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About the Role
The Private Wealth Services group seeks a mid-level associate to advise high-net-worth individuals, families, fiduciaries, and business owners on estate planning, wealth transfer, and related tax matters.
Responsibilities
- Advise high-net-worth individuals and families on estate and tax planning strategies, including gift, estate, and generation-skipping transfer tax matters.
- Structure 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 planning.
- Assist with estate and trust administration, including post-mortem tax planning.
- Work on cross-border and multi-jurisdictional planning matters where applicable.
- Collaborate with colleagues across corporate, tax, and real estate practices to deliver integrated solutions.
- Participate in client development and maintain strong client relationships.
Requirements
- 4–7 years of experience in trusts and estates / private wealth services at an Am Law firm or leading boutique.
- Strong background in estate planning and wealth transfer strategies for high-net-worth individuals.
- Experience drafting complex estate planning documents independently.
- Exposure to estate and trust administration is preferred.
- Excellent academic credentials and strong writing/analytical skills.
- Admission to the New York Bar (or ability to waive in).
Location
- New York
Work Type
- Full-time
Experience Level
- Mid-level
- 4–7 years
Education Level
- Law school transcript required
Salary/Compensations
- $310,000 - $420,000
Benefits
- 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
- Employee assistance program
- Voluntary accident insurance
- Voluntary life
- Voluntary disability
- Voluntary critical illness and cancer insurance
- Pet insurance
- Commuter and Transit programs may also be available in certain markets.
About the Company
- Greenberg Traurig's global network provides the platform clients need to operate in today's legal marketplace.
- The team is recognized by rankings in current Chambers & Partners Guides in jurisdictions and practices around the world.
- Greenberg Traurig is proud to have more lawyers listed in The Best Lawyers in America than any other law firm, a position held since 2008.
- GT is committed to ensuring a safe and transparent recruitment process.
- From our humble beginnings in 1967 in South Florida, our focus has never been changed: serve clients better.
- Since 1967, we’ve built our firm by welcoming attorneys and professionals from all backgrounds who share our drive and commitment to excellence.
- GT thrives on the passion and drive of our people, emphasizing merit, innovation, belonging, and collaboration first.
- We are thankful for the trust our clients place in us and we are proud of being recognized for the service we provide.
Equal Opportunity
- 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.
- If you need a reasonable accommodation as part of the employment selection process, please contact us by sending an email to hrrecruit@gtlaw.com.