Qualifications

• J.D. required; LL.M. in Taxation strongly preferred
• Pennsylvania Bar admission
• 7-10 years of experience in estate planning and federal tax law, including exposure to M&A or closely held business matters
• Strong command of federal income, estate, and gift tax rules
• Excellent drafting, analytical, and communication skills
• Ability to independently manage multiple complex matters

Responsibilities

• Advise high-net-worth individuals, families, and business owners on advanced estate planning, wealth transfer strategies, and trust administration
• Develop tax-efficient estate and business succession plans, including trusts, family partnerships, and charitable structures
• Partner with corporate and transactional teams on M&A matters involving shareholder, partnership, and tax considerations
• Counsel clients on integrating estate and income tax planning with liquidity events, including pre- and post-sale planning
• Draft and review complex estate planning documents (trusts, wills, operating agreements, etc.)
• Maintain strong client relationships and coordinate with accountants, advisors, and other professionals to deliver comprehensive solutions

Benefits

• Access to a collaborative and supportive work environment
• Opportunities for professional development and continued education
• Engagement with a diverse client base including high-net-worth individuals and businesses
• Involvement in high-stakes matters that influence client wealth and legacy