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Private Client Associate

United States, New York 260000.00 USD / Year · Job Posted January 08, 2026
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Job Description

This is a New York-based opportunity to join a dependable team that counsels clients on a broad range of private client matters, including estate planning and related tax work, estate and trust administration, tax and succession planning for family-owned corporations and partnerships, and charitable giving. This position presents the opportunity to work closely with private equity and hedge fund managers, entrepreneurs, corporate executives, investment bankers, real estate developers, family offices, and philanthropists to identify their objectives and deliver creative, pragmatic solutions.

Job Responsibility

  • Advising independent executors and trustees on sensitive family, financial, and tax issues in the administration of estates and trusts
  • Representing family members and professionals at multi-generational family offices on estate planning, trust administration, and reporting matters
  • Assisting individuals with complex multinational tax issues involving trusts with beneficiaries in multiple jurisdictions
  • Representing principals of private equity firms and hedge funds in connection with their estate planning

Requirements

  • Mid Level (2-5 years)
  • Mid Senior Level (3-7+ years)
  • PQE: 1-3 years
  • PQE: 4-6 years
  • PQE: 7+ years

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