Partner Attorney - HNW Planning

CBIZ is seeking a Senior Attorney or Partner for a client with multiple locations on Long Island. This role requires a portable book of business and 10+ years of experience in trusts and estates, with a focus on high net worth planning and business succession planning.

The ideal candidate has strong drafting and analytical expertise, and the ability to manage a complex, high-volume caseload while delivering exceptional client service.

Key Responsibilities

• Draft and review sophisticated estate plans for high-net-worth clients (estates $20M+), including ILITs, SLATs, GRATs, QPRTs, and other advanced trusts
• Lead tax planning, asset protection, legacy planning, charitable strategies, and business succession planning
• Advise clients through planning, strategy, and execution meetings
• Oversee estate administration, including probate, trust administration, accountings, and estate/gift tax filings
• Manage and mentor attorneys and support staff while maintaining organized case files
• Drive business development, client acquisition, and community engagement

Qualifications

• JD and admission to the New York State Bar (in good standing)
• 10+ years of experience in trusts & estates, tax, and high-net-worth planning
• Strong drafting, analytical, and communication skills
• Ability to manage multiple priorities in a fast-paced environment

Compensation & Benefits

• Competitive salary (base approximately $200K) plus incentives tied to portable business
• Medical benefits, 401(k) with match, and generous PTO
• CLE, bar dues, and professional development covered
• Flexible schedule and growth opportunity, including potential Managing Partner track

Leadership Opportunity Available
Path to Managing Partner for candidates interested in leading firm strategy, driving growth, fostering culture, and managing high-level client relationships.