International Estate Planning Associate Attorney

A bit about us:

We're a boutique firm with international reach, advising individuals and families on complex legal matters. Quietly impactful, we focus on what truly matters to our clients.

Why join us?

Join a tight-knit team handling sophisticated work for global clients. We value collaboration, thoughtful counsel, and long-term growth.

Job Details

We are seeking a highly motivated associate attorney with 3+years of experience to join our team, focusing on international estate and tax planning for high-net-worth individuals and families.

About the Role:

In this role, you will work closely with clients and advisors across the globe to address complex cross-border wealth transfer, tax, and compliance matters. The work involves structuring international and domestic trusts, navigating inbound and outbound planning issues, and advising on U.S. tax and reporting obligations related to foreign assets and beneficiaries.

What You'll Do:

Advise international and U.S.

-based clients on estate, gift, and generation-skipping transfer tax planning

Structure and implement cross-border wealth planning strategies, including trust and holding company arrangements

Address pre-immigration and expatriation tax planning

Analyze international tax treaties, FATCA, and CRS implications

Coordinate with advisors in multiple jurisdictions

Draft and review sophisticated estate planning documents and opinion letters

Support compliance with U.S. reporting obligations (e.g., Forms 3520, 5471, 8938)

What We're Looking For:

3-6 years of relevant private client or international estate planning experience at a law firm or boutique practice

LL.M. in Taxation or Estate Planning is preferred but not required

Strong academic credentials and excellent writing and communication skills

Admission to the New York Bar

Foreign language skills and international background a plus

This is an opportunity to join a collaborative, low-profile firm doing high-level, global work in a collegial environment.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.