Trusts & Estates Counsel or Partner Level

Reposted 8 Days Ago
Be an Early Applicant
Philadelphia, PA, USA
In-Office
200K-225K Annually
Senior level
Professional Services
The Role
Advise high-net-worth individuals and business owners on advanced estate, gift, and generation-skipping transfer tax planning; design tax-efficient succession plans (trusts, partnerships, charitable structures); collaborate on M&A and business succession matters; draft and review complex estate planning documents; manage trust administration and coordinate with accountants and advisors.
Summary Generated by Built In

Trusts & Estates Attorney – Counsel or Partner Level

Philadelphia, PA

We are seeking an experienced Trusts & Estates attorney with strong tax and transactional experience to join our Philadelphia Estates & Trusts practice. The ideal candidate will have deep knowledge of estate, gift, and generation-skipping transfer tax planning, as well as familiarity with corporate and partnership tax issues related to business sales, restructurings, and succession planning.

Qualifications:

  • J.D. required; LL.M. in Taxation strongly preferred
  • Pennsylvania Bar admission
  • 7–10 years of experience in estate planning and federal tax law, including exposure to M&A or closely held business matters
  • Strong command of federal income, estate, and gift tax rules
  • Excellent drafting, analytical, and communication skills
  • Ability to independently manage multiple complex matters

Key Responsibilities:

  • Advise high-net-worth individuals, families, and business owners on advanced estate planning, wealth transfer strategies, and trust administration
  • Develop tax-efficient estate and business succession plans, including trusts, family partnerships, and charitable structures
  • Partner with corporate and transactional teams on M&A matters involving shareholder, partnership, and tax considerations
  • Counsel clients on integrating estate and income tax planning with liquidity events, including pre- and post-sale planning
  • Draft and review complex estate planning documents (trusts, wills, operating agreements, etc.)
  • Maintain strong client relationships and coordinate with accountants, advisors, and other professionals to deliver comprehensive solutions

Why Offit Kurman?

  • Offit Kurman offers a unique platform for entrepreneurial attorneys looking to grow their practice. We provide competitive compensation, a comprehensive benefits package, and a collegial, team-oriented environment where your contributions are valued.

Skills Required

  • J.D.
  • Pennsylvania Bar admission
  • 7-10 years of experience in estate planning and federal tax law, including exposure to M&A or closely held business matters
  • Strong command of federal income, estate, and gift tax rules
  • Experience advising high-net-worth individuals, families, and business owners on estate planning, trusts, and succession planning
  • Excellent drafting, analytical, and communication skills
  • Ability to independently manage multiple complex matters
  • LL.M. in Taxation
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Columbia, MD

What We Do

Offit Kurman is a full-service law firm that provides legal services to businesses, individuals, and families across more than 30 areas of practice.

Similar Jobs

YCharts Logo YCharts

Software Engineer

Cloud • Fintech • Software • Financial Services
Remote or Hybrid
United States
142 Employees
120K-160K Annually

Applied Systems Logo Applied Systems

Recruiting Operations Lead

Cloud • Insurance • Payments • Software • Business Intelligence • App development • Big Data Analytics
Remote or Hybrid
United States
3079 Employees
100K-150K Annually

Applied Systems Logo Applied Systems

Salesforce Administrator

Cloud • Insurance • Payments • Software • Business Intelligence • App development • Big Data Analytics
Remote or Hybrid
2 Locations
3079 Employees
70K-88K Annually

PwC Logo PwC

Consultant

Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Remote or Hybrid
62 Locations
370000 Employees
99K-232K Annually

Similar Companies Hiring

ABN AMRO Clearing USA LLC Thumbnail
Information Technology • Professional Services • Financial Services
Chicago, IL
215 Employees
Fora Thumbnail
Agency • On-Demand • Professional Services • Sales • Software • Travel • Hospitality
New York, NY
200 Employees
Energy CX Thumbnail
Greentech • Professional Services • Business Intelligence • Consulting • Energy • Financial Services • Utilities
Chicago, IL
108 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account