Senior Associate - Private Client
Listed on 2026-06-28
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Finance & Banking
Tax Advisor, Tax Law
Senior Associate - Private Client
We are seeking an experienced Senior Associate to join our Private Client team. As a trusted advisor to high net worth individuals, you will provide expert guidance on advanced estate, gift, and GST tax planning, as well as trust and estate administration.
Key Responsibilities:• Develop and implement comprehensive estate plans for high net worth individuals, including advanced tax planning strategies
• Draft and review complex estate planning documents, such as trusts, wills, and powers of attorney
• Assist with trust and estate administration, including managing complex projects and assignments
• Provide exceptional client service, building strong relationships and delivering tailored solutions
Requirements:• 5+ years of experience in private client services, with a focus on estate, gift, and GST tax planning
• Excellent academic and professional credentials, with a strong understanding of tax laws and regulations
• Strong analytical and problem-solving skills, with the ability to manage complex projects and priorities
• Exceptional communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
What We Offer:• A dynamic and supportive work environment with a team of experienced professionals
• Opportunities for professional growth and development, with a focus on mentorship and training
• A comprehensive benefits package, designed to support your overall well-being
If you are a motivated and experienced professional looking to take your career to the next level, we encourage you to apply for this exciting opportunity.
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