Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.

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About the job

Senior Associate - Private Client

We are seeking an experienced Senior Associate to join our Private Client team. As a trusted advisor to high net worth individuals, you will provide expert guidance on advanced estate, gift, and GST tax planning, as well as trust and estate administration.

Key Responsibilities:

• Develop and implement comprehensive estate plans for high net worth individuals, including advanced tax planning strategies

• Draft and review complex estate planning documents, such as trusts, wills, and powers of attorney

• Assist with trust and estate administration, including managing complex projects and assignments

• Provide exceptional client service, building strong relationships and delivering tailored solutions

Requirements:

• 5+ years of experience in private client services, with a focus on estate, gift, and GST tax planning

• Excellent academic and professional credentials, with a strong understanding of tax laws and regulations

• Strong analytical and problem-solving skills, with the ability to manage complex projects and priorities

• Exceptional communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues

What We Offer:

• A dynamic and supportive work environment with a team of experienced professionals

• Opportunities for professional growth and development, with a focus on mentorship and training

• A comprehensive benefits package, designed to support your overall well-being

If you are a motivated and experienced professional looking to take your career to the next level, we encourage you to apply for this exciting opportunity.