Estate Planning Attorney Job at Aprio (New York)

Estate Planning Attorney

Aprio

Location:
United States , New York ▼
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Category:
Legal

Contract Type:
Not provided

Salary:

150000.00 - 175000.00 USD / Year

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Job Description:

Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio. Join Aprio's Legal team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for an Estate Planning Attorney to join their dynamic team.

Job Responsibility:

Advise clients on all aspects of estate planning, including wills, trusts, powers of attorney, advance directives, medical powers of attorneys, and tax strategies
Draft, review, and revise estate planning documents tailored to individual client needs
Conduct client consultations to assess goals, assets, and family dynamics, providing clear guidance and recommendations
Manage complex estates, including those involving business interests, charitable giving, and multi-generational planning
Collaborate with financial advisors, accountants, and other professionals to create integrated estate plans
Stay current with federal and state laws impacting estate planning, probate, and tax matters
Represent clients in probate court and in the administration of trusts and estates as needed
Foster trust and rapport with clients through clear communication, confidentiality, and responsive service

Requirements:

Juris Doctor (JD) degree from an accredited law school
Active license to practice law in the relevant state and/or willingness to waive into jurisdictions to meet client needs
At least five years of dedicated experience in estate planning, with direct client interaction
Demonstrated expertise in drafting and implementing estate planning documents
Strong understanding of estate, gift, and generation-skipping transfer tax laws
Excellent communication, negotiation, and problem-solving skills
Ability to handle sensitive matters with discretion and empathy
Proficiency with legal research and practice management software

Nice to have:

Experience with high-net-worth clients and complex estate structures
Background in probate litigation or trust administration
Ability to deliver presentations and educational seminars to clients and community groups
Experience working with accountants and financial planners to provide coordinated solutions for clients

What we offer:

Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave – coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options

Additional Information:

Job Posted:
February 17, 2026

Expiration:
April 06, 2026

Employment Type:

Fulltime

Work Type:

Remote work

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