What are the responsibilities and job description for the Estate Planning Mid-Level Associate role (up to Partner) position at Talent Search PRO?
Salary range: $250K - $400K
Location: New York, NY
On-site work policy: In-office at 605 Third Avenue, Midtown Manhattan, New York, NY. Remote may be considered case-by-case only for partner-level candidates with a very large portable book of business.
About this role
What we're looking for:
We need a senior Trusts & Estates attorney (6–10 years) with a strong tax background who thrives on sophisticated, high-net-worth estate planning work. You should be comfortable navigating complex family dynamics and sensitive personal matters, with a track record of delivering technically excellent work on complex estates (the firm recently handled a $400M estate). Bonus points if you have a portable book of business ($1M ) and are ready to step into a partner-level role immediately.
What you'll do:
- Handle sophisticated estate planning, trusts, and high-net-worth wealth transfer matters involving complex tax structures and significant personal/family dynamics
- Take ownership of client relationships in the Trusts & Estates department, stepping into a busy practice that needs senior-level support immediately
- Work closely with the T&E Department Head (Charles Capetanakis) and Co-Managing Partner (Jeffrey Citron) to serve existing clients and grow the practice
- Develop and execute complex estate plans involving blended families, special needs considerations, and multi-generational wealth transfer strategies
- Build your own book of business over time with firm support — earning 15% origination credit from dollar one on any business you bring in
- Collaborate cross-functionally with the firm's government relations, commercial law, and litigation practices to deliver full-service solutions to estate planning clients
- Contribute to the firm's long-term succession plan as a key member of the institutional leadership pipeline
Salary : $250,000 - $400,000