CrawlJobs Logo

Trusts & Estates Partner

mlordco.com Logo

Lord Gurman & Lewis

Location Icon

Location:
United States , New York City

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided

Job Description:

A well-established, mid-sized, multi-practice law firm seeks to hire an experienced attorney or group of attorneys with trusts and estates experience (transactional) and portable business. The firm had a banner year last year, with revenue increasing twenty percent, and is thriving. It offers a collaborative environment with significant existing T&E matters to hand off to the right attorney or team. The firm is open to bringing in an individual or small group of attorneys, and has a strong track record of helping incoming partners grow their originations significantly through cross-selling across practice groups and associate support.

Job Responsibility:

  • Develop and manage client relationships across trusts and estates matters
  • Lead sophisticated transactional engagements from inception to completion
  • Collaborate with attorneys across practice groups on multidisciplinary matters

Requirements:

  • An experienced T&E attorney or group of T&E attorneys
  • Self-sustaining portable business (individually or as a group)
  • Excellent communication and client service abilities
  • 11+ Years experience
What we offer:
  • Flexible and creative compensation structures depending on the circumstances
  • Comprehensive benefits package
  • Flexible work arrangement: partners can work remotely or from the firm’s NYC offices
  • Strong platform for partner growth, including cross-selling across practice groups and associate support

Additional Information:

Job Posted:
March 04, 2026

Employment Type:
Fulltime
Work Type:
Remote work
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Trusts & Estates Partner

Senior Tax Accountant - Estate & Trust

We are currently seeking a Senior Tax Accountant with a specialization in Estate...
Location
Location
United States , Elk Grove Village, McHenry, Elgin, Woodridge, IL
Salary
Salary:
105000.00 - 115000.00 USD / Year
portebrown.com Logo
Porte Brown LLC
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3+ years of current Public Accounting Experience
  • Experience preparing Form 1041 Fiduciary Income tax returns
  • Experience preparing Form 709 Gift Tax returns
  • Experience preparing Form 706 Estate Tax returns
  • Experience preparing Deceased Taxpayer Income Tax returns
  • BA/BS Degree in Accounting, Finance, or related field
  • CPA Certification
  • or eligible to sit for the CPA exam
  • Proficiency with tax software, MS Office, and working knowledge of QuickBooks
  • Strong client rapport and project management skills
Job Responsibility
Job Responsibility
  • Assist partners and managers in consulting with closely held business and individual clients on financial and tax planning matters
  • Prepare tax returns, including consolidated or multi-state business returns, complex pass-through entities, and complex individuals
  • Identify and research all aspects of estate and trust engagements, including planning, research, compliance and reporting
  • Reading through trust agreements and wills to determine appropriate filings and estate structure
  • Complete monthly and quarterly accounting projects at client locations
  • Demonstrate an interest in practice development
  • Advises and coaches team members and sets example by demonstrating high energy level and enthusiasm
  • Actively supports new initiatives
  • Identify opportunities to improve assignment profitability and efficiency
  • Pursues self-development opportunities
Read More
Arrow Right

Private Client Partner

A legal 500, award winning law firm is currently looking for a Private Client Pa...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
https://www.douglas-scott.co.uk Logo
Douglas Scott
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • An experienced Private Client lawyer with a strong reputation in the market
  • Proven track record of advising HNW and UHNW clients on complex private client matters
  • Experience in business development, leadership, and team management
  • Strong technical expertise in trusts, tax, estate planning, and cross-border private wealth matters
  • An existing client base or the ability to generate new business through strong networks and industry connections
  • Exceptional communication, strategic thinking, and client relationship skills
Job Responsibility
Job Responsibility
  • Lead and develop the firm’s Private Client practice, driving strategic growth and innovation
  • Advise HNW and UHNW clients on a broad range of private client matters, including wealth structuring, tax planning, trusts, succession planning, and estate administration
  • Build and maintain long-term client relationships, acting as a trusted advisor to individuals, families, business owners, and trustees
  • Manage and mentor a high-performing team, fostering a collaborative and client-focused culture
  • Drive business development and networking initiatives to enhance the firm's presence in the private wealth market
What we offer
What we offer
  • Competitive remuneration package with a generous bonus structure
  • A collaborative, forward-thinking firm with a strong reputation in private client law
  • Autonomy and flexibility to develop and shape the practice
  • High-profile and complex work with HNW and UHNW clients
  • Fulltime
Read More
Arrow Right

Private Client Partner

A dynamic, modern law firm seeks a qualified solicitor to lead the development o...
Location
Location
United Kingdom , London
Salary
Salary:
120000.00 - 150000.00 GBP / Year
https://www.douglas-scott.co.uk Logo
Douglas Scott
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • A qualified solicitor (8+ PQE) with strong private client experience across wills, trusts, estate planning, and probate
  • Technically strong, with confidence handling high-value and complex estates (often with international elements)
  • STEP qualified or working towards it
  • Commercially minded and capable of building lasting client relationships
  • Entrepreneurial, self-driven, and excited by the idea of building a new practice from a high-quality platform
  • A confident communicator and leader, capable of mentoring junior lawyers and representing the department internally and externally
Job Responsibility
Job Responsibility
  • Drafting and advising on wills, trusts, and lasting powers of attorney
  • Handling complex estate administration and probate, including intestacies and foreign domicile matters
  • Providing succession and tax planning advice, including lifetime gifting, asset protection, and post-death variations
  • Advising international clients on UK property structuring, domicile and residency, and cross-border estate planning
  • Collaborating with family offices, financial advisers, and tax specialists to deliver joined-up advice
  • Leading on business development and the longer-term strategic growth of the department
What we offer
What we offer
  • Lead the practice – shape strategy, brand, and growth from day one
  • Work with ambitious leadership – modern, agile, and client-centric
  • Prime London location – a fitting base for the calibre of clients you’ll serve
  • Real autonomy – make your mark without layers of hierarchy
  • Competitive salary – £120,000 – £150,000 DOE, which will be supported by the successful candidate's business case, with some flex depending on that
  • Fulltime
Read More
Arrow Right

Private Client Partner

As a Private Client Partner, you will play a pivotal role in providing expert le...
Location
Location
United Kingdom , Gravesend
Salary
Salary:
80000.00 - 110000.00 GBP / Year
https://www.douglas-scott.co.uk Logo
Douglas Scott
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven experience in private client matters including wills, powers of attorney, court of protection, trusts, estates, inheritance, tax, deputyship, and charities
  • Demonstrated leadership skills with the ability to inspire and motivate a team
  • Excellent communication and client management abilities
  • A track record of achieving and exceeding targets and expectations
  • Strong commercial acumen and a dedication to delivering exceptional client care
Job Responsibility
Job Responsibility
  • Lead the firms private client department and champion excellence in legal services
  • Provide expert legal advice and guidance across a broad spectrum of private client matters
  • Collaborate with a talented team to deliver exceptional service to our clients
  • Fulltime
Read More
Arrow Right

Private Client Partner

As a Private Client Partner, you will play a pivotal role in the firm’s highly r...
Location
Location
United Kingdom , Guildford
Salary
Salary:
Not provided
https://www.douglas-scott.co.uk Logo
Douglas Scott
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • A minimum of 7+ years PQE in Private Client law
  • Proven experience in managing a busy caseload of complex private client matters
  • A strong track record of business development and networking
  • A STEP qualification (desirable but not essential)
  • Excellent leadership and mentoring skills
  • A proactive, client-focused approach with the ability to build and maintain lasting relationships
Job Responsibility
Job Responsibility
  • Estate planning and administration
  • Wills, probate, and trusts
  • Tax advice, including inheritance tax planning
  • Powers of Attorney and Court of Protection work
  • Advising on succession planning for business owners
  • Managing and developing client relationships
  • Supervising junior lawyers
  • Contributing to the continued growth of the department
What we offer
What we offer
  • Clear path to equity partnership
  • Supportive, collaborative team culture
  • Excellent career development opportunities within a Legal 500-ranked firm
  • A comprehensive benefits package
  • Flexible working arrangements
  • Fulltime
Read More
Arrow Right

Tax Manager – Trusts & Estates

This firm is known for exceptional client service, top peer‑review ratings, stro...
Location
Location
United States , Melville, Long Island, NY
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 10+ years of public accounting experience with a heavy focus on Trusts & Estates
  • CPA required
  • CPA/Attorney or JD/LLM highly desirable
  • Extensive experience with Trusts, Estates, Gift Tax, and GST compliance
  • Strong technical skills paired with polished client‑facing communication
  • Proven ability to manage multiple engagements and deadlines
Job Responsibility
Job Responsibility
  • Manage and review complex Trust, Estate, Gift Tax, and GST filings
  • Provide high‑level tax planning and compliance services for high‑net‑worth individuals and families
  • Advise clients on estate, gift, and generation‑skipping transfer strategies
  • Oversee compliance processes and ensure accuracy, timeliness, and regulatory adherence
  • Serve as a trusted advisor, maintaining strong client relationships and service excellence
  • Mentor and develop staff while collaborating closely with partners
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
Read More
Arrow Right

Private Client Solicitor

Are you ready to take the next step in your legal career? A renowned Legal 500 f...
Location
Location
United Kingdom , Berkshire
Salary
Salary:
60000.00 GBP / Year
https://www.douglas-scott.co.uk Logo
Douglas Scott
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Demonstrable expertise as a Private Client Solicitor with a minimum of 5 years' post-qualification experience
  • Proven track record in handling private client matters, including estate planning, trusts, and inheritance tax
  • Strong communication and interpersonal skills, with a client-focused approach to delivering exceptional legal advice and services
  • Ability to work collaboratively within a high-performing team, demonstrating leadership and mentorship qualities
  • Ambition to contribute to and enhance the reputation of our esteemed Legal 500 firm
  • LLB (Hons) or equivalent qualification, with relevant professional certifications
  • Admission as a Solicitor in England and Wales (or equivalent jurisdiction) with a clean disciplinary record
  • Demonstrated commitment to professional development and keeping abreast of legal updates and industry best practices
Job Responsibility
Job Responsibility
  • Contribute to a leading Legal 500 firm, providing expert legal guidance to private clients
  • Showcase your extensive experience as a senior associate or partner, leveraging your skills to deliver exceptional client service
  • Enjoy a permanent role with a competitive salary range and the opportunity to make a significant impact within our esteemed firm
  • Fulltime
Read More
Arrow Right

Attorney

We are looking for a dedicated Attorney to join a respected and established Trus...
Location
Location
United States , Roseville
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Juris Doctor (J.D.) degree from an accredited law school and active membership with the State Bar of California
  • At least 3 years of experience in estate planning, trust administration, probate, or related tax issues preferred
  • Ability to manage multiple cases independently while meeting deadlines
  • Strong drafting skills with attention to detail in all legal documentation
  • Excellent verbal and written communication skills, capable of simplifying complex legal concepts for clients
  • Commitment to providing exceptional client service and building trusted relationships
  • Strong attention to detail and sound judgment suitable for working with high-net-worth individuals and family-owned businesses
  • Familiarity with tax issues related to estate planning, including estate, gift, and income taxes
Job Responsibility
Job Responsibility
  • Draft and review estate planning documents, including wills, revocable living trusts, and powers of attorney
  • Assist in creating advanced planning structures like irrevocable grantor trusts and retained interest trusts under partner supervision
  • Manage trust administration and probate matters, including asset distribution and preparation of court filings
  • Collaborate with clients’ advisors, such as CPAs and financial planners, to address tax and business succession issues
  • Conduct legal research and prepare detailed analyses on estate planning, tax, and property tax matters
  • Communicate complex legal concepts clearly to clients, ensuring they understand all aspects of their estate plans
  • Ensure compliance with deadlines and legal requirements in all matters handled
  • Provide high-quality legal counsel while maintaining professionalism and discretion
  • Participate in team discussions to develop strategies for complex cases
  • Stay updated on changes in estate planning and tax laws to provide informed advice
What we offer
What we offer
  • health insurance
  • paid time off
  • retirement benefit
  • medical, vision, dental, and life and disability insurance
  • eligibility to enroll in our company 401(k) plan
Read More
Arrow Right