Trust & Estate Planning Associate Attorney

Pay: $195,000.00 - $250,000.00 per year

Why This Is a Great Opportunity

• Join a nationally respected wealth planning practice with sophisticated, high-net-worth clients
• Work on complex trust, estate, and tax planning matters that elevate your long-term career trajectory
• Be part of a firm that combines national resources with a genuinely collegial, entrepreneurial culture
• Clear runway for professional growth, leadership opportunities, and long-term advancement
• Strong emphasis on mentoring, collaboration, and meaningful client relationships

Location

This role supports both the Blue Bell and Philadelphia offices, and regular travel between the two locations is required.

Primarily on-site with some hybrid flexibility depending on the team. Fully remote is not available

Note

This role requires an active Pennsylvania bar license and 4+ years of trust and estate planning experience, including exposure to sophisticated estates and tax-driven planning matters.

Must be able to travel regularly between the Philadelphia and Blue Bell, PA offices.

About Our Client

Our client is a nationally recognized law firm with over 1,000 attorneys across the U.S., offering the reach of a large platform with the personal touch of a boutique. They are deeply invested in attorney development, collaboration, and building long-term careers through meaningful work, mentorship, and access to sophisticated clients and matters.

Job Description

• Advise high-net-worth individuals and families on estate and wealth planning strategies
• Draft trusts, wills, and advanced estate planning documents
• Handle trust and estate administration matters
• Assist with tax planning, including federal estate and gift tax considerations
• Prepare and review estate-related tax filings, including federal estate tax returns
• Support planning for family-owned businesses and life insurance structures
• Conduct detailed legal research and draft high-quality written work product
• Collaborate closely with partners and other practice groups on complex planning matters

Qualifications

• Juris Doctor (JD) required
• Active license to practice law in the Commonwealth of Pennsylvania
• 4-6 years of trust and estate planning experience required
• Experience with high-net-worth and sophisticated estate planning matters
• Exposure to estate, gift, and income tax planning preferred
• Experience with family-owned business planning and life insurance structures preferred
• Strong research, writing, and academic credentials
• LLM in Taxation is a plus but not required

Why Youll Love Working Here

• Sophisticated, intellectually engaging work with high-end clients
• Collegial, supportive culture with strong mentoring and collaboration
• National platform with access to deep resources across practice areas
• Merit-based compensation structure that rewards performance and initiative
• Long-term career development within a well-respected firm

JPC-611

Job Type: Full-time

Benefits:

• Dental insurance
• Paid time off
• Retirement plan
• Vision insurance

Requirements: Must-haves: PA bar license, 4+ yrs trust & estate planning exp. Preferred: tax planning and estate tax return exposure, exp w/ family-owned business planning.. Relocation / Packages: unsure - case by case basis

!!!IMPORTANT INFO: Actual Location: Philadelphia, PA / Blue Bell, PA (1 Manatal ad - 30 minutes away from each other, openings in both locations)

BLUE BELL: (4–6 years): $180k–$230k

This person would need to travel somewhat regularly between the two offices.¡¡¡

Submissions Name / Natalie / [email protected]

Quick Recruiter Reference (Internal Summary)

National firm seeking a Trust & Estate Planning Associate for Blue Bell or Philadelphia. Must be PA-barred with 4+ years of sophisticated trusts and estates experience, including tax-driven planning for high-net-worth clients. Strong culture, national platform, merit-based comp.

Recruiters Submission: To submit, cancel - Trust & Estate Planning Associate Attorney – Fox Rothschild - JPC 611 - Source

**New Job Order Alert**

• Client job title: Trust & Estate Planning Associate Attorney

• Location: Philadelphia, PA / Blue Bell, PA

• On-site, hybrid, remote: On-site

• Experience: 4

• Good fit job titles/keywords for candidates: Trust & Estates Associate, Estate Planning Attorney, Private Client Associate, Tax and Wealth Planning Associate, Wealth Planning Attorney, Trusts and Estates Attorney, Estate and Tax Planning Associate, Private Wealth Associate

• # of hires needed: 1

• Open or not to recruiters on TE: YES

• Job posting strategy (bottom of package details): Just posting in Phili. Tough role T&E 4+ yrs exp