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Position Type: Regular At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. Wealth and Advice Solutions is Schwab's comprehensive Wealth Management organization filled with talent that excels at personal relationships, specialized service and providing ongoing advice built on Schwab’s approach to investing. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team that provides great value and benefits to Schwab clients. This offering provides depth and value to the clients of branch partners and Schwab Wealth Advisory Investment Advisors. The goal of the relationship is to work through client’s sophisticated needs in Tax, Trust, and Estates that among other things that could result in a large amount of savings to the end client. This position will require you to provide detailed, highly sophisticated advice to entrepreneurs and other high-net-worth individuals with sophisticated financial affairs, substantial business interests, large family estates and investment portfolios requiring careful attention. The Wealth Specialist will be the subject matter authority in all implications of a clients Tax, Trust and Estate needs. As a High Net Worth Trust & Estate/Tax Specialist, you will: • Develop and handle strong relationships with Schwab Wealth Advisory team., • Function as an in-house subject matter authority on sophisticated trust, estate and income tax questions and issues., • Uncover unstated needs from the clients to offer additional Schwab services where relevant, • Present to large and small groups to share your expertise and the offering to key partners, • Educate internal partners on your skills and ability to support their clients to drive referrals, • Apply your previous experiences in Tax, Trust and Estate to supply to a growing sector of Investment Advisor Services We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value partnership, integrity, exceptional client service, open communication, and adaptability to change. • Bachelor's degree required, • Previous experience as a Tax, Trust, and Estate attorney strongly preferred, • At least one of the following is required; JD, LLM, CPA, CTFA, AEP, • Active FINRA Series 65 license or equivalent required (may be obtained with a 120-day condition of employment), • Extensive experience advising high net worth clients, • Ability to build strong internal relationships due to working closely with Wealth Advisor within Schwab Wealth Advisory, • Shown experience in discovering unstated needs through diagnostic information gathering, • Excellent presentation skills and demonstrated success in a collaborative environment, • Strong verbal and written communication, listening, interpersonal, client service, networking and analytical skills, • Ability to demonstrate exceptional interpersonal effectiveness when working with high-net-worth clients, • Travel approximately 10% to 25% In addition to the salary range, this role is also eligible for bonus or incentive opportunities. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our ___ approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

A midsize law firm is seeking a Trusts & Estates Associate to join its established practice. This opportunity is available as temp-to-perm (ideal), temp only, or direct-hire perm for a highly experienced candidate. About the Role: The attorney will handle estate planning and administration matters with significant client contact and responsibility. We are looking for a self-starter who can balance leadership with collaboration while delivering superior client service. Key Responsibilities: • Draft estate planning documents and implement wealth transfer strategies, • Asset protection planning and probate administration, • Prepare estate and gift tax returns, • Juris Doctorate from an ABA-accredited law school (LL.M. in Estate Planning or Tax a plus), • Admission to the Bar (or ability to waive in), • Experience in trusts & estates law; tax experience highly valued, • Strong organizational and client communication skills

About the Client Our client is a large-scale commercial real estate organization managing complex, multi-tenant assets in a highly regulated environment. The organization places a strong emphasis on contractual governance, risk management, and long-term tenant relationships, and operates at a high volume of sophisticated leasing and real estate transactions. Role Overview: The Real Estate Leasing Attorney plays a central role in supporting the legal execution of complex commercial leasing activity within a large, multi-tenant real estate portfolio. This position partners closely with leasing leadership, executive stakeholders, and internal teams to structure, negotiate, and finalize a high volume of lease agreements and related real estate documents. This role requires a professional who is comfortable operating in a fast-moving environment, balancing multiple negotiations simultaneously, and exercising strong legal judgment across retail leasing, tenant relations, and broader real estate transactions. The ideal candidate brings deep experience in commercial retail leasing, strong contract negotiation skills, and the ability to act as a trusted legal advisor across the organization. .Job Requirements: • Juris Doctor (J.D.) with 3–7 years of experience practicing commercial real estate law., • Proven experience drafting, reviewing, and negotiating commercial and retail leases., • Strong working knowledge of multi-tenant retail environments, including lease structures, restrictions, and exclusives., • Hands-on experience with lease amendments, estoppels, SNDAs, waivers, and termination agreements., • Familiarity with commercial real estate financing documents is a plus., • Strong contract negotiation, legal analysis, and judgment skills., • Ability to manage multiple active deals simultaneously in a fast-paced environment., • Effective written and verbal communication skills with internal and external stakeholders., • Proficient in Microsoft Office and standard legal documentation systems. Key Responsibilities: • Lead Lease Negotiations: Draft, negotiate, and revise commercial leases, amendments, estoppels, subordination agreements, waivers, and termination documents with tenants, brokers, and external counsel., • Partner with Leasing Teams: Support leasing professionals throughout the deal lifecycle, including review of LOIs, proposed terms, tenant restrictions, and deal structures., • Manage Lease Documentation: Maintain accurate lease abstracts, summaries, key dates, exclusives, restrictions, and compliance obligations to ensure operational alignment and risk mitigation., • Oversee Deal Execution: Coordinate approvals, collect internal inputs and exhibits, track deadlines, and ensure timely execution and post-closing follow-up., • Handle Tenant Matters: Provide legal support related to tenant disputes, defaults, collections, insurance claims, and litigation coordination., • Negotiate Ancillary Agreements: Draft and review real estate-related contracts including financing documents, loan agreements, purchase and sale agreements, construction contracts, consulting agreements, and service agreements., • Advise Internal Stakeholders: Serve as a legal advisor to leadership and internal departments on lease obligations, risk exposure, and compliance considerations., • Support Site & Deal Activity: Participate in lease negotiations and site meetings as needed to support deal execution and stakeholder alignment., • Ensure Legal Compliance: Maintain consistency with internal standards, legal requirements, and long-term asset strategy across all leasing activity., • Perform other job-related duties as assigned. About Grit Staffing and HR Solutions: GRIT Staffing & HR Solutions is a boutique recruiting and HR consulting firm founded and led by seasoned Senior HR leaders. We partner with top companies to place high-performing professionals in legal, HR, supply chain, operations and C-Suite corporate roles. Unlike traditional recruiters, we act as strategic partners and extensions of our clients’ teams, leveraging our deep HR expertise to support talent strategy, workforce planning, and organizational growth. By combining hands-on experience with agility and insight, we help companies build strong, high-performing teams that drive business success. GRIT Staffing & HR Solutions is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees and applicants. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you require a reasonable accommodation during the application or interview process, please contact us at so we can assist you.

Premier Trusts & Estates Boutique Working With High Net-Worth Individuals | NYC | Up-to $250K Location/Schedule: Manhattan, New York Base Salary: Up to $225,000 Experience Level: Mid-Level (4–6 Years) Practice: Trusts & Estates - Sophisticated Estate Planning & Administration I’m working with a premier New York City boutique trusts & estates firm recognized as best-in-class in the space, with a hyper-focused practice advising high-net-worth individuals, families, fiduciaries, and financial institutions on complex estate planning and administration matters. This is an opportunity to join Brick & Patel, a firm widely regarded as unmatched in the NYC Trusts & Estates market, offering deep technical work, meaningful autonomy, and long-term growth in a lean, elite environment. What stands out about this opportunity: Boutique Excellence — Truly Premier Platform This firm is consistently viewed as the leading Trusts & Estates boutique in New York City. Its exclusive focus allows attorneys to develop deep subject-matter mastery rather than juggling diluted practices. The work is sophisticated, technical, and impactful. Sophisticated High-Net-Worth Client Base Represent ultra- and high-net-worth individuals, multi-generational families, fiduciaries, and financial institutions, handling comprehensive estate planning and administration matters. Attorneys are exposed to advanced wealth transfer strategies, fiduciary representation, and complex trust structures. Multi-Jurisdictional Reach & Complexity The practice spans New York, New Jersey, Connecticut, Pennsylvania, and Florida, offering experience with multi-state planning, administration, and tax considerations. This breadth builds highly portable, nationally valuable expertise. Meaningful Responsibility & Autonomy Associates are trusted with real ownership of matters, including drafting sophisticated estate planning documents, handling administration issues, and working directly with clients and fiduciaries. This is not a back-office role. Career Growth & Partnership Track Join a lean, experienced team where mentorship is hands-on and advancement is realistic. The structure allows strong performers to develop judgment, client relationships, and leadership skills, positioning them for long-term partnership-track growth. High-End Work Without Big Law Bureaucracy Enjoy the sophistication and caliber of work typically found at large firms—without the rigid hierarchy or narrow role definition. Attorneys here are valued for expertise, initiative, and judgment. Competitive Manhattan Compensation Base salary up to $225K, commensurate with experience, responsibility, and expertise. Ideal Profile: • 4–6 years of Trusts & Estates experience, • Background in estate planning and/or estate administration, • Strong drafting skills and attention to technical detail, • Comfortable working with high-net-worth clients and fiduciaries If this aligns with what you’re exploring, I’m happy to speak confidentially and walk through the practice, culture, and progression in more detail. 📧 Contact: 📅 Book a confidential conversation:

Trusts & Estates Attorney (New York) Offit Kurman is a growing full-service firm serving owner-managed businesses and high-net-worth individuals. We are seeking a Trusts & Estates Attorney to join our New York City office and support our expanding private client services practice. This is an excellent opportunity for a mid-level attorney looking for a collaborative, entrepreneurial platform with strong cross-selling opportunities and firm support. Requirements: • 4–8 years of experience practicing trusts and estates law, • Licensed to practice law in New York Experience: • Strong experience drafting a broad range of estate planning documents, including wills, revocable trusts, and irrevocable trusts, as well as related ancillary documents (powers of attorney, healthcare directives, etc.), • Ability to manage day-to-day estate planning needs for individuals and families, including straightforward and moderately complex planning engagements, • Comfortable managing client relationships, gathering information, and translating client goals into clear, practical estate plans, • Some experience advising high-net-worth individuals and families on advanced planning strategies (e.g., GRATs, SLATs, CRATs) is a plus, • Exposure to estate and trust administration. Salary expected to be $170K-$190K. Can consider higher if there if there is portable business. Agencies: Please contact Leigh Novack prior to submitting any candidate profiles.

Trust & Estates Senior Attorney/ Partner About the job Cassin & Cassin LLP, a prestigious New York based law firm with offices in Manhattan and Westchester County, is seeking a partner to join its Trusts and Estates practice group. The ideal candidate will possess the ability to originate new business within and outside of the Firm, grow existing relationships, as well as operate both independently of, and collaboratively with, our residential real estate practice. The role requires significant experience with: • Advising on and implementing sophisticated estate planning techniques, based upon a deep understanding of federal income, gift, estate, and GST tax rules;, • Preparing sophisticated estate planning documents;, • All aspects of estate administration, including, but not limited to, the preparation of Surrogate’s Court documents and federal and New York estate tax returns, and representing clients in gift and estate tax audits;, • Advising clients on business succession planning;, • Advising clients on charitable planning;, • Representing fiduciaries and advising them on estate and trust administration; and, • Business development and cross selling the firm’s other practice areas. Requirements: • A minimum of ten (10) years of experience advising high-net worth clients;, • Admitted to practice law in the State of New York (admission in New Jersey, Connecticut and/or Florida a plus);, • A portable book of business;, • A strong understanding of federal and New York tax law applicable to estate planning;, • Representing fiduciaries and advising them on estate and trust administration; and, • Ability and skill to cross sell the firm’s other practice areas. Preferred, but not required: • Experience with trusts and estate litigation., • LLM in Taxation., • Experience with estate planning and administration for clients living in CT, FL, and NJ.

A well-established and highly regarded law firm in New York is seeking a mid-level Trusts & Estates Attorney to join its growing private client practice. This role offers the opportunity to work on sophisticated estate planning and estate/trust administration matters for high-net-worth individuals, families, and closely held business owners. Key Responsibilities: • Draft and implement comprehensive estate plans, including wills, revocable and irrevocable trusts, powers of attorney, and health care directives, • Advise clients on estate, gift, and generation-skipping transfer tax planning strategies, • Handle estate and trust administration, including probate proceedings and fiduciary guidance, • Prepare federal and New York estate tax filings, • Collaborate with financial advisors, accountants, and family offices, • 4–7 years of trusts and estates experience, • Strong drafting skills and experience with complex estate planning structures, • Familiarity with New York probate procedures and Surrogate’s Court practice, • Experience with federal and New York estate and gift tax matters, • Excellent communication and client-facing skills, • Salary range: $170,000-$235,000 annually + performance bonuses, • (Factors that may affect pay within this range include geography/market, skills, education, experience, and other qualifications of the successful candidate.), • Comprehensive benefits package, subject to eligibility requirements, including:, • Medical, dental, and vision insurance, • 401(k) retirement plan, • Paid holidays annually

Katten is a full-service law firm with nearly 650 attorneys in locations across the United States and in London and Shanghai. Clients seeking sophisticated, high-value legal services turn to Katten for counsel locally, nationally and internationally. The firm’s core areas of practice include corporate, financial markets and funds, insolvency and restructuring, intellectual property, litigation, real estate, structured finance and securitization, transactional tax planning, private credit and private wealth. Katten represents public and private companies in numerous industries, as well as a number of government and nonprofit organizations and individuals. Pitch and Proposal Specialist The Pitch and Proposal Specialist (Specialist) supports the firm’s business development and growth initiatives by contributing to the development of timely, high-quality and competitive pitches and proposals. This role works closely with attorneys and members of the Business Development and Practice Support teams to develop customized client-facing materials, including pitch books and presentations, responses to requests for proposals (RFPs), highly targeted pitch documents, and representative matter lists. The Specialist also supports experience management and client intelligence efforts by maintaining accurate matter data, drafting compelling experience descriptions, and assisting in the preparation of research and reporting related to prospective and existing clients. The position requires strong writing and organizational skills, attention to detail, sound judgment, and the ability to manage multiple deadlines in a fast-paced environment while maintaining strict confidentiality. Essential Duties and Responsibilities include, but may not be limited to, the following. Other duties may be requested and/or assigned. Essential functions are primary job duties that an individual must be able to perform successfully with or without a reasonable accommodation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pitch and Proposal Support • Support the development of pitches and proposals from intake through submission., • Assist in preparing responses to RFPs, RFQs, RFIs, and client compliance surveys., • Draft and edit proposal content, including executive summaries, cover letters, tailored capability descriptions, standardized responses and attorney biographies., • Prepare customized pitch books and qualification statements in Word, PowerPoint and digital formats., • Serve as project manager for assigned pitches and proposals, developing timelines, tracking deliverables, proactively following up with contributors, and ensuring on-time, complete submissions., • Ensure adherence to brand standards and document quality across client-facing materials., • Track active proposals and update status information in the firm’s project management system., • Coordinate production and formatting of materials, including electronic and print deliverables., • Coordinate the design and production of specialty pitch materials with the Creative Services team., • Maintain and update proposal content libraries, including standardized RFP responses and archived pitch materials., • Track and update pitch and proposal outcomes within internal systems to support reporting and performance analysis., • Prepare and lead the monthly reporting process summarizing pitch and proposal activity, outcomes, and related metrics., • Contribute to ad hoc proposal and content initiatives as needed., • Ensure that all proposal materials are handled securely and in compliance with firm policies and confidentiality standards., • Communicate proposal progress and potential issues to the Senior Pitch and Proposal Manager. Experience Management • Collaborate with the Senior Marketing Technology & Experience Specialist to support the capture, maintenance, and accuracy of the firm’s experience data., • Draft and revise clear, compelling matter descriptions for use in proposals and other client-facing materials., • Work with attorneys and Practice Support team members to gather and verify matter information., • Support maintenance of client permissions lists and outside general counsel requirements., • Enter and update proposal content within firm systems, coordinating with the Senior Marketing Technology & Experience Specialist to ensure accuracy and consistency. Client Intelligence • Conduct research on prospective clients and contacts to support pitches, proposals, and business development initiatives., • Prepare client intelligence summaries and background materials for attorneys and Marketing & Business Development team members in advance of meetings and pursuits., • Generate and distribute ERM/CRM reports, including client relationship data and contact information, to support business development efforts., • Support additional marketing and business development initiatives as assigned by the Director of Client Intelligence., • Serve as project manager for the bi-monthly internal business development newsletter, coordinating content collection, managing production timelines, and overseeing distribution to support internal education. Knowledge, Skills and Abilities • Bachelor’s degree in Marketing, Communications, Business, or a related field required; three to five years of marketing and/or business development experience, ideally within a legal or professional services firm., • Demonstrated experience supporting and drafting responses to RFPs and other competitive proposals., • Strong writing, editing, and proofreading skills, with the ability to synthesize complex information into clear, client-focused messaging., • Strong project management skills and ability to drive multiple concurrent workstreams to meet firm deadlines., • Ability to analyze proposal requirements and identify required content and contributors., • Proficiency in Microsoft Office Suite (Word, Excel, and PowerPoint); experience working with ERM/CRM and content management systems preferred., • High level of attention to detail and commitment to accuracy., • Ability to communicate effectively and diplomatically with attorneys and other business professionals., • Demonstrated analytical skills and ability to gather, organize, and synthesize information from multiple sources., • Ability to work independently while collaborating effectively within a team environment., • Sound judgment and discretion in handling confidential and sensitive information., • Flexibility to work additional hours as needed to meet proposal deadlines. In our New York office, the annualized salary range for this position is $90,000 to $110,000. Actual pay will be adjusted based on experience and other job-related factors permitted by law. We offer an outstanding benefit package which includes: medical/dental/vision, 401k with employer contribution, parental leave, transportation fringe benefit program, back-up care option, generous paid time off policy and long-term and short-term disability policies. Katten Muchin Rosenman LLP in an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Our client, a respected 45-lawyer boutique in Midtown Manhattan, is seeking a Mid-Level to Counsel level Tax Attorney to join its expanding Tax Practice. The group was launched a few years ago by a pair of AmLaw 100 partners; building on that foundation, it has grown into a sophisticated practice advising corporations, high-net-worth individuals and families, and private foundations. The team handles a mix of high-level transactional tax work and strategic tax planning, including the tax aspects of mergers and acquisitions, spin-offs, JVs, and corporate and partnership restructurings, alongside complex planning for investments, trusts, and family wealth structures. This role offers the chance to work directly with senior partners on sophisticated matters in a lean, high-touch practice, with far more responsibility and client exposure than is typical in larger firms. The group collaborates closely with clients and their advisors to structure and execute transactions and develop practical solutions to complex tax issues. • The position is hybrid (four days per week in office) with a manageable ~1800 hour billable target., • Base salary is approximately $250,000, with some flexibility depending on experience. Responsibilities: • Advise on the tax aspects of mergers and acquisitions, spin-offs, joint ventures, and corporate and partnership restructurings, • Assist with transaction structuring, tax diligence, and drafting and negotiating tax provisions in deal documents, • Support post-transaction tax planning and implementation, • Counsel high-net-worth individuals, families, companies, and private foundations on tax planning and compliance matters, • Analyze the tax implications of complex investments and estate planning strategies, • Assist with federal, state, and local tax controversy matters, • Work directly with partners, clients, and outside advisors to develop practical solutions to complex tax issues Required Qualifications: • J.D. with strong academic credentials, • Active bar membership in good standing, • Approximately 4–15 years of tax experience at a law firm or similarly sophisticated practice, • LL.M. in Taxation strongly preferred, • Experience with transactional tax matters (e.g., M&A, partnership taxation, restructurings), • Training at an AmLaw or comparable firm preferred, • Ability to manage multiple matters in a lean, collaborative team environment, • Strong analytical, drafting, and client-facing communication skills If you meet the required qualifications and are interested in this role, please apply today. The Solomon Page Distinction Our teams, comprised of subject matter experts, develop an interest in your preferences and goals and we act as an advisor for your career advancement. Solomon Page has an extensive network of established clients which allows us to present opportunities that are well-suited to your respective goals and needs – this specialized approach sets us apart in the industries we serve. About Solomon Page Founded in 1990, Solomon Page is a specialty niche provider of staffing and executive search solutions across a wide array of functions and industries. The success of Solomon Page reflects an organic growth strategy supported by a highly entrepreneurial culture. Acting as a strategic partner to our clients and candidates, we focus on providing customized solutions and building long-term relationships based on trust, respect, and the consistent delivery of excellent results. For more information and additional opportunities, visit: ___ and connect with us on ___, and ___. Opportunity Awaits.

Belkin · Burden · Goldman, LLP, is a trusted NYC real estate law firm with a leading reputation in the industry. Our team has a proven track record of success in navigating complex legal matters, and we are dedicated to delivering unparalleled advocacy and counseling to our clients. We are currently seeking a Legal Practice Innovation Specialist to support the Firm’s practice innovation, knowledge management, and legal technology initiatives. This role is designed for a legally trained professional pursuing a non‑traditional legal career path at the intersection of law, technology, and process improvement. This is not a traditional paralegal or legal assistant role, nor is it a practicing attorney position. Rather, it is a professional‑level role focused on improving how attorneys work through thoughtful application of AI, legal technology, and workflow design. The Role The Legal Practice Innovation Specialist will work closely with partners, Firm leadership, attorneys, IT, and operations to help modernize legal service delivery across the Firm. The role offers hands‑on exposure to AI tools, workflow development, and firmwide innovation strategy within a market‑leading real estate law practice. This is an entry‑to‑mid‑level position (1–3 years of experience) with meaningful responsibility, visibility, and growth potential. ESSENTIAL DUTIES AND RESPONSIBILITIES • Support firmwide practice innovation initiatives by analyzing and streamlining recurring legal workflows, • Develop, organize, and maintain templates, model documents, playbooks, AI agents, and prompt libraries used across practice groups, • Document legal workflows and best practices to promote consistency, efficiency, and knowledge sharing, • Research and evaluate emerging legal technology and AI tools, and assess their application within the Firm, • Support AI pilots and technology initiatives, including testing, internal documentation, and attorney feedback, • Assist with legal technology vendor evaluations, demonstrations, and implementation planning, • Prepare training materials, demonstrations, and reference guides to support attorney adoption of new tools, • Track innovation initiatives and assist with measuring adoption and impact, • Maintain organized repositories of innovation‑related documentation and resources, • Bachelor’s degree required; advanced legal education or equivalent professional legal experience strongly preferred, • 1–3 years of experience in a law firm, legal operations, legal technology, knowledge management, or professional services environment, • Prior legal experience required; real estate exposure is a plus, • Familiarity with AI tools, automation, or legal technology (generative AI, prompt engineering, workflow tools); certifications are a plus, • Ability to translate legal concepts into practical workflows, templates, and technology‑enabled tools, • Strong analytical, organizational, and problem‑solving skills, • Excellent written and verbal communication skills, with the ability to explain technology to attorneys and legal professionals, • Highly organized, proactive, and capable of managing multiple projects in a fast‑paced environment, • Proficiency with Microsoft Office and related productivity tools, • Intellectual curiosity and a strong interest in the future of legal practice Why Join BBG? This is an exceptional opportunity to join a market‑leading real estate law firm that is thoughtfully investing in innovation, AI, and the future of legal practice. This role is ideal for a legally trained professional looking to build a career at the intersection of law, technology, and innovation, with meaningful responsibility and visibility across the Firm. Compensation & Benefits • Hybrid work schedule (remote Fridays, subject to business needs), • Summer Fridays, • Generous PTO, • Medical insurance with Firm participation, plus dental and vision options, • Pre‑tax commuter benefits, • 401(k) plan with Firm match, • Collaborative, collegial work environment Benefits are subject to change based on Firm needs. Compensation will be dependent on several factors including but not limited to years of experience involving these roles and responsibilities, portable book of business, years of experience within the industry, education, etc. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of essential functions, responsibilities, or requirements. We are an Equal Opportunity Employer.

Top firm with a great reputation! // Non-Equity Partnership // Apply now! This Jobot Job is hosted by: Megan Bastian Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $300,000 - $400,000 per year A bit about us: Mid-sized law firm (roughly 60 Attorneys) located in lower Manhattan, seeks to add a Senior-Level Trust and Estates Attorney to their team. The ideal candidate will have some type of book, the value of which does not matter, and the ability to take over their small Trust & Estates department. You'll be working in tandem with one other Of Counsel Attorney and you will be representing individual and institutional clients. Why join us? No Billable Hour Requirement! Opportunity to come in at the Senior, Of Counsel, or Non-Equity Partner level Stability! They have been in business for over 150 years and aren't going anywhere. Laid back and relaxed firm, not a sweatshop! 4 days a week in office (Monday-Thursday) Flexible with you when life happens! (ex: If a situation comes up with your family and you need to work from home that day, no problem!) 401(k) PTO: 3 weeks to start Job Details Requirement: • Licensed to practice law in New York, • Experience working with Individual and Institutional clients with estate planning (including drafting),T&E Administration, • Previous experience working with Institutional clients/banks on complex fiduciary matters is a plus! Interested in hearing more? Easy Apply now by clicking the "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. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Amazing Culture!! - Less Hours - Excellent Comp Structure - Billionaire clients This Jobot Job is hosted by: Alyssa Montgomery Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $165,000 - $400,000 per year A bit about us: Mid sized Law Firm seeking T&E Attorney from big law. You will make double & work less at this firm. They have clients that are BILLIONAIRES. Why join us? • The comp is measured based on how good the work is and your contribution (no subjectivity to it)., • You will make more money with this firm, while working less hours (can make more by delegating work as well)!, • They are smaller but have the infrastructure of a very large firm. They have all the document management systems & technology available (if you want something, they will get it)., • No minimum billing requirements, • All Admins come from large law, • Culture-- GENUINELY love each other and are very collaborative. It's a very relaxed environment and they do all kinds of fun events together. Job Details Looking for: • Someone who has been practicing 10+ years ideally - mainly Trusts & Estates, • Experience handling complex estate planning, • barred in PA or NJ, • Kind heart, • experience in big or medium law Interested in hearing more? Easy Apply now by clicking the "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. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

New York firm known for sophisticated tax, trusts & estates, and business work for high-net-worth clients. This Jobot Job is hosted by: Jacob Wolf Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $200,000 - $250,000 per year A bit about us: Our Private Client Services group is expanding and looking to add an experienced Senior Associate (ideally 6+ years post-J.D.) to a collaborative and active practice. We seek someone with outstanding document drafting skills, meticulous attention to detail, and a strong interest in advanced wealth transfer planning. Prior hands-on involvement in probate court proceedings and post-death administration of estates and trusts is essential. An advanced degree in tax law is highly valued. Why join us? We offer a competitive compensation package of $200,000-$250,000, discretionary bonuses, and comprehensive benefits including health insurance, 401(k), and ongoing professional development support. Job Details Key Responsibilities Prepare and revise sophisticated planning documents such as wills, revocable and irrevocable trusts, durable powers of attorney, advance directives, and ancillary instruments Advise individual and institutional clients through all phases of estate settlement and trust administration, including court filings, accountings, asset collection, and distributions Perform tax research and draft analyses on estate, gift, generation-skipping transfer, and income tax issues Assist partners in designing and implementing tax-advantaged strategies for ultra-high-net-worth clients and multi-generational families Maintain clear, professional communication with clients, executors, trustees, accountants, and investment advisors Support junior team members through guidance and participate in group development efforts as needed Qualifications J.D. from an accredited institution At least six years of relevant experience in wealth planning, estate administration, and related taxation at a law firm Tax LL.M. strongly preferred Active New York bar admission required; additional admission in New Jersey and/or Florida is a significant plus Excellent organizational abilities with proven capacity to handle competing deadlines accurately Self-motivated, collaborative approach with comfort working both independently and as part of a team Interested in hearing more? Easy Apply now by clicking the "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. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Litigation Paralegal opportunity with top Brooklyn Law firm - Top-Tier Reputation and Client Satisfaction! This Jobot Job is hosted by: Audrey Block Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $75,000 - $90,000 per year A bit about us: Where Legal Excellence Meets Genuine Care We're more than accomplished litigators—we're advocates who understand that behind every case is a person navigating uncertainty, stress, and life-changing decisions. Our team brings the knowledge, experience, and tenacity to handle complex legal matters, but what truly sets us apart is our compassionate approach. We recognize that legal challenges—whether planning for the future or facing litigation—can be overwhelming. That's why we lead with empathy while delivering the fierce advocacy our clients deserve. Why join us? ? Excellent compensation and benefits ? Client relationships are built on trust and understanding ? Your legal skills are valued alongside your humanity ? Excellence and compassion aren't mutually exclusive ? Meaningful work makes a real difference in people's lives Job Details Job Details: Our law firm is seeking a seasoned Permanent Litigation Paralegal with a strong background in trusts, estates, and probate law. The ideal candidate should have a minimum of 4 years of experience in the legal industry with a concentration in litigation. This position requires proficiency in legal writing, legal research, legal document preparation, litigation support, trial preparation, legal assistance, and legal documentation. The successful candidate will be a critical part of our team, providing high-quality legal support to our attorneys and clients in a fast-paced, dynamic environment. Responsibilities: 1. Conduct thorough legal research and fact-checking for case preparation., 2. Assist in drafting, proofreading, and editing various legal documents such as wills, trusts, and estate plans., 3. Provide litigation support including evidence management and trial preparation., 4. Coordinate with clients, witnesses, and court officials in a professional manner., 5. Assist attorneys in preparing for trials, depositions, and meetings., 6. Maintain and manage all case-related documents and information in a highly organized manner., 7. Stay updated with the changes in legislation related to trusts, estates, and probate law., 8. Prepare and file court documents in a timely manner., 9. Handle administrative tasks such as scheduling appointments, maintaining attorney calendars, and managing client communications. Qualifications: 1. A minimum of 4 years of experience as a Litigation Paralegal, ideally with a focus on trusts, estates, and probate law., 2. Paralegal certification and educational background in law., 3. Proven experience in legal research, legal document preparation, litigation support, trial preparation, and legal assistance., 4. Exceptional legal writing skills and proficiency in drafting various legal documents., 5. Strong knowledge of federal and state court rules and procedures., 6. Proficiency in using legal software for document management and case tracking., 7. Excellent organizational skills and attention to detail., 8. Ability to manage multiple tasks and meet deadlines in a fast-paced environment., 9. Strong communication and interpersonal skills to effectively interact with clients, attorneys, and court officials., 10. High level of professionalism and confidentiality. Join our team and contribute to our reputation for excellence in the legal industry. We value our employees and offer a supportive work environment that encourages professional growth and development. If you are a dedicated, detail-oriented professional with a passion for law and a desire to make a difference, we would love to hear from you. Interested in hearing more? Easy Apply now by clicking the "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. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Estate Planning Paralegal for Castle Rock Law Firm This Jobot Job is hosted by: Jade Greenlee Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $70,000 - $80,000 per year A bit about us: We are an estate planning Law Group located in Castle Rock Colorado. Why join us? • Health Insurance, • STD/LTD, • 401K with match, • Work Life Balance Job Details Job Details: We are seeking a highly motivated, detail-oriented, and experienced Permanent Estate Planning Paralegal to join our dynamic legal team. This position requires a deep understanding of estate planning, guardianship, and trust administration. The successful candidate will have a minimum of 5 years of experience in a similar role and will be responsible for supporting attorneys in our Estate Planning practice group. This role demands an individual who can manage multiple tasks, meet deadlines, and maintain a high level of professional conduct. Responsibilities: 1. Assist attorneys in drafting estate planning documents, including wills, trusts, powers of attorney, and healthcare directives., 2. Manage all aspects of trust administration, including maintaining accurate records, coordinating with financial institutions, and ensuring compliance with all legal requirements., 3. Conduct legal research and prepare legal documents related to estate planning and administration, such as probate petitions, estate tax returns, and accountings., 4. Provide support in guardianship cases, including preparing petitions for guardianship, coordinating with medical professionals, and ensuring compliance with court reporting requirements., 5. Communicate with clients, financial institutions, and court personnel in a professional and timely manner., 6. Maintain an up-to-date knowledge of laws and regulations related to estate planning, trust administration, and guardianship., 7. Assist with case management, including maintaining client files, tracking deadlines, and coordinating with other team members to ensure efficient and effective case handling. Qualifications: 1. A minimum of 5 years of experience as a Paralegal in Estate Planning, Trust Administration, or a related field., 2. A Paralegal certificate from an ABA-approved program or equivalent education and experience., 3. Proven experience in drafting and reviewing estate planning documents, managing trust administration, and providing support in guardianship cases., 4. Excellent research skills and a strong understanding of legal principles related to estate planning and administration., 5. Superior organizational skills, with the ability to manage multiple tasks, prioritize effectively, and meet deadlines., 6. Excellent communication skills, both written and verbal, with the ability to interact professionally with clients, financial institutions, and court personnel., 7. Proficiency in using legal research tools and software, such as Westlaw or LexisNexis, and Microsoft Office applications., 8. A high level of integrity, discretion, and confidentiality. This is an excellent opportunity for an experienced Estate Planning Paralegal to join a dynamic and growing legal team. If you are a dedicated professional with a passion for estate planning and administration, we would love to hear from you. Interested in hearing more? Easy Apply now by clicking the "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. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

LHH Recruitment Solutions is working directly with the Chairs of a Vault 50 law firm who are seeking mid to senior commercial real estate talent. Details below: • The group practices nationally focusing on all aspects of real estate transactions, including joint ventures, acquisitions, dispositions, leasing, as well as loan originations, loan restructurings and secondary market transactions., • Asset types include office, retail, hospitality, multi-family, industrial and mixed-use properties., • The group is close knit, practices on the same floor, and every attorney is teamed with a partner mentor., • The chairs of the group are planning for succession with a tremendous opportunity for the inheritance of a book of business.If you are hungry to become a partner, the platform is here., • But if in-house is or becomes your goal, the group has a history of and will provide career counseling to support your bridge to an in-house role., • Cravath compensation with step up as elevation occurs., • Hybrid arrangement., • The group is open to tailoring the title for the right candidate., • Current AmLaw experience as a real estate attorney is a must. Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to ___ The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance

LHH Recruitment Solutions is working with an AmLaw NYC firm that is seeking Private Client talent for its Chambers Ranked practice. Details below: · You will counsel ultra-high-net-worth individuals, families, and their entities on all aspects of trusts & estates planning and wealth transfer strategies, serving as a trusted advisor on sensitive family wealth matters – o Drafting and implementing robust estate plans tailored to each client’s financial and personal objectives; o Developing strategies to minimize estate, gift, and generation-skipping transfer taxes to protect and preserve client wealth; o Assisting fiduciaries with administering estates and trusts – providing guidance through probate proceedings, preparing required filings and advising on the efficient distribution of assets; and o Working closely with clients’ broader advisory team (financial planners, accountants) and alongside the firm’s tax and corporate attorneys to address complex ownership structures, business succession plans, and cross-disciplinary issues that arise in high-value estates. · With an immersive 360-degree experience, this position is great steppingstone to in-house, if that is one of your career goals. · This firm is renowned for its friendly, collaborative culture and strong commitment to attorney development and retention. They prioritize long-term sustainability over short-term burnout – with a soft target of ~1850 hours/year (you can bill 1600 and be in good standing, for instance). · Elevation typically occurs in the 10th year of practice. · Cravath-scale salary. · Hybrid work setup (in-office 3 days a week – Tuesdays, Thursdays, and one flex day of your choice). Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to ___ The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance

Core responsibilities include drafting wills, trusts, and related estate planning documents, advising on estate and gift tax planning strategies, supporting estate and trust administration matters, and coordinating with clients' accountants, financial advisors, and other professional advisors. Inter

Job Description Sucato Law Group, a leading firm specializing in estate planning and estate administration, is seeking a skilled Trust and Estate Paralegal to join our Bayonne, New Jersey office. Our Firm is growing fast! We have an opening for a Trust and Estate Paralegal. Do you want to be apart of a driven and innovative team? Then this position is for you. If you are detail-oriented, motivated, and eager to work in a collaborative legal environment, we invite you to apply. Responsibilities • Prepare, review, and finalize legal documents related to estate planning and estate administration., • Assist attorneys with drafting wills, living wills, trusts, powers of attorney, deed transfers and probate filings., • Conduct legal research and gather relevant client information., • Communicate with clients and third parties regarding document execution and procedural updates., • Associate’s or Bachelor’s degree in Paralegal Studies or a related field., • Paralegal certification., • Experience in estate planning or estate administration is highly valued., • At least 1 year of experience working in a law firm., • Strong writing, research, and organizational skills. This position offers a competitive salary range of $55,000 to $72,000, commensurate with experience. Sucato Law Group also provides benefits, professional development opportunities, mentorship and a supportive team culture. • Health Insurance, • Dental Insurance, • Paid Federal Holidays, • Paid Time - Off, • Paid Sick Time, • Mentorship, • New office equipment in recently renovated office building, • Flexible management, • Paid parking permit To apply, please submit your resume directly to ZipRecruiter. Please note that an online assessment is part of the application process. Only applicants who complete the online assessment will have their applications reviewed. Copy and paste this URL to complete the short assessment - We look forward to hearing from qualified candidates who are ready to grow their paralegal careers in estate planning and estate administration law.

Flexible Hybrid Schedule This Jobot Job is hosted by: Scott Rundlett Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.Salary: $150,000 - $215,000 per year A bit about us: We’re a boutique firm with international reach, advising individuals and families on

Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. Wealth and Advice Solutions is Schwab's comprehensive Wealth Management organization filled with talent that excels at personal relationships, specialized service and providing ongoing advice built on Schwab’s approach to investing. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team that provides great value and benefits to Schwab clients. This offering provides depth and value to the clients of branch partners and Schwab Wealth Advisory Investment Advisors. The goal of the relationship is to work through client’s sophisticated needs in Tax, Trust, and Estates that among other things that could result in a large amount of savings to the end client. This position will require you to provide detailed, highly sophisticated advice to entrepreneurs and other high-net-worth individuals with sophisticated financial affairs, substantial business interests, large family estates and investment portfolios requiring careful attention. The Wealth Specialist will be the subject matter authority in all implications of a clients Tax, Trust and Estate needs. What you have As a High Net Worth Trust & Estate/Tax Specialist, you will: - Develop and handle strong relationships with Schwab Wealth Advisory team. - Function as an in-house subject matter authority on sophisticated trust, estate and income tax questions and issues. - Uncover unstated needs from the clients to offer additional Schwab services where relevant - Present to large and small groups to share your expertise and the offering to key partners - Educate internal partners on your skills and ability to support their clients to drive referrals - Apply your previous experiences in Tax, Trust and Estate to supply to a growing sector of Investment Advisor Services We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value partnership, integrity, exceptional client service, open communication, and adaptability to change. - Bachelor's degree required - Previous experience as a Tax, Trust, and Estate attorney strongly preferred - At least one of the following is required; JD, LLM, CPA, CTFA, AEP - Active FINRA Series 65 license or equivalent required (may be obtained with a 120-day condition of employment) - Extensive experience advising high net worth clients - Ability to build strong internal relationships due to working closely with Wealth Advisor within Schwab Wealth Advisory - Shown experience in discovering unstated needs through diagnostic information gathering - Excellent presentation skills and demonstrated success in a collaborative environment - Strong verbal and written communication, listening, interpersonal, client service, networking and analytical skills - Ability to demonstrate exceptional interpersonal effectiveness when working with high-net-worth clients - Travel approximately 10% to 25% In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: - 401(k) with company match and Employee stock purchase plan - Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions - Paid parental leave and family building benefits - Tuition reimbursement - Health, dental, and vision insurance

Job Description We are a global law firm with a powerful strategic focus and real momentum. Our industry-focused strategy is seeing us take on pioneering work in places that others have yet to reach. Our shared values define our culture and our workplace. You will find us to be unusually collegial, team-oriented, and ready to innovate. We work seamlessly across practices, offices and around the world. This elimination of boundaries has allowed us to evolve into a law firm that works as hard for its culture as it does for its clients. The New York office is seeking an experienced Trusts & Estates Paralegal to support the firm's New York Trusts & Estates practice. This role focuses on estate and trust administration and requires a detail-oriented professional who can manage multiple matters, work independently, and interact confidently with others. The position is hybrid and the paralegal will be required to be in the office 2-3 days per week. Flexibility with respect to the days in the office is required. Responsibilities include, but are not limited to: • Manage all aspects of estate administrations, including preparation and filing of probate and administration proceedings, collection and valuation of assets, and payment of bequests, • Assist with preparation of Wills, Trusts, health care directives, powers of attorney and other estate planning documents, • Prepare and file federal and state estate tax returns and related filings, • Form entities (including LLCs) and apply for and secure EINs, • Preparation of Receipt and Release Agreements for payment of bequests and for informal settlement of estate and trust accountings, • Review and assist with preparation of fiduciary accountings for estates and trusts, • Maintain departmental calendars and track deadlines for estate administration and planning matters, • Provide general support to attorneys and collaborate with internal teams as needed Please note this job description does not cover or contain all activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Qualifications: • Bachelor's degree required, • Minimum 5+ years of Trusts & Estates paralegal experience, • Commissioned New York State Notary Public in good standing, or ability to obtain commission shortly after hire, • Strong written and verbal communication skills, with the ability to interact well with people at all levels of the organization including clients and client advisors, • Demonstrate a positive attitude, strong judgment, initiative, and integrity, • Dependable, highly motivated, and a team player, • Ability to prioritize and manage multiple tasks simultaneously, • Highly organized, detail-oriented, with above average spelling, language, and grammar skills, • Flexibility to operate independently and in a team atmosphere with a high degree of accuracy, confidentiality, and professionalism, • Proficient in Microsoft Office, • Experience with One Source (FPS) estate tax preparation software, New York Hot Docs forms and Surrogate Court filings, • Ability to work overtime on short notice when required Employees are entitled to compensation commensurate with skill and experience. The full time base annual salary range for this position in the New York City market is expected to range from $110,000 - $150,000.This range represents the firm's good faith and reasonable estimate of the range of possible compensation at the time of posting for a position in New York City.Salaries in other markets will vary depending on market data. Bonus opportunities are non-guaranteed and are dependent upon individual and firm performance. Norton Rose Fulbright US LLP is committed to providing employees with a comprehensive and competitive benefits package that supports you, your health, and your family. Benefit packages include access to three medical plans, dental, vision, life, and disability insurance. Employees can also access pre-tax benefits such as health savings and flexible spending accounts. Norton Rose Fulbright helps provide financial security by allowing employees to participate in a 401(k) savings plan and profit-sharing plans if eligible. Full- time employees are eligible to access fertility benefits designed to support fertility and family-forming journeys. In addition to the Firm's health and welfare benefits above, we offer a competitive paid time off plan, which provides a minimum of 20 days off based on your role and tenure with the firm. The firm offers a generous paid parental leave benefit allowing parents to take a minimum of 14 weeks of paid leave to bond with your newborn, or adopted child(ren). Employees are also entitled to 11 Firm holidays. Norton Rose Fulbright US LLP is an Equal Opportunity Employer and complies with all applicable federal laws and their implementing regulations that require the collection and recording of certain data and information. The information we receive will not be used to make any decision regarding employment and will be kept separate from your application. Similarly, self-identification information is kept confidential and used only in accordance with applicable federal laws and regulations. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status.Norton Rose Fulbright is committed to providing reasonable accommodation as an Equal Opportunity Employer to applicants with disabilities. If you require assistance or accommodation to complete your application, please contact ___. Please provide your contact information and a description of your accessibility issue. We will make a determination on your request for reasonable accommodation on a case-by-case basis. ___is a registered trademark of the U.S. Department of Homeland Security. This business uses E-Verify in its hiring practices to achieve a lawful workforce.

Established premier business law firm seeking experienced estate planning/administration and taxation attorney to join New York office. Excellent compensation, benefits, and flexible scheduled offered in an ideal work environment This Jobot Job is hosted by: Ken Clarke Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $230,000 - $330,000 per year A bit about us: Our client has an active search for an experienced tax and estate planning attorney to join their growing practice. This is an excellent opportunity with an established business law firm offering a platform to expand your practice and service an existing mix of high profile businesses and individuals. Interested candidates should have 7+ years of solid experience in sophisticated estate and tax planning work. We're seeking an attorney who can handle the full scope of T&E work—complex trusts, estate administration, fiduciary matters, gift and estate tax returns, controversies, audits, and valuation issues. The incoming attorney will work with high net worth clients and businesses on wealth planning, income and transfer tax strategies, charitable planning, and business succession. Federal tax planning for individuals and entities, plus transactional work, should be well within your comfort zone. Our ideal candidate is entrepreneurial, takes initiative, and has a portable book of business or the ambition and network to build one. This is a full-time role with excellent compensation, firm sponsored healthcare benefits, and a lucrative bonus structure in a desirable firm environment. Interested in learning more? Please apply directly to this post, email a copy of your resume to or contact Ken Clarke directly at (949) 946-5491 (call or text) for more information. Why join us? Prestigious business law firm with Super Lawyers, Best Lawyers, and Chambers recognized attorneys Entrepreneurial culture - Founded and led by attorneys who think like business owners, not just legal technicians Established firm with stability, credibility, and a strong track record across multiple practice areas Work culture with a strong emphasis on camaraderie and teamwork rather Excellent compensation, benefits, PTO, and room to grow Firm is built to win, with respect from judges, peers, and opposing counsel Job Details Interested candidates must be admitted to the New York bar and have extensive experience in estate planning, administration, and taxation. An LL.M. in Taxation is preferred but not required. Bar admission to Connecticut, Massachusetts, Florida or New Jersey is a plus. Interested in hearing more? Easy Apply now by clicking the "Apply Now" 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. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Family Law Paralegal - Remote - Two Attorney maximum, Litigation! This Jobot Job is hosted by: Jacob Vane Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $75,000 - $120,000 per year A bit about us: We are a law firm that specializes in providing legal services across various areas, including family law, business litigation, and estate planning. Known for our strong commitment to client advocacy, our firm boasts a team of experienced attorneys who are dedicated to delivering personalized and effective solutions to meet the unique needs of each client. Our prestigious law firm is seeking an experienced, dynamic, and highly motivated Family Law Paralegal to join our team on a permanent basis. We pride ourselves on our ethical approach, attention to detail, and a proactive stance in managing legal matters, ensuring that our clients receive top-tier legal representation. This role is a fantastic opportunity for a seasoned professional who is passionate about family law and thrives in a fast-paced, challenging environment. The ideal candidate will have a minimum of 7 years of legal experience with a strong emphasis on family law litigation, including divorce, custody, and support issues. Why join us? • PPO health insurance!, • Vision insurance!, • Dental insurance!, • Disability insurance!, • Generous vacation!, • Tech budget!, • 401(k) plan with match! Job Details Qualifications: • 7+ years minimum of experience, • Family law litigation and in-depth knowledge of at least 1-2 local counties’ rules, • Experience with sophisticated, high asset cases and litigation, • Assisting attorneys in drafting pleadings, declarations, disclosures, interrogatories, discovery requests, motions, proposed orders, stipulations, under attorney supervision, • Proficiency in Microsoft, Excel and Adobe Interested in hearing more? Easy Apply now by clicking the "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. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Job Description Estate Planning Attorney (Probate, Guardianships, Medicaid Planning) – Hybrid New York, NY / Hackensack, NJ Salary: $120,000 – $130,000 Hybrid Schedule | Temp-to-Perm Opportunity NY Wills & Estates is seeking an experienced Estate Planning Attorney to join our growing team. This hybrid role offers the opportunity to handle meaningful client work in probate, guardianships, estate planning, and Medicaid planning while collaborating closely with Managing Attorney Vlad Portnoy. If you are an attorney who enjoys working directly with clients, managing estate matters from start to finish, and practicing in Surrogate’s Court, this position offers a strong opportunity for professional growth in a supportive and highly professional environment. This position begins as a temporary role with the intention of transitioning to a permanent position after a 90-day evaluation period. Compensation: $120,000 - $130,000 yearly Responsibilities: • Manage probate and estate administration matters in Surrogate’s Court, • Draft wills, trusts, powers of attorney, and healthcare proxies, • Assist with Medicaid planning and eligibility strategies, • Draft and support special needs trusts, • Prepare and file Article 81 guardianship petitions, • Appear in Mental Hygiene Court when necessary, • Meet with clients and provide consultation regarding estate planning matters, • Draft petitions, motions, and supporting legal documents, • Manage deadlines and communications within the firm’s case management system, • Conduct legal research and collaborate on case strategy, • Participate in weekly and monthly case review meetingsQualifications:, • Licensed attorney in New York or New Jersey, • 5–7 years of experience in estate planning, probate, or Surrogate’s Court matters, • Strong client consultation and communication skills, • Experience drafting estate planning documents, • Ability to manage a varied caseload independently, • Highly organized and detail-oriented Preferred Qualifications • Licensed in both New York and New Jersey, • Experience with Medicaid planning, • Experience with Article 81 guardianships, • Special needs planning experience, • Litigation experience Technology Used • Caret Legal, • WealthCounsel, • LexisNexis, • Microsoft Office, • Adobe Acrobat, • Google Calendar, • Zoom, • Microsoft Teams, • ACRISAbout Company At NY Wills & Estates, we are dedicated to helping clients plan for the future by offering expert legal services tailored to their individual needs. Our mission is to make estate planning accessible and easy to understand, ensuring clients have peace of mind knowing their families and assets are protected. We pride ourselves on integrity, exceptional client service, and a commitment to professional excellence. If you want to be part of a reputable firm with a strong client-centric approach, we’d love to have you on our team.

Job DescriptionWhat’s in it for you?!• Hands-on litigation experience from day one!• Work closely with seasoned trial attorneys!• Real client impact across complex legal matters!• Supportive team culture with direct mentorship!• Competitive pay, benefits, and career growth!• Strong reputation built on results and advocacy!If that’s you, let’s talk!Job Type : Full TimeLocation : New York, New YorkPay : Great Pay + Comprehensive BenefitsJob Description Locations: New York offices: 450 7th Ave., Ste. 1500, New York, NY 10123 New Jersey offices: 15 Warren St, Ste 36, Hackensack, NJ 07601 What You’ll Do As an Attorney, you will manage all aspects of active matters in: • New York & New Jersey Surrogate’s Courts – Probate, Administration, fiduciary support, • Article 81 Guardianship Proceedings – drafting petitions, communicating with parties, Mental Hygiene Court appearances, • Estate Planning – assisting with Trusts, Wills, POAs, Healthcare Proxies, • Meeting and consulting with clients, • Drafting petitions, motions, and estate-planning documents, • Keeping clients informed and responding to inquiries promptly, • Appearing in court as needed, • Coordinating with the managing attorney on strategy, • Managing deadlines, communications, and files in the firm's CMS, • Performing legal research Qualifications: • Licensed in New York or New Jersey (the other state is a strong plus), • 5–7 years of experience in:, • Probates, • Estate Planning, • Medicaid Planning, • Special Needs Planning, • Guardianships (incl. Article 81), • Litigation experience is a plus, • Experienced in estate planning and/or Surrogate’s Court matters, • Organized, proactive, responsive, and comfortable handling clients directly, • Base pay: $120,000-$130,000 or commensurate with experience, • Temp-to-perm (90-day probationary period), • Probate and Administration, • Fiduciary support, • Client updates and filingsEstate Planning, • Draft Wills, Trusts, POAs, and Health Care Proxies, • Assist with client consultations and strategyMedicaid Planning, • Prepare planning documents, • Assist clients with eligibility strategySpecial Needs Planning, • Draft and support Special Needs TrustsGuardianships (Including Article 81), • Draft petitions, • Coordinate with involved parties, • Meet and consult directly with clients, • Draft petitions, motions, and estate-planning documents, • Manage deadlines, files, and communication in Caret Legal, • Conduct legal research, • Caret Legal, • WealthCounsel, • LexisNexis (research + templates), • MS Office and Adobe Acrobat, • Google Calendar, Zoom Communications, MS Teams, • ACRIS #INDEH123

Job Description Private Client Trusts & Estates Associate Attorney / Senior Associate Attorney – New York, NY Direct Counsel is seeking a Private Client Trusts & Estates Associate Attorney or Senior Associate Attorney with a minimum of 4 years of sophisticated trusts and estates experience to join a highly respected, nationally recognized Private Client practice in New York, NY. This role is ideal for an attorney with hands-on experience advising high-net-worth individuals and families on complex estate planning and administration matters. Candidates should have experience with domestic estate planning, wealth transfer strategies, estate and gift tax issues, charitable giving, succession planning, retirement asset planning, and tax-efficient family wealth structures. The Private Client team advises on all aspects of estate, gift, and charitable planning; trust and estate administration; closely held business issues; and fiduciary litigation. This multidisciplinary group collaborates closely with corporate, employment, real estate, tax, trial, and environmental attorneys to serve sophisticated client needs. This position offers a hybrid in-office/remote schedule and flexibility regarding office location for in-office days. Part-time candidates may also be considered. Responsibilities * Advise high-net-worth clients on complex trusts & estates matters, including tax and succession planning * Draft estate planning documents, including wills, trusts, and related instruments * Support estate and trust administration matters * Provide strategic guidance on wealth transfer, charitable planning, and tax-efficient structuring * Collaborate with multidisciplinary legal teams across practice areas * Handle client communication, analysis, and planning with a high level of professionalism and discretion Requirements * Minimum 4 years of demonstrated experience in sophisticated trusts & estates and private client matters * Strong knowledge of federal and state tax issues impacting estate planning * Excellent drafting, writing, and communication skills * Client-service oriented with strong interpersonal skills * Ability to work both independently and collaboratively * Admission to the New York State Bar in good standing (required) Additional Information * Hybrid work schedule with flexibility * Opportunities for growth, mentorship, and a potential path to partnership * Required application materials: cover letter, resume, transcript, and 2–3 page writing sample Salary Range $200,000 – $245,000, depending on experience, skills, and qualifications.

Job Description Since 2000, BBR Partners has been providing bespoke investment and wealth management advice to high-net-worth individuals and private families. Guided by our core values of empathy, integrity and rigor, the firm has organically grown to now manage over $35 billion in assets. Through our recruitment, learning & talent development, and employee-centric programming, the work environment is inclusive, collaborative, and endlessly curious. Our greatest asset is our people and the notable culture that we've built. We are seeking an experienced Estate Planning Attorney to engage directly with our UHNW clients and prospects, providing expert advice, supporting client teams, and delivering internal training to client advisors. This individual will serve in a consultative nature to advisors and clients alike, with no document drafting or hourly billing requirements. This role has an intended requirement of 2 days per week on site. Key Responsibilities: Direct Client and Prospect Engagement • Engage directly with a sophisticated national and international client base., • Foster in-depth discussions on complex estate planning issues in collaboration with internal client coverage teams and external counsel to deliver optimal solutions., • Participate in client and prospect meetings, taking on lead role in discussing wealth planning ideas., • Serve as a subject matter expert to client coverage teams on complex trust and estate planning matters., • Ensure client teams deliver high level and effective advice on trust and estate topics., • Review and analyze client estate planning documents alongside client coverage teams. Utilize planning software to provide detailed summaries of estate plans., • Develop and maintain relationships with external trust and estate attorneys and industry COIs., • Work in partnership with our Wealth Strategies Team to maintain and curate a list of preferred providers for firm clients., • Represent BBR Partners at estate planning conferences and industry networking events, staying current on and facilitating the adoption of the latest planning techniques., • Collaborate with our internal learning and development team to develop a firm wide knowledge sharing strategy., • Educate and mentor internal client advisors on complex estate planning concepts, keeping them informed about new laws, client updates and best practices., • Stay current on developments in technology tools designed to provide more efficient and comprehensive analysis of client estate planning strategies and to provide more effective communication with client families on estate topics., • Juris Doctorate with 7+ years of estate planning experience working with UHNW families., • LLM in taxation or CPA is beneficial., • Deep knowledge of complex estate planning strategies., • Strong communication skills and ability to explain intricate strategies to our client base and internal teams., • Proven relationship builder., • Competitive base salary and incentive compensation., • Company subsidized medical/Rx, dental and vision insurance for employee, partner, and dependents., • 401K plan, Life insurance, and short & long-term disability coverage., • One Medical membership (covered for employee and dependents), Wellhub membership, Employee assistance program (EAP), Gym reimbursement and other wellness offerings., • Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care., • Personalized development and career growth opportunities., • Volunteer opportunities and matching charitable gift program., • Flexible time off, paid parental leave, and Sabbatical with company tenure., • Hybrid remote work environment, "Work from Anywhere" weeks, and business casual dress. Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $250,000 and $300,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages, commission eligibility, and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

Job Description Do you want to be a part of a fast growing, innovative law firm? If yes, this role is for you. Sucato Law Group LLC is a firm known for its excellence in the practice areas of estate administration and estate planning. Located in Bayonne, NJ, we serve clients across New Jersey. A second location in Morris County will be opening soon. Immediate hire. In - person position in Bayonne, NJ. Job Entry Level Attorney Role. Attorney will primarily be handling estate planning and estate administration. The position is in person on site. Primarily transactional work. Associate Attorney position immediately available for currently licensed attorneys. Recent grads may also apply. If you are a recent grad awaiting bar results, you may be considered for a Post - Bar Law Clerk position with an opportunity to transition into a full - time entry level Associate Attorney position upon successfully passing the bar exam. Pay range is: $85,000 - $110,000 commensurate with experience. $1,000 bonus that vests at 3 months of employment upon successful performance review. Benefits include - Paid health insurance Paid dental insurance Paid sick leave Paid personal leave Paid public holidays Mentorship Paid parking permit Private office Recently renovated office building with new equipment Responsibilities Administering Estates, Estate Planning, Wills, Living Wills, Power of Attorney, Trusts, LLC Formations, Deed Transfers. Qualifications Licensed in New Jersey State to practice law. JD graduates who passed the July Bar Exam and are awaiting admission to the bar may apply. Multi - state admission a plus. Candidates must take an online assessment as part of the application process.

Job Description Job Code 125 Department Name Legal Fund Admin Reports To Executive Director FLSA Status Exempt Union Code N/A Management Yes About Us: Building Services 32BJ Benefit Funds (“the Funds”) is the umbrella organization responsible for administering Health, Pension, Retirement Savings, Training, and Legal Services benefits to over 185,000 SEIU 32BJ members. Our mission is to make significant contributions to the lives of our members by providing high quality benefits and services. Through our commitment, we embody five core values: Flexibility, Initiative, Respect, Sustainability, and Teamwork (FIRST). By following our core values, employees are open to different and new ways of doing things, take active steps to improve the organization, create an environment of trust and respect, approach their work with the intent of a positive outcome, and work collaboratively with colleagues. The Funds oversees and manages $11 billion of dollars in assets, which are made up of many, varied and complex funds. The dollars come from a number of sources, including the property owners who pay into the funds on behalf of their employees, and as such, requires those who oversee and manage the money to be highly skilled financial management people. 32BJ Benefit Funds will continue to drive innovation, equity, and technology insights to further help the lives of our hard-working members and their families. We use cutting edge technology such as: M365, Dynamics 365 CRM, Dynamics 365 F&O, Azure, AWS, SQL, Snowflake, QlikView, and more. Please take a moment to watch our video to learn more about our culture and contributions to our members: youtu.be/hYNdMGLn19A Job Summary: The Building Service 32BJ Legal Services Fund supports a large, and geographically diverse membership base of approximately 100,000 active members annually. While not all eligible members access legal services each year, the Fund is responsible for ensuring access, coverage, and compliance for this population across multiple jurisdictions and areas of law. The Fund provides coverage across a broad range of legal matters, with Immigration matters representing the largest share of cases, followed by Matrimonial and Family Law matters. These legal services are provided by Staff Attorneys, who are directly employed by the Fund and primarily handle matters arising in New York City, and Cooperating Attorneys (CA), who are external counsel retained and paid by the Fund to handle cases outside New York City, matters involving conflict of interest, or cases requiring geographic reach beyond the Fund's in-house capacity. The Legal Services Fund is supported by a team of 58 professionals, consisting of 16 staff attorneys, 10 paralegals, 10 intake specialists, 4 legal assistants, 7 operations staff, and 11 management staff members. Reporting directly to the Executive Director, the Director, Legal Services Fund is responsible for the administration of the Building Service 32BJ Legal Services Fund, ensuring that the Fund provides high-quality legal services that meet the changing needs of the members while making the most efficient use of the funds available through bargaining. This role has enterprise-wide oversight responsibility for all Legal Fund activities, leadership, governance, legal policy, budgetary control, and escalation management for complex, novel legal matters. The Director, Legal Services Fund works across member-facing and operational departments to ensure appropriate utilization and effective delivery of Legal Fund benefits, and also serves as a strategic advocate for systemic improvements in the courts and legal oversight bodies — advancing reforms that enhance justice, streamline legal processes, and expand protections for Fund members. Essential Duties and Responsibilities: • Strategic Leadership & Governance, • Works with the Executive Director to develop the goals, mission and strategic direction of the Fund, • Reports to the Board of Trustees and the Executive Committee of the Board and implements the decisions of the Board, • Identifies opportunities for program expansion, pilot initiatives, or service redesign aligned with Fund resources, • Works with Executive and Senior Staff of the Funds to promote the goals of the Benefit Funds as an organization, • Represents the Fund externally with unions, policymakers, community partners, and professional organizations as appropriate, • Drives modernization initiatives including technology upgrades, data and reporting enhancements, and improved data governance practices, • Develops and updates legal policies, operational guidelines, and compliance framework across internal and external service channels., • Legal Oversight & Legal Standards Management, • Ensures that the quality of legal services meets industry standards and is in compliance with the rules of the Appellate Division as well as the Code of Professional Conduct, • Serves as attorney-of-record accountability point for the Appellate Division, including oversight of staff attorney licensing requirements and direct supervision of IOLA accounts and member escrow funds, • Provides legal guidance and mentorship to supervisors, staff attorneys, and paralegals on substantive law, procedure, and state statutes, • Establishes and maintains a Quality Assurance program to ensure that the Fund is operated efficiently and consistently to meet the needs of the members and to keep up with changes in the law, • Personally handle all complex Criminal matters and oversee Cooperating Attorney case processing, • Maintain expertise in all cases handled by Fund, • Accountable for all Legal Fund matters across jurisdictions, ensure quality, consistency, compliance, and alignment with Fund policies and governing law, • Serve as escalation authority for complex, novel legal criminal cases, • Operational Systems, Technology & Service Delivery, • Directs the day to day operations of the Legal Fund, directly and through delegated authority, • Provides strategic leadership over legal technology, case management systems, data governance, and operational modernization initiatives, • Uses data and outcome measures to assess service impact and continuously improve member experience, • Responsible for recruitment of Cooperating Attorneys and monitoring of program, • Leads governance of the Cooperating Attorney network, including onboarding, performance monitoring, rate-setting, and invoice review., • Manage multi-jurisdictional service delivery models and adapts services to evolving member geographic patterns, including retirees., • Establishes, monitors and maintains the Department’s budget and the short and long-term fiscal health of the Fund, • Oversee expenditures and billing structures to ensure fiscal stewardship and cost control, • Staff Leadership, Member Education & Advocacy, • Leads the recruitment, training, professional development, performance management, and succession planning of Fund staff, including attorneys, paralegals, and administrative personnel, • Advocates for systemic improvements within the courts and legal oversight bodies to strengthen the protection, recognition, and administration of the Legal Fund benefits for members, • Engages in policy and systems-level advocacy with courts, judicial administrators, and legal regulatory entities to address structural barriers and improve member access to justice, • Collaborates with Member Engagement, Communications, Training Fund, and other internal partners to ensure coordinated service delivery., • Designs and collaborates on member education programs to promote understanding and appropriate utilization of legal benefits., • Develop and oversee outreach and training program to educated members on legal rights and benefits, • Performs other functions as necessary or as assigned Qualifications (Competencies): • Juris Doctor (JD) from an accredited law school required; Master of Laws (LLM) or equivalent advanced legal degree a plus, • Admission to the New York State Bar and active membership in good standing required, • Significant experience in relevant legal practice and/or senior-level management within a legal services, nonprofit, governmental, or comparable organization required, • Relevant legal experience in any of the following areas is desirable: Immigration, Matrimonial, Family, Estate, Civil, Real Property and Criminal Trial and Appellate work, • Exposure engaging in systemic advocacy or legal reform efforts aimed at improving court systems, legal processes, or access to justice, • Knowledge of legal developments and practice trends in areas aligned with the Fund's services and member needs, • Well organized and able to manage major projects with competing priorities and deadlines, • Ability to apply technological tools, such as spreadsheet and database, to identify trends and solve administrative problems and support data-driven decision-making Soft Skills (Interpersonal Skills): • Excellent written and verbal skills required to communicate the organization’s goals and mission, • Demonstrated sound judgement, discretion, and decision making skills, • Strong analytical and problem-solving skills with the ability to anticipate challenges and evaluate options, • Ability to adapt to evolving priorities, changing legal landscapes, and emerging organizational needs, • Skilled in diplomacy and relationship-building, • Capacity to serve as a though leader on court modernization, legal system reform, and access-to-justice issues, influencing broader legal discourse., • Ability to lead and inspire the department as a whole and to advance strategic goals and priorities of the Fund, • Ability to work successfully and collaboratively with internal and external constituencies, including the Executive Director, the Board of Trustees and the Executive Committee, senior staff of the Benefit Funds, union and industry leaders, Fund co-counsel, consultants and others Education: Juris Doctor (JD) from an accredited law school required; Master of Laws (LLM) or equivalent advanced legal degree a plus Reasoning Ability: High Certificates, Licenses, Registrations: Admission to the New York State Bar and active membership in good standing required Admission to the Federal Bar (e.g., SDNY/EDNY) or another US District Court required, admission in New Jersey is a plus Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions. • Under 1/3 of the time: Standing, Walking, Climbing or Balancing, Stooping, Kneeling, Crouching, or Crawling, • Over 2/3 of the time: Talking or Hearing, • 100% of the time: Using Hands Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. • 1/3 to 2/3 of the time: Work near moving or mechanical parts, exposure to radiation, moderate noise.

Job DescriptionDescriptionWe are seeking experienced attorneys who currently manage or influence approximately ten million dollars or more in client assets, or who maintain a strong book of long-term client relationships within estate planning, trust administration or private client services. This role is ideal for attorneys who want: • A larger and more sophisticated platform for their clients, • A smooth and confidential transition for clients, • Support with practice management, compliance and operational oversight, • A clear pathway for succession planning or long-term partnership, • A firm capable of integrating smaller books and agencies into a unified structure Our firm successfully absorbs smaller practices and provides the administrative, legal and operational framework to help attorneys focus on client service rather than back-office work. Key ResponsibilitiesResponsibilities may include: • Providing estate planning, trust administration and private client legal services, • Advising high net worth clients, families and business owners, • Managing and expanding a book of client relationships, • Coordinating with internal tax, investment and planning professionals, • Supporting the integration of acquired agencies or books of business, • Ensuring compliance with legal, ethical and fiduciary requirements, • Building long-term relationships rooted in planning, generational strategy and client care Our structure supports both client transition and business development while reducing administrative burden on incoming attorneys. Ideal candidates bring: • A minimum of seven to ten years of experience in trust and estate law, private client advisory or related fields, • A portable client book of approximately ten million dollars or more in client assets or equivalent relationship value, • Strong communication skills and the ability to manage long-term client relationships, • Experience supporting high net worth individuals, families, or business owners, • A planning focused, client centric mindset, • An interest in joining a firm that is actively acquiring smaller books and practices and integrating them into a cohesive platform We support attorneys who want to scale their practice, simplify operations or transition out of a solo or small-agency environment. Private Client Attorney with Portable Book Skills, Knowledge and ExpertiseIdeal candidates bring: • A minimum of seven to ten years of experience in trust and estate law, private client advisory or related fields, • A portable client book of approximately ten million dollars or more in client assets or equivalent relationship value, • Strong communication skills and the ability to manage long-term client relationships, • Experience supporting high net worth individuals, families, or business owners, • A planning focused, client centric mindset, • An interest in joining a firm that is actively acquiring smaller books and practices and integrating them into a cohesive platform We support attorneys who want to scale their practice, simplify operations or transition out of a solo or small-agency environment. BenefitsCompensation is structured based on: • Experience, • Client book size and relationship value, • Fee revenue, • Integration needs, • Long-term potential for partnership or equity Becoming part of our firm provides: • Immediate access to a national client service platform, • A structured process for onboarding and transitioning client relationships, • Operational support that reduces administrative work, • Strategic help with acquisitions, book integration and long-term growth, • Collaboration with attorneys, planners and advisors who support high net worth clients, • A confidential introduction and interview process with firm leadership Most attorneys who join us secure multiple conversations and interviews within the first one to two weeks. Models vary and may include salary, incentive structures tied to client assets, and long-term participation in firm growth. If you are open to a confidential conversation to explore whether this platform aligns with your clients and long-term goals, apply today. Our transition and acquisition team will reach out to learn more about your background and discuss options.

Job DescriptionNew York or Connecticut (Hybrid) A highly respected law firm with a nationally recognized private client practice is seeking a Trusts & Estates Associate to join its team in New York or Connecticut. This is a full-time position offering significant responsibility, direct client interaction, and the opportunity to work within a well-established, collaborative estate planning group. About the Role: The ideal candidate will have 3–7 years of experience in trusts and estates law, with a focus on: * Sophisticated estate planning and drafting * Estate and trust administration * Estate, gift, and generation-skipping transfer tax compliance Associates in this group are actively involved in client strategy and are trusted with substantial autonomy early on, while also receiving strong mentorship from senior attorneys across offices in multiple states. What They’re Looking For: * JD from an accredited law school * 3–7 years of relevant experience in estate planning and administration * Strong drafting, analytical, and research skills * Excellent written and verbal communication abilities * Exceptional organization and attention to detail * An LL.M. in Taxation is preferred but not required * Admission to the New York or Connecticut Bar (or ability to obtain) Compensation: * Base salary range (New York): $180,000 – $275,000 * Actual compensation will be commensurate with experience and qualifications * Additional firm-sponsored benefits and discretionary bonuses available This is an excellent opportunity for a mid-level trusts and estates attorney looking to step into a high-impact role with meaningful client contact and strong long-term growth potential.

Job Description Estate Planning and Elder Law Attorney Lead the Brooklyn office. Guide the client journey. Build what comes next. About the Firm Miller and Miller Law Group is an established estate planning and elder law practice known for clarity, compassion, and competency. Our work centers on helping individuals and families navigate meaningful life transitions with thoughtful legal guidance and steady support. Our culture values leadership, accountability, and strong communication. You will join a team that supports initiative and values attorneys who are ready to take ownership of both client experience and office growth. About the Opportunity This is a leadership-focused role for an attorney who enjoys autonomy and wants to make a meaningful impact. You will serve as the primary attorney for the Brooklyn office, managing matters from consultation through completion while shaping the client journey and supporting the growth of the location. You will be supported by an onsite intake coordinator and firm leadership that continues to drive business development. As the office grows, additional paralegal support is planned, creating an opportunity for you to build and guide a local team. Candidates with significant hands-on estate planning responsibility are strongly encouraged to apply. This role offers a pathway for an attorney who wants to lead, grow a team, and build long-term influence within a respected practice. What You Will Do • Manage client matters from beginning to end including consultations, planning design, drafting, signing meetings, and follow-through., • Guide clients through estate planning, elder law, Medicaid planning, and estate or trust administration., • Lead the Brooklyn office’s daily legal operations with confidence and professionalism., • Ensure a smooth and supportive client experience from first meeting through implementation., • Collaborate with firm leadership on workflow, client service, and future growth., • Clients feel informed, confident, and supported throughout the planning process., • Drafting is accurate, timely, and aligned with firm standards., • Office operations run smoothly under your leadership., • Communication remains clear and proactive., • Your presence strengthens both client relationships and internal team effectiveness. Requirements You May Be a Strong Fit If You • Are confident managing matters independently from intake through completion., • Communicate clearly and comfortably with clients on sensitive topics., • Enjoy leadership and ownership of outcomes., • Bring organization, follow-through, and strong drafting skills., • Are comfortable making decisions and guiding a full caseload., • Estate planning and elder law experience with hands-on responsibility., • Familiarity with Medicaid planning and administration matters., • Experience with planning software such as ElderCounsel or WealthCounsel is a plus., • JD and active New York license in good standing., • 3 to 5 years of estate planning, elder law, or trust and estates experience., • Experience managing matters from consultation through execution. Compensation and Benefits • Compensation range of $100,000 to $160,000 will be structured to reflect leadership responsibility and experience., • Benefits include medical, dental, and vision coverage, retirement support, professional development, and performance-based bonus opportunities., • Opportunity to lead an office and shape its future., • Hybrid flexibility., • Support from leadership on business development while you focus on execution and client service., • Ability to help build a local team over time., • A long-term growth path within a respected practice. How to Apply Thank you for your interest in this opportunity with Miller & Miller Law Group. Please submit your resume and cover letter for confidential consideration. We carefully review each submission and will reach out to candidates whose experience most closely aligns with the leadership nature of this role. We appreciate the time and thought you invested in reviewing and applying.

Estate Planning Attorney Requirements:. Estate Planning Attorney Responsibilities:. We are growing and need another Attorney who has that entrepreneurial makeup and ability to utilize their Estate Planning legal experience with their charisma and B2B mindset.

Job Description Prominent Law firm seeks a highly experienced commercial real estate and environmental attorney - ideally with substantial experience leading permitting and entitlements for complex development projects - to join our firm as a Partner or Senior Counsel in our Environmental and Commercial Real Estate Practice Groups. Qualifications: • 8+ years of U.S. environmental law experience, with strong involvement in permitting and regulatory compliance for large-scale development projects (Commercial real estate experience is a plus but not required), • Juris Doctorate from ABA-accredited law school, • Admission to New York bar (or ability to waive in) required, • Admission to Connecticut or Massachusetts (or ability to waive in) preferred, • Demonstrated experience coordinating with regulatory agencies and multidisciplinary project teams, • Strong understanding of environmental risk, permitting strategies, and legal frameworks affecting project development and finance, • In-depth knowledge of NEPA, CEQA, CERCLA, RCRA, UIC, ESA, SEQRA, and relevant permitting regulations, • Experience supporting energy, infrastructure, industrial, or municipal projects from planning through implementation, • Ability to assess complex environmental reports and technical data, • Familiarity with carbon-related regulatory frameworks and environmental considerations in large infrastructure projects (domestic or international), • NEED A BOOK OF BUSINESS Experience in traditional transactional real estate a plus Experience with environmental permitting, regulatory compliance, and large-scale project development a plus Corporate experience a plus HYBRID!!! Can work in either our Manhattan (Financial District), Westchester (White Plains), or Long Island (Uniondale) office OR Can work in one of our many Connecticut offices

Job Description The Entertainment Community Fund (formerly The Actors Fund), a nationwide human services organization that helps all professionals in performing arts and entertainment, seeks a Social Worker to provide comprehensive and clinically focused case management and support services for clients of The Friedman to help them maximize their capacity for independent living. This includes primary intensive case management/counseling for residents identified as having the most significant psychiatric and/or substance abuse issues. This is currently a hybrid position. RESPONSIBILITIES The Social Worker will manage clinical cases for caseload of residents receiving HRA HASA Supportive Housing Services in addition to seniors, low income working or disabled residents identified has having significant mental health and/or substance abuse issues. Social Worker will assist clients in maintaining medical, emotional and housing stability, utilizing counseling interventions and appropriate referrals and maintain a consistent schedule of face to face client contacts. This includes orientation, interventions & counseling to address conflict resolutions when roommate conflicts arise. Social Worker will assist in the coordination of estate planning, including required legal documents such as power of attorney and living will; advocate for clients in obtaining and maintaining all eligible entitlements and services. Maintain confidential up-to-date records, logs, release forms, and charts for each resident and assure the confidentiality of all information. Social Worker is responsible for maintaining documentation in assigned time frames. Social Worker will conduct intake social service interviews for new applicants which include applicant interviews & assessments/evaluations for appropriateness for shared living, roommate interviews, and program orientation to support services, and conduct initial assessment interviews with new residents, documenting a plan of service, established client/SW goals, and a time frame for follow up and review. MINIMUM QUALIFICATIONS • Masters in Social Work from an accredited school. LMSW required or obtain LMSW within first six months of hire., • Minimum of 2 years post masters experience working with HIV population, seniors and adults with mental health issues., • Strong verbal, communication and organization skills, • Demonstrates strong clinical and engagement skills., • Ability to establish and maintain positive working relationships with staff and other agencies., • Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint)., • Ability to be self-motivated., • Work evenings on occasion. PREFERRED QUALITIES • Flexibility with working off-site for client advocacy, • Spanish speaking a plus, • Knowledge of entitlements a plus ABOUT THIS POSITION This is a full-time hybrid position based in the Entertainment Community Fund’s New York Housing program, The Dorothy Ross Friedman Residence in midtown Manhattan, New York City. The Entertainment Community Fund offers a competitive salary, as well as a comprehensive benefits package, including: choice of multiple health and dental plans, voluntary vision, flex and dependent care plans, employer-paid life and long-term disability insurance, supplemental life and disability, 401(k) plan with generous employer match, tuition reimbursement, generous paid time off and Wage Works commuter benefit. COMPENSATION Compensation is commensurate with licensure type and years of experience. The salary range for candidates who hold an MSW is between $69,000 - $73,422. The salary range for candidates who hold an LCSW is between $76,620 - $78,422. Internships, volunteer work and gaps in employment will not be counted towards years of experience. TO APPLY Apply online at . A complete application will include a resume, cover letter and salary expectations. ABOUT THE ENTERTAINMENT COMMUNITY FUND The Entertainment Community Fund is a national human services organization that fosters stability and resiliency, and provides a safety net for performing arts and entertainment professionals over their lifespan. Through offices in New York, Los Angeles and Chicago, The Fund serves everyone in film, theatre, television, music, opera, radio and dance with programs including social services and emergency financial assistance, health care and insurance counseling, housing, and secondary employment and training services. For more about the Entertainment Community Fund, please visit: . The Entertainment Community Fund is an Equal Opportunity Employer. Built into the value statement of the Entertainment Community Fund is a commitment to embrace diversity and seek equity, inclusion and dignity for all. We celebrate our differences and strive to cultivate an environment of mutual respect.

Job DescriptionWelcome to The Freelance Firm! We are a national network of experienced, high-level, freelance attorneys and paralegals who provide remote, on-demand support for both short-term and long-term legal projects for our client law firms. Due to increased demand, we are now interviewing for a qualified, experienced and dedicated New York-based Estate Planning, Probate and/or Medicaid Attorney. Remote work hours will vary, but are expected to range from approximately 10-20 hours per week. Attorney Requirements: • Licensed in good standing to practice law in New York, • Review documents drafted by support staff, • Assess client needs and help determine specific plans, • Medicaid experience - be comfortable understanding how estate planning works with Medicaid, • Experience with Elder Law, • New York Medicaid experience Our Attorney pay rate starts at $80/hour. We welcome you to join our established network of legal professionals! Please submit your resume and we will contact you for a video meeting if your skills and experience are a good match for this opportunity, or for future opportunities. Resume submissions will be kept in strict confidence. Please visit our website at to learn more about us and the services we provide!

Job DescriptionDirect Counsel is representing an AmLaw 100 firm seeking a mid-level associate attorney to join its Finance and Bankruptcy Practice Group in New York City. This is a standout opportunity to work on complex U.S. and cross-border bankruptcy and restructuring matters within a collaborative, multi-disciplinary legal environment. The firm’s bankruptcy team is deeply integrated with its commercial finance, real estate, tax, labor, and corporate groups, allowing associates to develop broad-based skills while handling sophisticated matters related to financial distress and insolvency. Key Responsibilities: * Represent debtors, creditors' committees, DIP lenders and borrowers, and investors in Chapter 11 proceedings * Draft bankruptcy petitions, first-day pleadings, disclosure statements, reorganization plans, and other key filings * Handle bankruptcy-related litigation, including prosecuting and defending preference, fraudulent transfer, and fiduciary duty claims * Advise clients on strategic planning before and during bankruptcy filings * Represent parties in Section 363 sales, including sellers, stalking horse bidders, and competing bidders * Work on foreclosures and contested plan confirmations * Collaborate closely with attorneys across practice areas to address the full scope of legal issues in bankruptcy matters Qualifications: * 3–5 years of experience in financial restructuring and bankruptcy law * Strong background working with creditors’ rights, distressed transactions, and bankruptcy litigation * Excellent writing, research, communication, and project management skills * Ability to manage multiple complex matters simultaneously * Clerkship with a bankruptcy judge is a plus * Familiarity with business accounting and financial reporting issues Education and Admission: * Juris Doctor (JD) from an accredited law school with strong academic credentials * Admitted to the New York State Bar Work Environment: * This position is based in New York City * The firm currently follows a hybrid work policy requiring at least three days per week in-office (subject to change) Compensation: The salary range for this position is $235,000 – $390,000, commensurate with experience and qualifications. This is an exceptional chance to join a collaborative, high-caliber team at a leading law firm where you’ll handle some of the most challenging and rewarding work in the finance and bankruptcy space.

Job DescriptionAbout Monstro Monstro is the operating system for governed financial intelligence. We build the infrastructure that enables artificial intelligence to operate safely, explainably, and at institutional scale in highly regulated financial domains. We exist because the level of financial guidance historically available to a small group should be accessible to many more people. By combining AI with deep institutional infrastructure, we help financial institutions deliver more personalized, responsible, and life-changing financial support to millions of individuals. We're building mission-critical systems in a regulated domain, and we care deeply about doing it right. If you're motivated by meaningful problems, high standards, and improving financial outcomes for people who have never had access to them before, you'll feel at home here. About the Role The Senior Wealth Strategy Advisor is a foundational hire. This person is responsible for ensuring that Monstro's financial logic is institution-grade from the outset — correct, complete, and coherent across the full scope of comprehensive wealth management. Financial planning advice built on imprecise logic compounds its errors over time. Tax assumptions that ignore estate implications, investment recommendations blind to income-phase distinctions, estate structures that conflict with insurance positioning — these are not edge cases. They are the daily reality of comprehensive wealth management, and they are precisely what AI systems get wrong first. This role exists to prevent that. You will serve as the internal authority on how Monstro's platform reasons about wealth — not as a reviewer after the fact, but as the architect of the foundational logic itself. You will work directly with Monstro's Founder, who brings deep wealth management and family office experience. This role expands that expertise into durable, scalable guidance that safely governs product behavior over time. Domain Scope You will be the internal authority across five pillars of comprehensive wealth strategy. Cash flow sits at the foundation — it governs what is possible across every other domain. Deep expertise in at least one pillar is required; the ability to reason across all five collectively is essential. • Cash flow — Income, expenses, surplus allocation, debt management, liquidity planning — the foundation that determines capacity across every other domain, • Tax planning — Income tax strategy, Roth optimization, tax-efficient withdrawal sequencing, entity structuring, UHNW tax planning, • Estate planning and legal structures — Trust design, estate tax planning, GRATs, dynasty trusts, business succession, generation-skipping strategies, asset protection, • Financial planning — Cash flow planning, risk management, insurance integration, retirement income architecture, holistic plan construction, • Investments — Asset allocation, portfolio construction, asset location, withdrawal strategy, annuity design, retirement income products What You'll Do Define the financial framework foundation Establish the wealth strategy and provide expertise to the product and engineering team regarding frameworks, principles, and decision guidance that govern how Monstro's platform reasons about complex financial scenarios. Your expertise defines the foundation — what the platform understands, how it weighs tradeoffs, and where it draws boundaries. Articulate wealth strategy in a form teams can act on Translate your financial expertise into clear principles and structured guidance that product teams can work with you to develop into actionable requirements. The goal is articulation — making expert judgment legible and usable for the people responsible for building from it. Model cross-domain dependencies Document and clarify the interactions that most AI systems get wrong: how Roth conversion decisions affect estate tax exposure, how trust structures interact with income tax elections, how insurance product positioning changes with retirement income phase. Surface second- and third-order effects before they compound into downstream errors. Distinguish rules from judgment Identify where structured, rules-based guidance is appropriate and where expert review or human judgment is required. Serve as subject matter expert reviewer Act as the senior subject matter expert reviewer for early advice frameworks, edge cases, and high-stakes planning scenarios. Establish standards for accuracy, completeness, and consistency that withstand institutional scrutiny. Act as expert, challenger, and gatekeeper The most common failure mode in AI-assisted financial guidance is not hallucination — it is plausible-sounding advice that ignores the dependency structure of wealth strategy. You serve as the expert, challenger, and gatekeeper: ensuring that oversimplified or technically incorrect guidance never reaches the platform. What Success Looks Like • Monstro's core financial logic reflects institution-grade wealth strategy rigor that expert reviewers would not find fault with, • Cross-domain interactions — tax ↔ estate ↔ investment ↔ planning ↔ cash flow — are correctly modeled and defensible at every dependency point, • Product and engineering teams have clear, actionable guidance — not ambiguity that forces them to make domain decisions they are not equipped to make, • The financial logic established in this role is precise and complete enough that it does not require structural correction as Monstro grows in scope and complexity, • Every simplification is intentional and documented — tradeoffs are explicit, not artifacts of incomplete modeling What We're Looking For Required credentials (one or more): • JD / Attorney, ideally with tax or estate specialization, • CPA or CPA/PFS, • CFP® combined with an advanced designation (JD, LL.M., AEP®, CPA), • LL.M. in Taxation, • Senior-level experience equivalent to a Wealth Strategist, Advanced Planning Strategist, or senior practitioner at a top financial institution, law firm, accounting firm, or academic institution, • Deep tax expertise with strong understanding of downstream implications across estate, investment, and planning domains, • Demonstrated experience in estate planning and legal structures — trust design, estate tax strategy, business succession, • Broad financial planning background beyond a single specialty — able to reason across the integrated wealth management system The Advanced Planning Strategist: e.g., CPA/JD/AEP® from a major institution, law firm, or accounting firm. Has reviewed complex, multi-domain wealth plans under institutional accountability. Accustomed to the standard of rigor Monstro's platform must meet. The cross-credentialed specialist: e.g., CPA + JD + CFP®, or JD + LL.M. + AEP®. Holds credentials spanning tax, legal, and planning domains simultaneously. Multiple credentials across domains are evidence of the integrated thinking this role requires — not resume decoration The financial framework builder: e.g., prior experience building guidance frameworks, institutional playbooks, or structured advisory systems. Has experience translating expert financial judgment into documented frameworks, structured guidance, or institutional playbooks — whether at a major firm, fintech, or in an advisory capacity. Understands how expertise becomes process. Additional Signals We Value • Published research, authored curricula, or editorial board participation in financial planning or estate planning journals (Journal of Financial Planning, Financial Planning Review, ACTEC Law Journal, NAEPC Journal), • Experience with UHNW or family office complexity — environments where cross-domain planning errors have material consequence, • Prior exposure to AI-enabled financial tools, rules-based platforms, or fintech product development, • Comfort operating as a senior individual contributor without a team of analysts, • Familiarity with the academic literature in comprehensive financial planning, retirement income, estate planning, and behavioral finance Location & Work Model Hybrid — New York City. Preference for candidates based in or willing to work from New York City. Why Monstro? • Ownership & Impact: Shape the future of AI-powered finance—building a category-defining product used by consumers and institutions around the world., • Elite Team: Join a team with leadership that has a track record of scaling companies from early stage to major exits., • Principles-Driven Culture: Work in a culture that values speed, ownership, and impact—what most companies achieve in 90 days, we do in 45., • Comprehensive Compensation Package: Competitive salary, equity, and robust benefits package, including paid health, vision, dental, and disability coverage.Compensation & Benefits, • Base Salary: $250,000 – $295,000 (New York City range), • Equity participation

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