Gables Search Group
Tax & Estate Planning Associate Attorney
Gables Search Group, Exton, Pennsylvania, United States
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Tax & Estate Planning Associate Attorney
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Gables Search Group 1 day ago Be among the first 25 applicants Join to apply for the
Tax & Estate Planning Associate Attorney
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Gables Search Group Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Gables Search Group Founder of a Forbes Top 25 Recruiting Firm | 28 Years Executive Search | We bring Candidates and Companies together | Let me help you Find or Fill a…
Estate Planning Associate (HNW)
Estate Planning Associate (HNW)
Location:
Exton or Blue Bell, PA
Schedule:
Hybrid (2–3 days onsite), Full-time; no specific billable hour disclosure, but standard associate metrics likely apply
The Client
Is a nationally recognized law firm with over 25 offices across the United States and 1,000 attorneys. They have a very strong reputation NATIONALLY and do not operate outside of the United States. They are known for impeccable client service, ranking within the top 10% in the country for their client service and legal acumen by an independent and reputable study that is NOT Martin-Hubbendale.
Description
The associate will join a well-established and collaborative team of attorney proficient in tax law, financial services and wealth planning who dedicate their weeks to supporting high-net worth clients with a range of estates, trusts, wills and guardianship planning needs. The work is largely transactional in nature, entailing the drafting and creation of ultra-specific and sophisticated estate plans tailored to unique client needs such as special needs children, guardianship rules, and tax deferrence advice for clients with large estates in need of fully comprehensive trusts and wills that turn over every stone and consider any possibility. Along with preparing estates, associate will file gift and estate tax returns. This role offers a clear path towards growing into a highly proficient wealth planning attorney or estates planning expert, with eventual hand-off of legacy accounts amongst a supportive and collegiate leadership team.
Qualifications
JD from an ABA accredited law school with good grades Active member of the Pennsyvlania State Bar in good standing. LLM is highly preferred. 2 to 5 years of experience as a practicting attorney, with at least 2 years in tax and private finance law supporting estate planning and administration. Ability to file gift tax returns; transfer tax issues and federal tax returns. Proficiency in preparing estate planning documents, trusts and wills. Knowledge of planning for family-owned businesses and corporate trusts, insurance plans and succession planning.
This job advertisement is a general announcement created to attract qualified candidates on behalf of our client. It is not a complete job description or an offer of employment. Salary and benefits details may vary and are not always disclosed. We are an Equal Opportunity Employer and encourages individuals of all religions, nationalities, genders, sexualities, ideologies, creeds, beliefs or backgrounds who are qualified for the role to apply! Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Legal Industries Human Resources Services Referrals increase your chances of interviewing at Gables Search Group by 2x Sign in to set job alerts for “Estate Planning Attorney” roles.
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Tax & Estate Planning Associate Attorney
role at
Gables Search Group 1 day ago Be among the first 25 applicants Join to apply for the
Tax & Estate Planning Associate Attorney
role at
Gables Search Group Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Gables Search Group Founder of a Forbes Top 25 Recruiting Firm | 28 Years Executive Search | We bring Candidates and Companies together | Let me help you Find or Fill a…
Estate Planning Associate (HNW)
Estate Planning Associate (HNW)
Location:
Exton or Blue Bell, PA
Schedule:
Hybrid (2–3 days onsite), Full-time; no specific billable hour disclosure, but standard associate metrics likely apply
The Client
Is a nationally recognized law firm with over 25 offices across the United States and 1,000 attorneys. They have a very strong reputation NATIONALLY and do not operate outside of the United States. They are known for impeccable client service, ranking within the top 10% in the country for their client service and legal acumen by an independent and reputable study that is NOT Martin-Hubbendale.
Description
The associate will join a well-established and collaborative team of attorney proficient in tax law, financial services and wealth planning who dedicate their weeks to supporting high-net worth clients with a range of estates, trusts, wills and guardianship planning needs. The work is largely transactional in nature, entailing the drafting and creation of ultra-specific and sophisticated estate plans tailored to unique client needs such as special needs children, guardianship rules, and tax deferrence advice for clients with large estates in need of fully comprehensive trusts and wills that turn over every stone and consider any possibility. Along with preparing estates, associate will file gift and estate tax returns. This role offers a clear path towards growing into a highly proficient wealth planning attorney or estates planning expert, with eventual hand-off of legacy accounts amongst a supportive and collegiate leadership team.
Qualifications
JD from an ABA accredited law school with good grades Active member of the Pennsyvlania State Bar in good standing. LLM is highly preferred. 2 to 5 years of experience as a practicting attorney, with at least 2 years in tax and private finance law supporting estate planning and administration. Ability to file gift tax returns; transfer tax issues and federal tax returns. Proficiency in preparing estate planning documents, trusts and wills. Knowledge of planning for family-owned businesses and corporate trusts, insurance plans and succession planning.
This job advertisement is a general announcement created to attract qualified candidates on behalf of our client. It is not a complete job description or an offer of employment. Salary and benefits details may vary and are not always disclosed. We are an Equal Opportunity Employer and encourages individuals of all religions, nationalities, genders, sexualities, ideologies, creeds, beliefs or backgrounds who are qualified for the role to apply! Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Legal Industries Human Resources Services Referrals increase your chances of interviewing at Gables Search Group by 2x Sign in to set job alerts for “Estate Planning Attorney” roles.
West Chester, PA $120,000.00-$150,000.00 3 days ago Berwyn, PA $70,000.00-$115,000.00 3 days ago Ardmore, PA $115,000.00-$150,000.00 1 week ago Wilmington, DE $200,000.00-$450,000.00 2 days ago Norristown, PA $200,000.00-$450,000.00 2 days ago Insurance Defense Attorney – Labor Law & Construction Defect
Radnor, PA $108,501.00-$195,900.00 2 weeks ago Chesterbrook, PA $125,000.00-$155,000.00 2 weeks ago Hockessin, DE $120,000.00-$140,000.00 22 hours ago Wilmington, DE $85,000.00-$150,000.00 5 days ago Plymouth Meeting, PA $200,000.00-$400,000.00 3 days ago King of Prussia, PA $120,000.00-$160,000.00 3 days ago Ardmore, PA $140,000.00-$200,000.00 1 week ago Wayne, PA $108,000.00-$167,000.00 2 weeks ago Attorney - 10+ Yrs Experience - Casualty - King of Prussia, PA
Civil Defense Litigation Attorney - Hybrid Remote - PA, NJ or DE Admission
Wilmington, DE $100,000.00-$150,000.00 1 day ago Bala-Cynwyd, PA $100,000.00-$150,000.00 2 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr