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Estate Planning Partner

Jobot

Philadelphia, PA

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JOB DETAILS
SALARY
$190,000–$225,000 Per Year
SKILLS
Business Development, Business Growth, Business Plan, Corporate Tax, Customer Relations, Customer Relationship Management (CRM), Entrepreneurship, Estate Planning, High Net Worth, Leadership, Legal, Litigation, Loss Prevention, Property Tax, Succession Planning, Tax Planning, Team Player, Value-Added Tax (VAT)
LOCATION
Philadelphia, PA
POSTED
1 day ago
Estate Planning Partner | Great opportunity to join a Larger Firm | No book Required

This Jobot Job is hosted by: Trey Mattson
Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume.
Salary: $190,000 - $225,000 per year

A bit about us:

Our client is a strategically growing, entrepreneurial law firm with a strong presence in key Mid-Atlantic markets. The firm advises closely held businesses, high net worth individuals, families, and fiduciaries across a wide range of complex legal matters. Known for its practical, business‑minded approach, this company emphasizes long-term client relationships, collaboration across practice groups, and providing sophisticated legal services without unnecessary bureaucracy.
The Trusts & Estates practice serves clients with substantial and often multigenerational wealth, focusing on tailored solutions that align estate planning, tax strategy, asset protection, and business succession goals.

Why join us?

This is an opportunity for a seasoned Trusts & Estates attorney to take on a leadership-oriented role within a collaborative and growth-focused platform. The firm supports attorneys who want to build, expand, or integrate a robust practice while benefiting from firmwide infrastructure and cross-practice referrals.
Attorneys at this company enjoy:

  • A flexible, entrepreneurial culture that values autonomy and innovation
  • A strong pipeline of high net worth and ultra-high net worth client work
  • The ability to collaborate with corporate, tax, real estate, and litigation colleagues
  • Firm leadership that actively supports practice growth and business development
  • Clear pathways for practice expansion, equity consideration, and long-term career stability

This role is particularly well-suited for a senior attorney or partner seeking a Philadelphia-based platform with meaningful growth potential and fewer institutional constraints.

Job Details

Significant experience handling sophisticated trusts and estates matters, including estate planning for high-net-worth individuals and families
Demonstrated background in:

  • Complex wills and trusts
  • Estate, gift, and generation-skipping transfer (GST) tax planning
  • Business succession planning
  • Asset protection strategies
  • Trust and estate administration (preferred)

Portable book of business strongly preferred for partner-level consideration
Ability and interest in mentoring junior attorneys and contributing to practice leadership
Strong client relationship management and business development skills
Active license and good standing with the Pennsylvania Bar
LLM in Taxation is a plus but not required

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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About the Company

J

Jobot

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection.  As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

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COMPANY SIZE
100 to 499 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
2018
WEBSITE
http://www.jobot.com