Senior Estate & Tax Associate Attorney; AM

Overview

Job Title: Senior Estate & Tax Associate (Private Clients Associate)

Location: Rochester, NY (Hybrid) – the firm will consider REMOTE candidates if they are barred in NY, meet the job requirements, and are available to travel as needed

Salary Range: $160,000 – $225,000 annually (can potentially exceed base salary for the right candidate) + bonus

Compensation & Benefits

Comprehensive benefits package included

Additional contingent bonus potential based on performance, experience, and other factors

Bonus eligibility begins after meeting expected full-time hours

Our client is a nationally recognized AM100 defense-oriented law firm with a collaborative, innovative culture. While known for its defense practice, this role is part of the Private Clients / Private Wealth & Advisory team
, which specializes in estate and tax planning for high net worth individuals, families, and business owners
. The team partners with clients to develop strategies that protect wealth, minimize taxes, and preserve businesses and assets across generations. Associates in this group gain hands-on experience with complex estate planning, gift and income tax strategies, trusts, and wealth management solutions
, working closely with senior attorneys and other advisors.

• Advise high net worth clients, trusts, partnerships, LLCs, and corporations on estate, income, and gift tax planning strategies
• Draft and review estate planning documents, trust agreements, and tax-related documentation
• Assist with trust and estate administration matters
• Collaborate with senior attorneys and financial advisors to implement wealth preservation strategies
• Participate in client meetings, planning sessions, and strategic advisory work

• JD from an accredited law school and admission to the bar
• 3–8 years of experience in estate planning, tax law, or private client law
• Experience representing high net worth clients and business entities in estate, gift, and income tax matters
• Familiarity with trust and estate administration
• Strong analytical, drafting, and client communication skills
• Ability to work independently and collaboratively in a team environment

This is a unique opportunity to join a defense-focused law firm with a nationally recognized Private Clients team. The role provides exposure to high-profile, complex estate and tax planning matters, mentorship from senior attorneys, and the chance to build a career in a prestigious, highly regarded firm.

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