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J.Sheppard Associates · 1 week ago

Trusts & Estates Associate – Law Firm Private Client Practice

New York, NY

Full-time

Onsite

Mid Level

$200K/yr - $230K/yr

3+ years exp

J.Sheppard Associates is representing a highly regarded Trusts & Estates practice seeking an Associate to join its elite private client team. This role involves drafting sophisticated planning instruments, advising on closely held businesses, and navigating advanced tax considerations, while working directly with partners on planning strategy and execution.

Staffing & Recruiting

Hiring Manager

Jonathan Sheppard

Responsibilities

Drafting sophisticated planning instruments

Advising on closely held businesses and commercial real estate interests

Navigating advanced tax considerations

Exposure to trust and estate administration, including Surrogate’s Court matters

Working directly with partners on planning strategy, structuring, and execution

Qualification

Estate planningTrust administrationTax planningWriting abilityJudgmentComplex problem solvingCollaborationCommunication

Required

Three to five years of experience in Trusts & Estates practice

Experience from strong midsized or elite boutique firms, or Big Law associates seeking greater responsibility

Technical skills

Excellent writing ability

Sound judgment

Comfort operating in demanding, high-expectation environments

Admission to practice in New York

A writing sample, transcript and brief description of the most complex estate planning matter handled and your role in it, will be required as you enter the interview process