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At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

Provide support to trust officers and management to accomplish the duties and requirements of the trust division.

Essential Responsibilities:

• Provides customer service to trust clients, businesses, and professionals.
• Provides support to trust officers and trust management.
• Interacts and provides support and customer service to internal personnel.
• Prepares and maintains accurate account documentation to support administrative decisions of Bank in its fiduciary capacity.
• Communicate with clients, businesses, professionals, and internal personnel through the use of letters, email, memorandums
• Answers incoming calls and takes appropriate action.
• Reviews incoming internal and external mail and directs accordingly, responds to correspondence as required.
• Establishes and maintains required departmental documentation, files, and records.
• Prepares reports as needed from trust accounting system.
• Prepares reports in required format, such as, court accountings, state charitable reports, guardianship reports, etc.
• Maintains, manages, and completes tickler file, calendar, and other records as reminders to execute upcoming events.
• Responds and interprets requests for checks, transaction activity, statement mailings, address changes, tax information, trust account reports, wires, etc. in accordance with account agreements and established procedures.
• Processes and analyzes incoming funds in accordance with account agreements and established procedures.
• Prepares daily work entries and general ledger tickets for trust/banking related transactions.
• Prepares documents and handles all aspects of account openings and closings.
• Prepares discretionary payment requests, administrative reviews, checklists, trust accountings, court reports, and other required documentation.
• Reviews and analyzes account overdrafts and takes appropriate action.
• Reviews account transactions for reasonableness and accuracy.
• Performs research to respond to internal and external inquiries.
• Assists with the preparation of proposals, presentations, and other related educational materials.
• Other department duties include research, organizing meetings, making reservations and special projects.
• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner

Ancillary Duties:

As an integral member of the Trust Department, this position is responsible to assist the department as well as the bank in achieving their goals.

Education, Training and Requirements:

• Associates degree in business or related field of study; paralegal; or high school diploma with equivalent business work experience

Skills:

• Highly organized; attentive to detail; strong oral and written communication skills; computer proficient; ability to use office equipment; strong interpersonal skills; ability to prioritize, multi-task and work independently; valid driver's license.

Experience:

• At least two years of customer service in banking/financial related field

Hours: 40hours/week

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

Experienced Trusts & Estates Attorney

Location: Primarily Remote (Flexible/Variable Office Hours)

Position Type: Full‑Time

About the Role

Our firm is seeking a highly experienced Trusts and Estates Attorney with 5 plus years of experience to join our team. The ideal candidate will be fully versed in trust and estate law and capable of independently managing matters from initial client intake through final resolution. This is a great opportunity for someone who values autonomy, high‑quality legal work, and a flexible, mostly remote environment.

Litigation experience involving trusts and estates matters is highly valued and considered a significant plus, though not mandatory.

Key Responsibilities

The successful candidate will be expected to perform the full scope of duties typically required in a trusts and estates practice, including:

Estate Planning

• Conduct client consultations to understand goals, assets, and family dynamics
• Draft, review, and revise estate planning documents, including:
• Wills
• Revocable and irrevocable trusts
• Powers of attorney
• Advance health care directives
• Gift planning instruments
• Provide sophisticated tax planning advice related to federal estate, gift, and generation‑skipping transfer taxes
• Advise high‑net‑worth clients on wealth transfer strategies and succession planning

Trust & Estate Administration

• Guide trustees, executors, and beneficiaries through probate and non‑probate administration
• Prepare and file probate petitions and related court documents
• Marshal, inventory, and value assets
• Address creditor claims and supervise payment of obligations
• Coordinate preparation of estate, fiduciary, and gift tax returns
• Manage trust funding and distribution processes
• Interpret trust instruments and advise fiduciaries on compliance

Client Counseling & Case Management

• Manage matters independently with minimal supervision
• Maintain strong professional communication with clients, fiduciaries, beneficiaries, and co‑professionals
• Provide strategic advice, risk assessment, and clear explanations of complex legal matters
• Maintain organized case files and deadlines from intake to conclusion

(Optional but Preferred) Litigation

• Handle or assist with trust and estate disputes, including:

Will contests

Breach of fiduciary duty claims

Accounting disputes

Interpretation issues

Draft pleadings, motions, discovery, and negotiate settlements

Qualifications

• J.D. from an accredited law school
• Licensed and in good standing with the Utah state bar
• 5 plus years of trusts and estates experience
• Strong drafting, analytical, and communication skills
• Ability to work independently and manage a full caseload

Compensation & Benefits

We offer a competitive compensation package commensurate with experience, including:

• 100% employer‑paid health and dental insurance
• 401(k) plan
• Additional fringe benefits
• Primarily remote work environment with flexible, varying office hours

At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable and optimized. Ready to make a difference? Join us to start Caring. Connecting. Growing together.

The Vice President Sales, Labor & Trust position is accountable for achieving membership sales targets. This role is responsible for developing a strategic sales plan based on the assigned goals, which promotes a sustainable qualified sales pipeline leading to membership and revenue growth, and strategic consultant and stakeholder relationships.

You'll enjoy the flexibility to work remotely * from anywhere within the U.S. as you take on some tough challenges.

Primary Responsibilities:

• Achieve new business sales membership goals on an annual basis, focusing primarily on Labor & Trust Funds
• Demonstrate strategic thinking and innovation based on knowledge of the market, competitors and solutions
• Drive Labor & Trust/complex Sales and Business Planning and Membership Forecasting
• Define sales processes that drive desired sales outcomes and identify improvements where and when needed
• Demonstrate solid leadership qualities and organizational skills in directing the efforts of the sales or project team throughout the sales cycle
• Manage consultant and customer expectations and contribute to a high level of customer satisfaction (NPS)
• Understand and evaluate competitive activity and keep leadership and marketing apprised
• Maintain a highly credible professional profile within the industry
• Represent the organization in meetings, seminars, trade shows and networking events
• Provide input to region and national teams for product enhancement & new product development
• Communicate issues, concerns and problems in a solution-oriented manner
• Provide management with timely reporting as required and requested
• Successfully implement a direct prospecting strategy for Region and Markets
• Work collaboratively with the client management team and national/regional resources to maximize results
• Ensure accurate and timely entry of sales opportunity information using our sales tracking tools
• Be a positive force and a team leader

You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

Required Qualifications:

• 7+ years of successful sales and/or sales management experience in Health Insurance 
• 7+ years of successful sales experience in large and complex sales negotiations
• Consistent track record meeting/exceeding Sales Goals
• ASO / Self-Funded Insurance Plans and Sales
• Demonstrated success with Pipeline Opportunity Development and Management
• Experience with CRM / Sales Tools and Methodology (i.e., SalesForce)
• Experience with successful Negotiations skills and techniques
• Extensive experience in advanced Health Insurance solutions sales with large Payer organizations
• Knowledge of Taft-Hartley Multi-Employer Trust Funds; both Labor & Management Side
• Successful consultative sales experience calling on Trustees, Fund Professionals, Consultants
• Leadership in both hierarchical and team situations, within a highly matrixed organization
• Clearly demonstrated strengths in persuasion, oral/written communications, analytical skills and sales production
• History of building and maintaining solid positive business relationships at all decision levels
• Driver's License and access to a reliable transportation

Preferred Qualifications:

• Experience with Labor Sales Process
• Experience working with Unions (particularly Labor Unions)
• Experience working with Lobbyists and Governmental Affairs
• Experience working in a highly matrixed organization

Preferred Core Competencies:

• Solid Drive for Results
• Ability to Deal with Ambiguity
• Versed at Conflict Management
• Possess Organizational Agility and is Politically Savvy
• Skilled at Managing and Communicating Vision and Purpose

*All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy

Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $75,000 to $160,000 annually based on full-time employment. We comply with all minimum wage laws as applicable.

Application Deadline: This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants.

At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission.

UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.

UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.

#UHCPJ

Company Description

Goede, DeBoest & Cross, PLLC is a respected law firm renowned for its dedication to achieving cost-effective legal solutions through strategic and thorough representation. With a tradition of integrity and strong client relationships, the firm prides itself on offering high-quality, professional legal services across diverse practice areas, including estate planning, community association law, corporate law, and litigation. Located in Naples, FL, the firm operates with a multidisciplinary approach, relying on in-house expertise to efficiently address complex legal matters. As a leader in the legal field, the firm is deeply committed to staying informed on legal developments and passionately advocates for its clients' best interests.

Role Description

This is a full-time role for a Trust & Estate Attorney based in Naples, FL, The Trust & Estate Attorney will be responsible for drafting, reviewing, and advising on trust and estate planning documents, researching legal issues, providing expert legal advice to clients, engaging in negotiations, and representing clients in probate and trust administration matters. Collaboration with the firm's multidisciplinary team to provide comprehensive legal service is a key aspect of the role.

Qualifications

• Strong expertise in Law, including Trusts & Estates, and familiarity with tax law would be helpful but not required.
• Proficiency in providing detailed and accurate Legal Advice to clients, ensuring adherence to applicable laws and regulations
• Demonstrated ability in Research and understanding of precedent to support legal opinions and strategies
• Strong organizational, time management, and project management skills
• Excellent oral and written communication skills, along with strong interpersonal abilities
• Juris Doctor (JD) degree from an accredited law school and active membership in the Florida Bar

Key Role Description

The Metals Supervisor leads the mechanics and support crafts responsible for maintaining fixed equipment in the refinery. This includes, but is not limited to heaters, boilers, ducting, vessels, piping, valves, and structural steel. This role oversees union metals mechanics, contractors (union and non-union), and outside shops to successfully complete their tasks in a safe and cost-effective manner. The Metals Supervisor assures all maintenance work complies with applicable safety, engineering, safe work practice standards, laws, and regulations.

Role Specific Competencies

At Monroe, we have identified eleven specific competencies we expect all leaders of our organization to possess. These competencies are incorporated as a part of our Selection, Performance Management/Review and Developmental processes. The competencies and activities for this role are detailed below:

Technical Knowledge - demonstrates the specific skills necessary for the assignments, understands the background and points of leverage to be effective in the role.

• 
  
  
• Conduct morning tool box talks with work crews
  
  
• Directs the daily activities of metals mechanics, metals contractors, and support crafts in maintaining refinery equipment and facilities
  
  
• Achieves high levels of craft productivity through improved performance; solving problems, reliability and reducing costs.
  
  
• Review Weekly Schedule and work packages for every job and provide to work crews. Communicate changes as required
  
  
• Execute the Daily and Weekly Maintenance Schedules and communicate with Scheduler for any changes
  
  
• Prepare & Lead Pre-Job Meetings
  
  
• Adhere to the break-in work process and handle all Emergency / Break-In work as required
  
  
• Follow job plans and communicate with Planner for needed changes
  
  
• Provide Planner feedback for any planning deficiencies (Missed steps, materials, Man-hours, etc.)
  
  
• Perform follow-up rounds with crews, both Monroe and contractor, regularly throughout shift (no greater than every two hours) Items to be evaluated include:
  
  

• 
  
  
  • 
    
    
  • Following safe work practices
    
    
  • Barriers to success
    
    
  • Any required help to the crew
    
    
  • Job progress
    
    
  • Crew size and productivity
    
    
  • Work package available and job plan being followed
    
    
  
  
  
• Enforce start, stop & break times
  
  
• Work with others at peer level to ensure quick and efficient resolution to issues
  
  
• Elevate issues promptly to Leadership when required
  
  
• Confirm job plan steps in Maximo daily before 2:30 schedule meeting.
  
  
• Review following week's schedule and provide feedback by end of shift Thursday before final version
  
  
• Provide daily updates on all work under your supervision - accurate communication of end of shift status
  
  
• Communicate status of on-going work with Operations and OMC
  
  
• Arrange overtime & off-hour coverage for employees and contractors as required
  
  
• Support reliability improvements
  
  
• Support on-call maintenance system as needed throughout the year
  
  

Knowledge of Work Areas and Responsibilities - demonstrates a clear understanding of role and responsibilities within specific area, flexible and agile in adapting to changes or exploring opportunities and challenges.

• 
  
  
• Attends the daily scheduling meeting to communicate effectively with other Maintenance departments and Operations to resolve any scheduling issues, priority changes, and any problems between Crafts, Operations, Maintenance and other departments.
  
  
• Consults with the Fixed Equipment Reliability Engineering group to improve reliability and ensure that maintenance work meets the requirements of mechanical, process, metallurgical and environmental codes, policies and standards.
  
  
• Attends the daily morning maintenance and operations meeting to discuss any schedule breakers for the day and coordinate with other maintenance crafts on any exceptions to the daily schedule.
  
  
• Initiates requisitions for required materials, tools and contractor services as required including tool room materials.
  
  
• Reviews and approves employee's time.
  
  
• Knows and consistently applies company policies, procedures and the collective bargaining agreement.
  
  

Communications - Verbal and Written - includes written and verbal communications, delivers presentations and has good listening skills.

Problem Solving and Conflict Leadership - strives to understand contributing factors, works to resolve complex situations, and helps individuals to resolve conflicts.

Delivering Results - Sense of Urgency - defines appropriate goals, works toward achieving goals, articulates vision and steps for achievement, meets deadlines and provides timely status updates and follow-through.

Teamwork/Cooperation - accountable to team, works to meet established deliverables, appreciates view of team members and is respectful of others.

Initiative - takes action, seeks new opportunities, and strives to see projects to completion.

Work Reliability/Quality - strives to eliminate errors, accurate work is a priority, and seeks opportunities to improve product/services.

Integrity and Trust - honest, accountable, upholds ethics standards and maintains confidentiality.

Leadership Capability - provides strong leadership, sets a good example, skilled decision maker, motivator and encourager.

People Development/Coaching - offers feedback, coaches employees appropriately, rewards employees wisely, takes mentoring role, challenges and develops employees and offers opportunity.

• 
  
  
• Interacts with direct reports on a daily basis to ensure clear and open communications; alignment with goals and objectives; and to proactively address progress, concerns and questions.
  
  

Education, Experience, and Skill Requirements

Minimum Qualifications:

• 
  
  
• 5 years of maintenance supervisory experience in a high-risk industry such as refining, petrochemical, or chemical processing.
  
  
• High School Diploma or equivalent experience required; AA or BS Degree preferred.
  
  
  • 
    
    
  • Proficient with Microsoft Word, Outlook, and Excel as well as CMMS software.
    
    
  • Demonstrated proficiency in all of Role Specific Competencies.
    
    
  
  
  

Our Client: A full-service law firm in western Nassau County, Long Island (close to LIRR stations) with 20 attorneys is hiring an Associate Attorney, Trusts & Estates. The firm Partners are committed to a limit of 1600 billable hours / year to prioritize personal well-being, and better manage life's demands outside of work. A special opportunity to work in Nassau County, Long Island with sophisticated firm clients, resolving complex T&E matters, and employing T&E strategies equally as complex and sophisticated as at larger firms, but with a 'smaller-firm' feel, more collaboration and ease to share knowledge, flexibility, and colleague familiarity, as well as an opportunity for tremendous growth that often surpasses larger firms.

The firm's T&E clients typically include high-net-worth families and individuals, business owners, investors, and company executives. Candidates should have experience and be comfortable working with clients having an estate value in excess of $5M.

Candidate must have at least 4+ years of complex Trusts & Estates experience, including strong tax planning. Joining the firm with a 'book of business' is NOT required, but a plus.

Location: The Long Island office is close to a LIRR train station for those living west or north of Long Island.

Commute: The work is ON SITE in the firm's Long Island office for the most part, with some flex to work in the firm's Manhattan or NJ office now & then, or sporadically on a remote basis as needed.

Salary: Up to about $175k, plus bonus, plus origination fees / commissions for any existing book of business brought into the firm and for any new business brought into the firm.

Responsibilities:

• Prepare wills, annuities, trust documents, etc.
• Perform estate & trust planning; prepare and review domestic and international estate planning strategies and documents.
• Trust work includes grantor trusts (annuity trusts and interest partnerships), revocable and irrevocable trusts, charitable trusts, dynasty trusts, etc.
• Assist clients with preserving their wealth and administering estates and trusts.
• Protect and prevent client estate or trust assets from unauthorized or improper use, waste, or depletion for taxes or long-term care costs and to creditors.
• Work with clients to plan for taxes including estate, gift, generation-skipping transfer taxes, personal, etc. as well as gift and estate tax audits.
• Assist clients to plan for elder law issues, succession of businesses, related marital matters, and public benefits.
• Assist clients to plan, create and administer charitable giving and foundations.
• Assist with the probate process and administration of estates for trustees and executors.
• Effectively counsel clients in all aforementioned disciplines

Qualifications:

• At least 4+ years of strong, 'hands on' experience with Trusts & Estates matters, including complex matters, and strong estate tax planning.
• J.D.
• Licensed to practice law in NY State.
• Experience working with estates valued over $5 Million.

All replies and discussions are confidential. If qualified and interested, please email a MS Word version of your resume to David Rivard, Director of Recruiting, Executive Alliance, at

This client is NOT OPEN TO:

• Sponsoring those in the U.S. on a temporary visa / not authorized to work for U.S. employers
• Providing a relocation package for those living outside of a commuting area to Long Island

• 
  
• Manage customer accounts on a personal basis that include resolving problems, providing customers with information and assistance regarding investment management, statements of accounts, taxes, and remittances.
  
• Direct the Trust Operations Department regarding daily account transactions such as wire and cash transfers, ACH disbursements, bill paying, and the opening and closing of accounts.
  
• Monitor transactions for completion and accuracy.
  
• Coordinate investment transactions with the Investment Department including but not limited to monitoring cash balances daily for purchases, transferring sales proceeds to money market accounts and following up on client's requests for purchases, sales or gifting.
  
• Coordinate the transfer of incoming assets to new or existing accounts, as well as the transfer of outgoing assets for terminating accounts.
  
• Prepare correspondence, Excel spreadsheets (i.e., miscellaneous reports for client budget worksheets, income projections and gifting schedules), assist with the production of PowerPoint presentations, and marketing materials.
  
• Coordinate and prepare tax-related payments information with clients and outside professionals.
  
• Provide information to Fiduciary Officers for client meetings.
  
• Organize with Fiduciary Officers to maintain client, beneficiary and advisor information in client files and account records on database management and trust accounting systems, assist with contact management input, sales, expense, and other internal reports.
  
• Keeps abreast of new regulations relative to trust administration and legal and tax consequences of investment decisions and strategies.
  
• Participate in community and business activities to enhance the image and position of the Bank and to develop new business for the trust department.
  
• Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
  
• Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status, or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  
• Performs all other duties as assigned.
  

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• Bachelor Degree in Finance or Business and/or equivalent experience in a financial institution or brokerage house.
  
• 3+ year's personal trust relationship management or related experience.
  
• Certified Trust and Financial Advisor (CTFA) certification or marked progress towards achieving and ability to attain within 2 years of employment.
  
• Client-centered focus with excellent strategic thinking and consultative skills.
  
• Strong organizational, multi-tasking and prioritizing skills.
  
• PC, phone system, general office equipment.
  
• Proficiency with Microsoft Office applications.
  
• Ability to maintain strict confidentiality.
  
• Ability to effectively promote Nicolet as bank of choice.
  
• Self-motivated and resourceful.
  

• 
  
• Medical, Dental, Vision, & Life Insurance
  
• 401(k) with a company match
  
• PT0 & 11 1/2 Paid Holidays
  

Are you passionate about delivering exceptional client service and building trusted relationships with high-net-worth clients?

We’re looking for a Trust Officer to join a growing Fiduciary Company in Los Angeles County. You'll play a key role in managing and administering complex trust and investment relationships ranging from $1M to $25M.

In this role, you’ll work closely with clients, attorneys, and financial professionals to ensure each trust is administered with precision, care, and expertise. This is an incredible opportunity to grow your career in wealth management and trust administration with a collaborative, client-focused team.

What You’ll Do:

• Administer a portfolio of trust accounts while delivering an exceptional client experience
• Collaborate with trust counsel, tax specialists, and other internal partners to ensure proper documentation and administration
• Partner with external professionals — attorneys, accountants, and co-trustees — to ensure compliance with governing trust documents
• Maintain proactive communication with clients through calls, correspondence, and meetings
• Develop deep expertise in personal trust to serve as a resource to clients and internal partners
• Identify opportunities to deepen client relationships and deliver additional value

What You Bring:

• Bachelor’s degree required
• CTFA required
• JD, CPA, CFA preferred but not required
• 5+ years of relevant experience in wealth management or trust administration
• Strong understanding of trust and investment management practices
• Excellent communication and client advisory skills
• A professional network and the ability to build strong relationships with centers of influence

This onsite opportunity offers a base salary of up to $200k and a comprehensive benefits package.

If you’re ready to take the next step in your trust and wealth management career and make an impact on clients’ financial futures, we’d love to connect.

Apply today or message to learn more.

Job ID: 409993

Practice area:- Estate & Tax Planning,Tax - Private Client Services,Trusts and Estates - General

Private Wealth / Trusts & Estates Associate Attorney (3–5 Years Experience) – Top-Tier Am Law Firm | Washington, DC

Keywords:- Estate Planning Associate Attorney, Trusts and Estates Attorney, Private Wealth Associate Attorney, Estate and Tax Planning Attorney, Estate Attorney Washington DC, Washington DC legal jobs, Attorney jobs Washington DC, DC Bar required, Law firm trusts and estates associate, Partner-track position, lawyer,estate planning, gift tax, generation-skipping, dynasty trust, GRAT, QTIP trust, charitable trust, family wealth planning

A highly regarded Am Law firm is seeking a Private Wealth / Trusts & Estates Associate Attorney (3–5 years experience) to join its sophisticated private client services practice in Washington, DC. This role offers the opportunity to advise high-net-worth individuals, families, and fiduciaries on complex estate, gift, and tax planning matters.

This Estate & Tax Planning Attorney opportunity allows attorneys to work on sophisticated wealth transfer strategies, estate administration matters, and tax planning initiatives for prominent clients. Attorneys seeking Washington DC legal jobs in a collaborative, high-level private wealth practice will find this role both intellectually engaging and professionally rewarding.

The Trusts and Estates Associate Attorney will collaborate with senior attorneys and outside advisors while supporting high-net-worth clients on complex wealth planning strategies. This partner-track position offers significant exposure to advanced estate planning work and client advisory responsibilities.

This opportunity is actively interviewing candidates and represents a rare opening for attorneys seeking elite Washington DC legal jobs in private wealth law.

A preeminent firm with excellent name recognition and clout, this firm has been involved in many high-stakes, high-profile suits over the last few decades. Defying easy categorizations, though, associates at this firm also praise its commitment to work-life balance and the respectful mentorship delivered from senior partners. Additionally, this firm makes a strong showing in the of-the-moment privacy and data security arena, making it an excellent destination for those interested in this in-demand field.

________________________________________

Key Responsibilities

• Advise high-net-worth individuals, families, and fiduciaries on estate, gift, GST, and income tax planning strategies.

• Draft and review estate planning documents including wills, trusts, and charitable planning vehicles.

• Assist with the administration of estates and trusts, including filings, reporting, and distributions.

• Support senior attorneys in developing wealth transfer strategies, succession planning, and asset protection plans.

• Provide strategic guidance to clients on complex estate and tax planning issues.

• Collaborate with accountants, investment advisors, and other external advisors to structure effective wealth planning solutions.

• Participate in sophisticated estate planning matters involving high-net-worth families and family offices.

• Utilize fintech tools and modern client service platforms to enhance the private wealth client experience.

________________________________________

Qualifications

• Juris Doctor (JD) from an accredited law school.

• DC Bar required or eligibility to waive into the District of Columbia Bar.

• 3–5 years of experience practicing as an Estate & Tax Planning Attorney or Trusts and Estates Associate Attorney.

• Experience advising high-net-worth clients on estate planning and tax planning matters.

• Experience drafting estate planning documents such as trusts, wills, and wealth transfer structures.

• Prior law firm experience in a private wealth or trusts and estates practice.

• Strong analytical, drafting, and client advisory skills.

• Ability to collaborate effectively with multidisciplinary teams.

________________________________________

Education

• J.D. from an accredited law school.

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Certifications

• Tax LL.M. or CPA preferred.

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Skills

• Strong technical background in trusts and estates and tax planning.

• Ability to draft sophisticated estate planning documents.

• Strong analytical and problem-solving capabilities.

• Excellent client communication and advisory skills.

• Experience working with modern fintech tools for client service is advantageous.

________________________________________

Culture & Firm Appeal

This opportunity is with a preeminent Am Law firm recognized nationally for its high-profile legal work and sophisticated client base. The firm’s private wealth practice advises prominent individuals, families, and fiduciaries on complex estate planning and wealth transfer matters.

The firm has built a reputation for combining top-tier legal work with a supportive and collaborative culture. Associates benefit from direct mentorship from experienced partners and meaningful opportunities to develop their technical expertise early in their careers.

Professionals pursuing Washington DC legal jobs in private wealth law will appreciate the firm’s emphasis on work-life balance, professional mentorship, and respect for associate development. The firm’s culture encourages collaboration and long-term career growth.

Attorneys also benefit from working alongside colleagues engaged in cutting-edge areas of law, including emerging regulatory and privacy-related matters.

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Why This Role Is Unique

• Opportunity to advise high-net-worth individuals and families on sophisticated estate planning strategies.

• Direct exposure to advanced wealth transfer planning and tax structuring.

• Collaborative work with accountants, investment advisors, and fiduciaries.

• Early responsibility and direct client advisory opportunities.

• Partner-track position within a nationally recognized private wealth practice.

• Ideal opportunity for attorneys seeking elite Washington DC legal jobs in trusts and estates law.

This position rarely opens at this level and provides a unique opportunity to build a long-term career advising sophisticated private wealth clients.

________________________________________

Call to Action

Apply now for a confidential discussion with a BCG Attorney Search recruiter.

Explore this elite-level opportunity today.

Submit your resume to learn more about this prestigious role.

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BCG Attorney Search is the industry leader for placing candidates in permanent positions in law firms. Since 2000, our recruiters have placed several thousand attorneys and enjoyed extraordinarily high success rates with our candidates. As a BCG Attorney Search candidate, you have access to more opportunities than any legal placement firm in the United States. We are able to offer the most in-depth insight in the legal recruiting market thanks to our dedicated team of over 150 employees who mercilessly research, study and analyze the legal market. The depth and breadth of our research empowers us to place attorneys at rates that are unparalleled at any placement firm in the United States. Many of our recruiters make 30 to 40 placements per year, while recruiters at competitor firms are likely to make four or five. Unlike other placement firms that can only tell you about openings at major AmLaw firms, we place candidates of all backgrounds in firms of all sizes. While other legal recruiters only represent a narrow band of candidates from top law firms and top law schools, our research, firm contacts, and market insight allow us to place hundreds of candidates each year who do not fit this mold. It is rare that we do not get candidates we represent interviews and offers. No one in the world is better at legal recruiting and placement than BCG Attorney Search.

BCG Attorney Search will confidentially review your application and will not forward your materials to the firm without first discussing the opportunity with you.