Trust And Estates Associate Job at Robert Half (New York)

Mid-level Trusts & Estates Associate

This role focuses on advising ultra-high net worth individuals and families—incl...

Location

United States

Salary:

Not provided

Sterlington

Expiration Date

Until further notice

Requirements

J.D. from a top-tier law school
LL.M. in Taxation preferred
Active membership in a U.S. state bar (PA, NJ, FL, NY, CA, TX, IL, or DC preferred)
3–6 years of relevant experience in trusts & estates, tax planning, or private client services
Strong drafting skills and deep knowledge of estate/gift tax code and regulations
Experience working with UHNW clients and complex asset structures
Exceptional judgment, discretion, and client service orientation
High emotional intelligence and ability to manage complex client relationships with diplomacy and tact
Experience advising family offices, business owners and multigenerational wealth structures

Job Responsibility

Advise UHNW individuals, families, and family offices on estate, gift, and generation-skipping transfer tax matters
Draft and review sophisticated estate planning documents, including GRATs, IDGTs, SLATs, QTIPs, and charitable trusts
Structure and implement wealth transfer strategies involving closely held businesses, private investments, and cross-border assets
Collaborate with fiduciaries, financial advisors, and tax professionals to develop integrated planning solutions
Provide guidance on probate, trust administration, and fiduciary income tax issues
Stay current on federal and state tax developments impacting private clients and wealth planning

Trusts and Estates Litigation Associate

McCarter and English is seeking a Trusts and Estates Litigation associate for ou...

Location

United States , Newark

Salary:

170000.00 - 210000.00 USD / Year

McCarter & English

Expiration Date

Until further notice

Requirements

Judicial clerkship experience in the Chancery Division or Appellate Courts desired
3-5 years of experience in litigation
NJ and NY Bar admission
Strong academic background

What we offer

Firm-paid basic life and AD&D insurance
Firm-paid short-term and long-term disability benefits
Comprehensive medical/prescription drug coverage
High deductible health plan with annual Firm HSA contribution
Employee-paid dental and vision coverage
Employee-paid supplemental health plans (accident, cancer, critical illness)
Flexible spending accounts
Optional life and AD&D insurance
Supplemental STD coverage
401(k) plan with pre-tax, Roth, after-tax contributions

Fulltime

Tax Associate Director – Inheritance & Trust Specialist

Our tax professionals draw on their comprehensive experience to deliver business...

Location

United Kingdom , London

Salary:

Not provided

BDO UK LLP

Expiration Date

Until further notice

Requirements

Proven specialist technical private client experience, and the ability to deal with complex tax issues, gained within a practice environment
Strong experience and the ability to lead projects, with support from senior members of the team, in succession planning for multi-generational families and provide support to the wider private client team as a technical expert on a wide range of inheritance tax matters
An in depth, up to date, knowledge of taxation including Trust and IHT related matters
Experience of reviewing Trust accounts and associated tax aspects
Experience advising in the trusts and estates specialist area and working with trustees and wealth advisory teams on the tax considerations
Experience of dealing with client senior management
Can guide and supervise less experienced colleagues
Some experience of seeking opportunities for developing new clients and for selling new services to existing clients
Staff management experience
Leads projects of varying scale and complexity

Job Responsibility

Manage funds, businesses and trusts of individuals, families and entrepreneurs
Build strong relationships with individuals to become their trusted advisor and oversee their tax affairs
Work across a truly diverse portfolio of global clients
Work proactively and manage your own tasks
Collaborate with others and communicate regularly with senior managers, directors, and BDO’s partners to help businesses effectively
Identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with.

What we offer

Health and wellness programmes
Pension plan with matched employer contributions
Private medical access for you and your family
Income protection plan
Holiday purchase scheme (up to 10 days additional leave)
Bike to work scheme
Agile working
Programmes, resources, and frameworks for career development
Mentoring and coaching
State-of-the-art collaboration spaces

Associate Attorney

We are in search of an Associate Attorney to join our client's legal team as a f...

Location

United States , Cinnaminson

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Must be a Licensed Attorney with active Bar Admission
Proficiency in Litigation Attorney practices is required
Demonstrated expertise in Estate Planning and Estate Law
Familiarity with Trusts and Estates, Tax - Trust & Estate, Wills, Probate, and Probate & Estate Administration
Ability to handle Probate Law and Probate Litigation
Comprehensive understanding of Elder Law
Experience in Litigation and making Court Appearances
Knowledge of Civil Court procedures is essential
Must adhere to the highest standards of ethics and professional conduct

Job Responsibility

Act as a representative for clients in Chancery Division and Law Division in New Jersey and Register of Wills and Orphan's Court in Pennsylvania
Draft and prepare various legal documents including Wills, Estates, Power of Attorney, Living Wills, Trust, and Guardianship pleadings
Ensure adherence to all relevant legal standards and regulations in the practice of Elder Law and Estate Planning
Oversee administrative and management functions related to legal practice to ensure smooth operations and client satisfaction
Provide advice to clients on business and legal transactions
Take charge of negotiations for settlements in legal disputes
Lead and manage a team consisting of a paralegal and support staff regarding a client's legal needs
Conduct in-person consultations with clients

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Fulltime

Associate

An award-winning law firm based in Richmond is seeking an ambitious Associate to...

Location

United Kingdom , Richmond, Greater London

Salary:

65000.00 - 85000.00 GBP / Year

Brandon James

Expiration Date

Until further notice

Requirements

Qualified Solicitor or Chartered Legal Executive with 4-7 years of private client experience
Strong understanding of Private Wealth matters including trusts, estate planning, and probate
STEP qualification or working towards (desirable)
Excellent client care and communication skills, with a compassionate and professional approach
Interest in supporting team growth and external business development

Job Responsibility

Managing a varied caseload independently including Wills, Lasting Powers of Attorney, Estate administration, Trust creation and administration, Inheritance Tax (IHT) and Capital Gains Tax (CGT) planning
Supporting clients through sensitive transitions with empathy and professionalism
Building long-term, trusted relationships with high-net-worth individuals
Assisting in the training and development of junior solicitors and trainees
Participating in marketing and business development initiatives to promote the Private Wealth team’s profile in Richmond and the wider region

What we offer

Flexible hybrid working options
28 days’ annual leave + bank holidays
Private medical insurance, income protection & life assurance
Firmwide bonus scheme & generous pension contributions
Career advancement within a Legal 500 recognised team

Fulltime

Senior Associate

A prestigious law firm based in Guildford is seeking a Senior Associate to join ...

Location

United Kingdom , Guildford

Salary:

70000.00 - 85000.00 GBP / Year

Brandon James

Expiration Date

Until further notice

Requirements

Qualified Solicitor or Chartered Legal Executive (CILEx) with experience in private client law
STEP qualification is highly desirable
Strong technical understanding across estate planning, trusts, probate, and tax matters
Confident managing a full caseload independently with high attention to detail
Empathetic, personable, and professional in supporting clients during emotionally challenging periods
A genuine interest in mentoring and team development

Job Responsibility

Manage a varied and complex caseload of private client matters, including wills, powers of attorney, inheritance tax and capital gains tax planning, estate administration, and trust creation and management
Advise high-net-worth individuals and families on sensitive matters such as succession planning, lifetime gifting, and estate preservation
Handle significant estates with professionalism, discretion, and attention to detail
Support and mentor junior lawyers within the team, fostering professional development
Contribute to marketing and business development initiatives, helping to build lasting client relationships and enhance the firm’s profile in the private client sector

What we offer

Hybrid working available
28 days annual leave plus bank holidays
Private medical insurance, income protection and life assurance
Firmwide bonus scheme and generous pension contributions
Excellent career progression with a top regional firm

Fulltime

Associate - Private Client

This respected Scottish firm is home to a long-standing Private Client team that...

Location

United Kingdom , Edinburgh

Salary:

58000.00 - 65000.00 GBP / Year

Douglas Scott

Expiration Date

Until further notice

Requirements

Minimum of 5 years’ post-qualification experience in private client work
strong understanding of tax reliefs such as Agricultural Property Relief (APR) and Business Property Relief (BPR)
ability to manage a varied caseload independently
experience supporting clients on trust law, asset protection, and powers of attorney or guardianship
proactive approach to client service, business development, and collaboration with colleagues.

Job Responsibility

Advising a wide range of individuals, families, and high-net-worth clients on complex personal and tax-related matters
preparing wills
estate administration
inheritance tax planning
trust creation
handling contentious matters such as disputed executries and trust issues.

What we offer

Competitive salary
comprehensive benefits package
flexibility in work environment with full-time, part-time, and hybrid options
strong collaborative team culture
structured development pathways for career progression.

Private Client Associate Solicitor

An esteemed South Manchester law firm, recognized in both the Legal 500 and Cham...

Location

United Kingdom , Stockport

Salary:

45000.00 - 58000.00 GBP / Year

Douglas Scott

Expiration Date

Until further notice

Requirements

Qualified Solicitor with 3–6 years PQE in private client law
Demonstrated expertise in handling HNW or complex estates and trust work
Proactive team player with a commitment to delivering high-quality client service and fostering collaborative relationships

Job Responsibility

Manage a diverse caseload encompassing wills, trusts, probate, and Court of Protection matters
Provide expert legal advice on complex and high-value estates, ensuring meticulous attention to detail and adherence to best practices
Collaborate with colleagues to deliver exceptional client service, maintaining the firm's reputation for excellence in private client law

What we offer

28 days annual leave (plus bank holidays)
pension scheme
access to professional development resources

Trust And Estates Associate

Robert Half

Location:
United States , New York

Category:
Legal

Contract Type:
Employment contract

Salary:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
April 27, 2026

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