Trusts & Estates Associate (3+ Yrs Exp)

Jobot

Stamford, CT

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JOB DETAILS

SALARY

$190,000–$275,000 Per Year

SKILLS

Communication Skills, Customer Relations, Detail Oriented, Establish Priorities, Estate Planning, Family Planning, Fiduciary, High Net Worth, Income Tax, Legal, Mentoring, Presentation/Verbal Skills, Strategic Planning, Sustainability, Tax Planning, Tax Regulations, Team Player, Time Management, Writing Skills

LOCATION

Stamford, CT

POSTED

Today

High-End Estate Planning with Direct Client Exposure

This Jobot Job is hosted by: Scott Rundlett
Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume.
Salary: $190,000 - $275,000 per year

A bit about us:

We are a full-service law firm composed of highly talented, thoughtful, and experienced attorneys committed to delivering exceptional results for our clients. Our work spans a broad range of sophisticated legal matters, including complex disputes, strategic transactions, and ongoing business counseling for organizations, institutions, and individuals. We emphasize a practical, solutions-oriented approach, combining deep legal knowledge with an understanding of our clients’ broader objectives. Collaboration, sound judgment, and strong client relationships are at the core of how we approach every matter, allowing us to consistently deliver high-quality, value-driven legal services.

Why join us?

Joining our team means working on sophisticated, high-level matters in an environment that values both excellence and sustainability. We provide attorneys with meaningful responsibility and direct client engagement, supported by a collaborative and accessible team structure. Our culture prioritizes mentorship, professional development, and long-term growth, allowing attorneys to build their skills while maintaining balance. We focus on quality of work rather than volume, with expectations designed to support a manageable and rewarding career. In addition, we foster a collegial atmosphere where teamwork, initiative, and thoughtful lawyering are valued, creating a place where attorneys can thrive professionally without sacrificing personal well-being.

Job Details

We are seeking a Trusts and Estates Associate to join a well-established private client practice. This role offers an opportunity to work on sophisticated estate planning matters, including complex domestic and international planning strategies. You will be involved in both planning and administration work, with exposure to a diverse and high-level client base.

The position provides meaningful responsibility from the outset, including direct interaction with clients and advisors. You will work closely with experienced attorneys on intricate matters while developing your technical expertise and judgment within a collaborative and supportive environment.

Responsibilities

Draft and implement sophisticated estate planning documents, including wills and various trust structures
Advise clients on estate, gift, and tax planning strategies, including multi-generational wealth transfer
Handle estate and trust administration matters from start to finish
Prepare and review estate, gift, and fiduciary income tax filings
Work directly with individuals and families on complex planning needs
Collaborate with team members on strategy, structuring, and execution of matters

Qualifications

3+ years of experience in trusts and estates or private client work
Strong experience with estate planning, estate and trust administration, and tax compliance
Demonstrated ability to draft sophisticated planning documents
Exposure to high-net-worth client work is preferred
Prior experience with cross-border or international planning is a plus
LL.M. in Taxation or Estate Planning is preferred but not required

Requirements

Strong organizational, analytical, and problem-solving skills
Excellent written and verbal communication abilities
Ability to manage multiple matters and meet deadlines
Comfortable interacting directly with clients and advisors
Team-oriented mindset with the ability to work independently when needed
High level of attention to detail and professional judgment

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

_{Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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About the Company

Jobot

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

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COMPANY SIZE

100 to 499 employees

INDUSTRY

Staffing/Employment Agencies

FOUNDED

2018

WEBSITE

http://www.jobot.com

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