Jobs Companies Aprio Estate Planning Attorney

À propos de ce poste Estate Planning Attorney chez Aprio

Aprio · Télétravail · New York, NY
Work with a Top 20 CPA and advisory firm that Accounts for Anything.  Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe.  By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Join Aprio's Legal team and you will help clients maximize their opportunities.  Aprio is a progressive, fast-growing firm looking for an Estate Planning Attorney to join their dynamic team.
 
We are seeking a skilled and client-focused Estate Planning Attorney with a minimum of five years of experience in estate planning and client-facing legal counsel. The ideal candidate will have hands-on experience conducting initial consultations with clients, developing legacy planning solutions, drafting estate planning documents ranging from basic to advanced, and navigating sensitive family and financial matters with professionalism and empathy. This role requires exceptional interpersonal skills and the ability to develop and maintain long-term client relationships

Position Responsibilities:

  • Advise clients on all aspects of estate planning, including wills, trusts, powers of attorney, advance directives, medical powers of attorneys, and tax strategies. 
  • Draft, review, and revise estate planning documents tailored to individual client needs. 
  • Conduct client consultations to assess goals, assets, and family dynamics, providing clear guidance and recommendations. 
  • Manage complex estates, including those involving business interests, charitable giving, and multi-generational planning. 
  • Collaborate with financial advisors, accountants, and other professionals to create integrated estate plans. 
  • Stay current with federal and state laws impacting estate planning, probate, and tax matters. 
  • Represent clients in probate court and in the administration of trusts and estates as needed. 
  • Foster trust and rapport with clients through clear communication, confidentiality, and responsive service. 
  • Qualifications:

  • Juris Doctor (JD) degree from an accredited law school. 
  • Active license to practice law in the relevant state and/or willingness to waive into jurisdictions to meet client needs. 
  • At least five years of dedicated experience in estate planning, with direct client interaction. 
  • Demonstrated expertise in drafting and implementing estate planning documents. 
  • Strong understanding of estate, gift, and generation-skipping transfer tax laws. 
  • Excellent communication, negotiation, and problem-solving skills. 
  • Ability to handle sensitive matters with discretion and empathy. 
  • Proficiency with legal research and practice management software. 
  • Preferred Skills:

  • Experience with high-net-worth clients and complex estate structures. 
  • Background in probate litigation or trust administration. 
  • Ability to deliver presentations and educational seminars to clients and community groups. 
  • Experience working with accountants and financial planners to provide coordinated solutions for clients.

  • The application window is anticipated to close on April 6, 2026, and may be extended as needed.

    Why work for Aprio:
    Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
     
     
    Perks/Benefits we offer for full-time team members:
    - Medical, Dental, and Vision Insurance on the first day of employment
    - Flexible Spending Account and Dependent Care Account
    - 401k with Profit Sharing
    - 9+ holidays and discretionary time off structure
    - Parental Leave – coverage for both primary and secondary caregivers
    - Tuition Assistance Program and CPA support program with cash incentive upon completion
    - Discretionary incentive compensation based on firm, group and individual performance
    - Incentive compensation related to origination of new client sales
    - Top rated wellness program
    - Flexible working environment including remote and hybrid options
     
     
    What’s in it for you:
    - Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.
    - An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience.  We call it the Aprio Way.  This shared mindset creates lasting relationships between team members and with clients.
    - A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
    - Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
    - Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
    - Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
     
     
    EQUAL OPPORTUNITY EMPLOYER
    Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
     
    Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
    Prêt à postuler chez Aprio ?
    Postuler chez Aprio

    Emplois similaires

    Zeta Charter Schools
    Legal Counsel and Special Projects
    Zeta Charter Schools
    ⚡ Postuler tôt New York City, NY Sur site $100,000–$125,000
    ● Nouveau 👁 Vu ✓ Postulé il y a 1 j
    iCapital
    Corporate Governance Attorney - Assistant Vice President / Vice President
    iCapital
    ⚡ Postuler tôt Greenwich, Connecticut, Unite... Sur site $150,000–$175,000
    ● Nouveau 👁 Vu ✓ Postulé il y a 1 j
    iCapital
    Corporate Governance Attorney - Assistant Vice President / Vice President
    iCapital
    ⚡ Postuler tôt New York, New York, United Sta... Sur site $150,000–$175,000
    ● Nouveau 👁 Vu ✓ Postulé il y a 1 j
    MSG Entertainment Holdings, LLC
    Counsel Legal & Business Affairs - Real Estate, Construction & Venue Ops
    MSG Entertainment Holdings, LLC
    ⚡ Postuler tôt New York City, NY Sur site $113,000–$195,000
    ● Nouveau 👁 Vu ✓ Postulé il y a 2 j
    MSG Entertainment Holdings, LLC
    Counsel Legal & Business Affairs
    MSG Entertainment Holdings, LLC
    ⚡ Postuler tôt New York City, NY Sur site $113,000–$190,000
    ● Nouveau 👁 Vu ✓ Postulé il y a 2 j
    Crusoe
    Legal Counsel – Finance and Corporate Development
    Crusoe
    ⚡ Postuler tôt New York, NY - US Sur site $215,000–$255,000
    ● Nouveau 👁 Vu ✓ Postulé il y a 3 j
    Flowlife
    Legal Counsel
    Flowlife
    ⚡ Postuler tôt Bay Harbor Islands, FL Sur site
    ● Nouveau 👁 Vu ✓ Postulé il y a 6 j
    TM
    Associate Attorney
    Tyson & Mendes LLP
    ⚡ Postuler tôt New York City, NY Hybride $100,000–$160,000
    ● Nouveau 👁 Vu ✓ Postulé il y a 1 sem.
    Crusoe
    Legal Counsel – Finance and Corporate Development
    Crusoe
    ⚡ Postuler tôt New York, NY - US Sur site $240,000–$285,000
    ● Nouveau 👁 Vu ✓ Postulé il y a 1 sem.

    Inscrivez-vous pour des suggestions adaptées aux emplois que vous ouvrez et aux recherches que vous enregistrez.

    Plus d’emplois chez Aprio

    Voir tous les emplois chez Aprio →

    Postuler maintenant
    🤖

    Doucement — un instant

    JobsRadar a été conçu pour de vraies personnes qui traversent une période difficile dans leur recherche d’emploi — pas pour des requêtes automatisées. Vous cliquez beaucoup trop vite et vous êtes maintenant temporairement bloqué.

    Revenez plus tard. Si vous cherchez réellement un emploi, nous sommes de votre côté — agissez simplement comme un être humain.

    Catch your next role the second it’s posted.

    Create a free account and we’ll watch the boards for you — the instant a job matches your search, it lands in your inbox or Telegram. No digging, no refreshing.

    Create free account

    Free forever · takes 30 seconds · already have one?

    Prenez une longueur d’avance dans votre recherche d’emploi.

    Rejoignez notre canal Telegram pour ce qui vous aide à décrocher le poste — références salariales, le pouls hebdomadaire du marché et les annonces de nouveautés. Pas de spam, que du signal.

    Rejoindre le canal — c’est gratuit