in trust and estate tax compliance, including relevant tax returns and international reporting requirements.
* Excellent legal drafting, research, analytical, and communication skills, with the ability to explain sophisticated concepts clearly.
* Ability to manage complex matters independently, coordinate multidisciplinary advisors, and meet competing deadlines.
* Strong relationship-building skills and a commitment to exceptional client service.
* An LL.M. in Taxation or comparable advanced tax training is a plus. Equivalent experience demonstrating the required technical skills will also be considered.
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:
International Estate Planning Associate / Counsel – NY / CT
This Jobot Job is hosted by: Julie Bales
Are you a fit? Easy Apply now by clicking the "Easy Apply" button
and sending us your resume.
Salary: $180,000 - $275,000 per year
A bit about us:
An established and highly regarded law firm offering a collaborative, intellectually engaging environment where attorneys have the opportunity to work on sophisticated matters for an impressive clientele. With a strong emphasis on mentorship, professional growth, and meaningful client relationships, the firm provides the opportunity to take on substantial responsibility, work alongside talented legal professionals, and play an active role in the continued growth of a highly specialized practice.
Why join us?
* Work on sophisticated domestic and international estate planning matters for a high-net-worth clientele.
* Take on meaningful responsibility with direct client interaction and exposure to complex, high-level matters.
* Join a growing international private client practice with opportunities to make a lasting impact.
* Benefit from a collaborative environment that prioritizes mentorship, professional development, and career advancement.
* Enjoy competitive compensation, performance-based bonuses, and a comprehensive benefits package.
Job Details
Join a sophisticated private client practice as a permanent Trusts & Estates Associate or Counsel focused on international planning. This opportunity is ideal for an experienced attorney who enjoys solving complex cross-border challenges and delivering thoughtful, highly personalized counsel to high-net-worth individuals, families, fiduciaries, and family offices.
You will work at the intersection of trusts and estates, international tax, and multigenerational wealth planning, helping clients protect assets, navigate competing legal jurisdictions, and achieve their legacy goals. Bring your technical depth, sound judgment, and client-first approach to a role offering challenging matters and meaningful client relationships.
Responsibilities
* Develop and implement international and cross-border estate plans for high-net-worth and ultra-high-net-worth individuals and families.
* Advise clients on estate, gift, and generation-skipping transfer tax matters, including planning involving U.S. and non-U.S. persons, assets, and beneficiaries.
* Draft and review wills, revocable and irrevocable trusts, and related estate planning documents tailored to domestic and international objectives.
* Counsel clients on the U.S. tax implications of foreign trusts, foreign assets, residency changes, and inbound or outbound wealth transfers.
* Manage trust administration and estate administration matters, coordinating with fiduciaries, beneficiaries, accountants, investment advisors, and foreign counsel.
* Oversee trust and estate tax compliance, including the preparation or review of applicable estate, gift, fiduciary income tax, and international information reporting filings.
* Evaluate tax planning strategies that support wealth preservation, succession planning, charitable giving, and efficient intergenerational transfers.
* Provide responsive private client services while maintaining discretion and building trusted relationships with clients and their advisors.
* Research complex legal and tax issues, monitor relevant developments, and translate technical conclusions into practical recommendations.
* Collaborate with colleagues across practice areas and support the development of junior attorneys and other team members.
Qualifications
* Juris Doctor or equivalent qualifying law degree and active bar membership in good standing in an applicable jurisdiction.
* At least 5 years of relevant trusts and estates experience, with substantial exposure to international estate planning or cross-border estate planning.
* Demonstrated experience in trust administration, estate administration, estate and gift tax, and tax planning.
* Strong working knowledge of international tax issues affecting private clients, including U.S. and non-U.S. individuals, trusts, and beneficiaries.
* Experience delivering private client services and high-net-worth client services with professionalism, discretion, and attention to detail.
* Proficiency in trust and estate tax compliance, including relevant tax returns and international reporting requirements.
* Excellent legal drafting, research, analytical, and communication skills, with the ability to explain sophisticated concepts clearly.
* Ability to manage complex matters independently, coordinate multidisciplinary advisors, and meet competing deadlines.
* Strong relationship-building skills and a commitment to exceptional client service.
* An LL.M. in Taxation or comparable advanced tax training is a plus. Equivalent experience demonstrating the required technical skills will also be considered.
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 : $180,000 - $275,000