Unknown Company

Private Wealth Services Associate – NY

new york, ny • Posted 2 weeks ago
Onsite Full Time General

Mid-Level Associate, Private Wealth ServicesThe Private Wealth Services group is seeking a mid-level associate to join its New York office. The group advises high-net-worth individuals, families, fiduciaries, and closely held business owners on sophisticated estate planning, wealth transfer strategies, and related tax matters.Key ResponsibilitiesAdvise high-net-worth individuals and families on estate and tax planning strategies, including gift, estate, and generation-skipping transfer tax mattersStructure and implement sophisticated estate plans (wills, revocable and irrevocable trusts, family limited partnerships, LLCs, etc.)Counsel clients on wealth preservation, business succession planning, and philanthropic planningAssist with estate and trust administration, including post-mortem tax planningWork on cross-border and multi-jurisdictional planning matters where applicableCollaborate with colleagues across corporate, tax, and real estate practices to deliver integrated solutionsParticipate in client development and maintain strong client relationshipsQualifications4–7 years of experience in trusts and estates / private wealth services at an Am Law firm or leading boutiqueStrong background in estate planning and wealth transfer strategies for high-net-worth individualsExperience drafting complex estate planning documents independentlyExposure to estate and trust administration is preferredExcellent academic credentials and strong writing/analytical skillsAdmission to the New York Bar (or ability to waive in)To apply, submit your resume, cover letter and law school transcript (unofficial transcript is acceptable).Salary Range: $310,000 - $420,000Salary will be determined based upon education, experience, job related factors permitted by law, internal equity, and market data, including geographic pay differentials in locations where market pay differs from the national average. Full time employees may be eligible for a discretionary bonus, health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, life insurance, Healthcare and Dependent Care Flexible Spending Accounts, 401K, vacation, sick time, and an employee assistance program.

Additional voluntary programs include: voluntary accident insurance, voluntary life, voluntary disability, voluntary critical illness and cancer insurance and pet insurance and Commuter and Transit programs may also be available in certain markets.GT is an EEO employer with an inclusive workplace committed to merit-based consideration and review without regard to an individual's race, sex, or other protected characteristics and to the principles of non-discrimination on any protected basis.

Private Wealth Services Associate – NY in new york at Unknown Company

This position is listed as full time and onsite.

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