Associate Attorney Jobs in Wayne,PA,US

Job Opportunity :

Position :

Associate Attorney -

Estate Administration Location :

Pennsylvania (Boutique Firm)

Job Type:

Full-Time Work Type:

High-Net-Worth Estate & Trust Administration Role Overview:

We are seeking an experienced Associate Attorney with a deep background in estate administration to join our boutique trust and estate law firm. This role is designed for a professional who excels in serving high-net-worth individuals and families and is ready to manage sophisticated matters from inception through closing. You will serve as a primary advisor to fiduciaries and beneficiaries, providing critical technical guidance on tax compliance and post-mortem planning while enjoying significant professional autonomy and a leadership role within a collaborative team.

Key Responsibilities Case Management:

Independently oversee the full administration of complex taxable and non-taxable estates and trusts.

Tax Compliance:

Prepare and supervise the filing of Pennsylvania Inheritance Tax returns (PA-1500) and Federal Estate Tax Returns (Form 706).

Post-Mortem Planning:

Provide legal analysis regarding estate tax elections, valuation issues, and strategic planning opportunities.

Legal Drafting:

Draft probate petitions, court filings, accountings, and comprehensive closing documents.

Fiduciary Advisory:

Act as the primary point of contact for financial institutions, court personnel, and advisors to ensure accurate and timely filings.

Leadership & Mentoring:

Supervise and train junior paralegals, ensuring high standards of work product and efficient workflow management.

Qualifications:

Minimum of 3-6+ years of law firm experience specifically in estate and trust administration.

Education:

Juris Doctor (J.D.) from an accredited law school.

Bar Admission:

Active admission to practice in Pennsylvania (or eligibility for prompt admission).

Technical Mastery:

• Significant experience with PA-1500 and Form 706 preparation. Deep understanding of federal and Pennsylvania fiduciary income tax principles.

Skills:

• Proven ability to manage matters independently from start to finish. Exceptional organizational skills and meticulous attention to detail. Professional confidence in client-facing environments.

Compensation & Benefits Benefits:

Comprehensive benefits package included.

Environment:

Collegial, supportive, and professional firm culture focused exclusively on wealth preservation.

Growth:

Meaningful opportunity for long-term career advancement and technical depth in a respected boutique setting. Why Join This Firm? This is a unique opportunity to step out of a rigid corporate structure and into a high-level leadership role within a specialized practice. You will handle meaningful client work with high-level responsibility, supported by a team that values accuracy, service, and professional development.