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PL

Pernini Legal, LLC

via ZipRecruiter

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Private Client Services Associate Attorney

Charlotte, NC
Full-time
Posted 12/3/2025
Verified Source
Key Skills:
Trust and estates law
Drafting complex wills and trusts
Estate administration
Tax calculations and analysis
Client presentations
Supervisory skills

Compensation

Salary Range

$245K - 330K a year

Responsibilities

Advise high-net-worth clients on trust and estate matters, draft complex wills and trusts, manage estate administration, prepare client presentations, and supervise paralegals.

Requirements

JD from top-tier law school, New York Bar admission or waiver, LL.M. with strong tax background, 2-4 years substantive trust and estates law firm experience, drafting and estate administration skills, and supervisory ability.

Full Description

Private Client Services Associate Attorney Location: New York, NY Our client, a prominent AmLaw 100 firm, is seeking a talented Associate Attorney to join its Private Client Services Practice Group in New York City. This is an exceptional opportunity for an attorney to work with high-net-worth individuals on complex trust and estate matters while developing expertise in a supportive, team-oriented environment. Candidate Profile: • JD from a top-tier law school with a strong academic record. • New York Bar Admission or the ability to waive in. • LL.M. and strong tax background required. • 2-4 years of substantive law firm experience in trust and estates law. • Demonstrated drafting and estate administration skills, including experience with complex wills and trusts. • Proficiency in preparing client presentations, tax calculations and analysis, and administering estates from probate through closing. • Detail-oriented with the ability to work independently and manage client contact. • Supervisory skills to direct paralegals in a collaborative environment. Key Responsibilities: • Advise high-net-worth clients on trust and estate matters, including estate planning, tax strategies, and administration. • Draft complex wills and trusts tailored to client needs. • Manage the administration of estates from probate through final closing, ensuring all tax filings and legal requirements are met. • Prepare client presentations and conduct tax calculations and analyses. • Collaborate with a team of attorneys and paralegals to deliver superior client service. Why Join Us? This position provides a unique opportunity to join a growing Private Client Services Practice Group and work on sophisticated trust and estate matters for high-net-worth individuals. The firm offers a dynamic and collegial environment that values professional development, collaboration, and client service excellence. With a hybrid work schedule, attorneys enjoy flexibility while maintaining meaningful client interaction and in-office engagement. The firm offers a competitive compensation package, with an annual salary range of $245,000-$330,000, commensurate with experience and market factors. Additional benefits include discretionary bonuses, firm-sponsored incentive programs, and a comprehensive suite of employee benefits. Application Requirements: Interested candidates should submit a cover letter, resume, and a writing sample. Our client is an Equal Opportunity Employer. #LI-DNP

This job posting was last updated on 12/8/2025

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