CarterWill Search is seeking a Trust & Estate Planning Associate to join a Pennsylvania-based Taxation & Wealth Planning practice in Blue Bell or Philadelphia. This role offers the opportunity to work with high-net-worth individuals and sophisticated estates , focusing on estate planning, tax planning, and related wealth management matters.
The ideal candidate will have 2–5 years of relevant experience , with responsibilities including:
Conducting legal research and analysis in estate and tax matters
Drafting and reviewing estate planning documents
Preparing or reviewing tax returns and providing guidance on family-owned business planning and life insurance structures
Collaborating with senior attorneys to develop comprehensive wealth planning strategies
Familiarity with Pennsylvania estate and tax laws is essential, and an LLM in Taxation is a strong plus.
2–5 years of experience in trusts, estates, and tax planning
JD from an ABA-accredited law school
Active Pennsylvania Bar admission
Strong analytical and drafting skills , with attention to detail
Familiarity with family business planning, insurance, and complex estates
Excellent academic credentials and writing ability
This position provides a collaborative and professional work environment , opportunities for career advancement , and the chance to work on sophisticated, high-value estate planning matters.