The role, as published
About the company
Our client is a law firm.
The role
Raydar is recruiting for this role on behalf of our client. Serve as a senior attorney in a busy private client practice, combining tax-focused planning work, ownership of client relationships and collaboration with other legal groups. There is room to build an independent client base over time.
What you'll do
- Advise affluent families on estate planning, trusts and the transfer of wealth, including matters with complex tax considerations.
- Take ownership of existing client relationships within a department that needs senior support right away.
- Work closely with firm leadership to serve current clients and grow the practice.
- Create and implement plans for blended families, special needs situations and multi-generational transfers.
- Develop your own client base over time with firm support and origination credit.
- Partner with colleagues in other practice groups to give clients a full-service experience.
- Contribute to the firm's long-term leadership pipeline and succession planning.
What we're looking for
- 6 to 10+ years of trusts and estates experience at a sophisticated firm.
- Background in sophisticated private client planning and intergenerational wealth matters.
- Experience navigating sensitive family dynamics in estate matters.
- J.D. from an accredited law school.
- Active New York bar admission.
- Strong tax knowledge applied to estate planning, including gift, estate and generation-skipping tax.
- Ability to prepare advanced trust documents and estate planning packages.
- Experience with estate and trust administration.
- A warm, personable manner when handling sensitive client matters.
- A collaborative, open-door approach with colleagues at every level and a real desire to do substantive work.
- Ability to work in the office in New York City.
Bonus points
- An established portable client base with $1M+ in collections.
- LL.M. in Taxation or equivalent tax coursework.
Location and work model
- New York, NY, United States
- On-site
- Full-time
Compensation, as the posting describes it
- Variable compensation tied to origination and collections