Senior Associate or Of Counsel Private Client Practice

A law firm seeks a senior-level associate or an of counsel to join its Private Client practice in Philadelphia. The ideal candidate will have substantial experience in estate and tax planning, estate administration, and business succession planning for high-net-worth individuals and families. Expertise in international tax and cross-border planning is highly valued. This is a non-partnership track position, offering an excellent opportunity to work on sophisticated matters within a dynamic and supportive environment.

Duties:

• Provide comprehensive estate and tax planning services to high-net-worth individuals, families, and family offices
• Advise clients on business succession planning, including the creation of trusts, estates, and related structures
• Lead estate administration matters, including probate and post-mortem planning
• Develop strategies for clients involved in complex cross-border and international tax matters
• Collaborate with other legal teams, accountants, and financial advisors to provide holistic solutions for clients
• Manage client relationships, ensuring exceptional service and strategic advice
• Stay current on changes in estate, tax, and trust laws, especially as they pertain to high-net-worth and international clients
• Provide mentorship and guidance to junior team members

Requirements:

• Extensive experience in private client services, with a focus on estate planning, tax planning, and business succession
• Proven ability to manage complex estate administration and trust matters
• Background in international tax and cross-border planning is highly desirable
• Strong client-facing skills with the ability to manage multiple relationships and priorities
• Excellent written and verbal communication skills
• Pennsylvania Bar membership is preferred, or the ability to gain admission
• Highly organized with a keen attention to detail
• Ability to work independently and collaborate with a team

Education:

• J.D. from an accredited law school

Certifications:

• Admission to the Pennsylvania Bar preferred

Skills:

• In-depth knowledge of estate planning, trust administration, and tax strategies for high-net-worth individuals
• Expertise in business succession planning and estate administration
• Experience in cross-border taxation and international estate matters
• Exceptional communication skills, both written and verbal
• Ability to navigate complex legal and financial matters with a high degree of professionalism
• Strong analytical and problem-solving abilities
• Client-focused with a proactive, solution-oriented approach

Benefits:

• Comprehensive healthcare coverage, including medical, dental, and vision
• 401(k) plan with firm contributions
• Generous paid time off (PTO), including vacation, sick leave, and holidays
• Parental leave and family support benefits
• Continuing legal education and professional development opportunities

This is a unique opportunity for an experienced attorney to join a growing and sophisticated private client practice. If you are passionate about providing strategic guidance to high-net-worth individuals and families, we invite you to apply.

This is one of the top law firms in the country to work forin its huge Philadelphia office, this firm draws rave reviews. Although much more a large firm atmosphere than most of the East Coast (non-New York) based firms, this firm has one of the most exciting full service practices around. However, it is not easy to get in with this fairly elite group of attorneys--they are very picky about their candidates. The culture here is fairly competitive--although the partners take care of their own, this is a group of high powered professionals who are used to acheiving at very high levels--and used to beating out the guy next door. This internal drive will keep associates staying later and later to earn bragging rights on occasion--but it's not as if the work isn't abundant enough to keep you there.