Trusts & Estates Associate (3–5 Years) - Private Client Practice jobs in United States
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J.Sheppard Associates · 3 days ago

Trusts & Estates Associate (3–5 Years) - Private Client Practice

J.Sheppard Associates is a sophisticated Trusts & Estates practice serving HNW and UHNW individuals and families. They are seeking an Associate with 3-5 years of experience to engage in complex estate planning and administration, working closely with partners on planning strategy and execution.

Staffing & Recruiting
Hiring Manager
Jonathan Sheppard
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Responsibilities

Work directly with partners on planning strategy, structuring, and execution
Gain exposure to trust and estate administration and Surrogate’s Court matters

Qualification

Estate planningTrust administrationTax planningWriting abilityJudgmentProfessional growthCollaboration

Required

Three to five years of solid law firm training
Strong foundation in estate planning and administration
Admission to practice in New York
Strong technical skills
Excellent writing ability
Comfort operating in high expectation settings

Benefits

Liberal bonus
Comprehensive benefits package

Company

J.Sheppard Associates

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At J.

Funding

Current Stage
Late Stage

Leadership Team

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Jonathan Sheppard
President & CEO
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Company data provided by crunchbase