Placing People First!

People Placers Staffing is currently representing a distinguished legal institution in their search for a sophisticated practitioner to join their esteemed Private Clients Group. This is a rare opportunity to join a premier regional powerhouse known for its commitment to excellence and long-term career development.

§ Title: Senior Private Wealth Counsel | Partnership-Track Associate

Practice Area: Sophisticated Estate Planning and Fiduciary Wealth Management

§ Location: Greenwich, Connecticut (Premier Fairfield County Location)

§ Salary: $195,000 to $325,000 Base Salary (Plus comprehensive bonus eligibility and a premium benefits package)

§ Schedule: Full-time, Direct-Hire, Minimum 1,850 hours annual billed target

§ The Firm

Our client is a preeminent legal staple in Connecticut, consistently distinguished by Chambers and Partners with Tier 1 rankings in Private Wealth Law. With a storied history spanning over six decades in the Greenwich community, the firm has cultivated an enviable reputation for advising high-net-worth individuals and multi-generational families on their most sensitive and complex legal needs. Recognized by Martindale-Hubbell with top-tier ratings, the firm provides a collegial and team-oriented atmosphere that prioritizes professional longevity and mentorship. This position sits within an elite group of practitioners who serve as trusted advisors to some of the most affluent estates in the Northeast, offering a platform that combines the sophistication of a large metropolitan practice with the culture and accessibility of a regional leader.

§ Duties

The successful candidate will play a critical role in the design and execution of bespoke wealth transfer strategies for a high-net-worth clientele. This position demands a high degree of autonomy and the ability to manage complex fiduciary matters from inception through completion.

Core responsibilities include:

⨖ Architecting and drafting comprehensive testamentary and lifetime transfer instruments, including sophisticated wills, revocable and irrevocable trusts, and ancillary directives.

⨖ Leading client conferences to identify objectives and provide strategic counsel on wealth preservation and tax mitigation.

⨖ Overseeing the full lifecycle of probate and trust administration in collaboration with paralegals, fiduciary accountants, and senior partners.

⨖ Reviewing and preparing complex tax filings, including federal and state gift tax returns (Form 709), estate tax returns (Form 706), and fiduciary income tax returns (Form 1041).

⨖ Executing deep-dive tax research regarding evolving federal and state statutes to ensure optimal compliance and strategic positioning for client portfolios.

⨖ Advising institutional and individual clients on philanthropic endeavors and the establishment of charitable planning vehicles.

§ Qualifications

⨖ Juris Doctor (J.D.) from an ABA-accredited law school with a record of academic distinction.

⨖ Active admission to the Connecticut Bar, or a demonstrated willingness and eligibility to obtain admission promptly.

⨖ Four (4) to ten (10) years of substantive experience specifically focused on Trusts and Estates within a reputable law firm environment.

⨖ Proven expertise in drafting complex estate planning documents for individuals with significant net worth.

⨖ Direct experience in the administration of large, multi-faceted estates and trusts within the Connecticut probate system.

§ Skills

⨖ An L.L.M. in Taxation or Estate Planning from a highly regarded graduate law program.

⨖ Exceptional interpersonal skills and the emotional intelligence required to navigate sensitive family dynamics and multi-generational wealth discussions.

⨖ Superior technical writing abilities with a focus on precision and clarity in complex legal drafting.

⨖ A professional philosophy aligned with long-term career growth and a desire to contribute to the firm’s continued legacy in the Greenwich market.

⨖ Strong analytical capabilities regarding fiduciary accounting and the financial implications of varied trust structures.

!Notice¡

*This a job advertisement on behalf of our client and does not reflect the full job description for the role. Any qualified candidates are encouraged to apply. You will need to provide law school transcripts, a writing sample or deal sheets, and a cover letter in order to be considered for this role. This posting does not constitute an offer of employment. and the listed compensation details may vary by state or experience and will be discussed thoroughly during interview phase.