Private Client & Tax Associate

Private Client and Tax Division

Withers is a leading international law firm recognized for its sophisticated private client practice and commitment to excellence. Our U.S. based practice, Withers Bergman LLP, has offices in Connecticut, New York and California, one of which is located steps from Yale in the heart of vibrant, culturally rich New Haven. Our New Haven team is a close-knit group of professionals centered around the private client and tax practice.

The Role

We’re seeking a sharp, motivated Trust & Estate Planning Associate to join a dynamic legal team in the heart of New Haven. This role offers the opportunity to work with ultra-high-net-worth clients and family offices, learn from experienced partners, and grow within a firm that values excellence and innovation.  

Join a respected firm with a tradition of excellence in estate planning and fiduciary services. We’re looking for a thoughtful and detail-oriented Associate Attorney to support high-net-worth clients, families, and institutions in crafting tailored estate plans and navigating complex probate and trust administration matters.

Responsibilities

• Draft sophisticated estate planning documents and multi-generational trusts
• Prepare advice for high-net-worth individuals, families, and fiduciaries on estate planning, tax-efficient wealth transfers, and business succession planning  
• Educate clients on the implications of high-end planning strategies
• Assist in the administration of sophisticated trust and investment structures
• Create tax efficient structures for domestic and multinational clients
• Redesign existing trust and investment structures to better achieve client goals
• Assist in tax compliance, including review and preparation of tax returns and information reporting

Key Skills and Experience

• Strong academic credentials (J.D. required; LL.M. is a plus)
• Minimum 3-5 years of experience practicing in Trusts & Estates
• Connecticut Bar admission (or eligibility to waive in) required
• Strong drafting, writing, research and communication skills
• Domestic estate planning experience required
• International planning, income tax experience and/or estate administration experience a plus
• Role requires strong project management and the ability to balance competing priorities

About the Firm

A law firm focused on people, performance, and collaboration.

For the past 130 years, we have supported some of the world’s most remarkable people and organizations at defining moments in their lives.

We are united in our commitment to integrity, quality and collaboration. We have a culture of high performance and deliver excellent service consistently across the firm. We provide tailored solutions built on trust and partner with our clients to achieve their goals.

Many of our clients are shaping the future and creating solutions to tackle many of the world’s problems. It makes for a fascinating and challenging practice.

Our role is to get to know each individual client, find out where they want to be, and help them to get there – whether they are building a business, buying a home or protecting and defending their interests.

To meet their unique needs we are exceptionally collaborative, working together across teams and time zones. And we are agile – focusing on strategy rather than rigid ideas and traditional hierarchy.

Join us to be part of a team that is always looking to the future. Where initiative, big ideas and bold moves are always encouraged. Where you can truly be yourself.

For more information on Withers, please visit the following links: General Career Site, LinkedIn, About Us 

Equal Opportunities Employment Statement 

The firm is an Equal Employment Opportunity employer.  Equal employment opportunity has been and will continue to be a fundamental principle at the firm. Employment at the firm is based upon personal capabilities and qualifications without regard to race, color, gender, sex, age, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation, physical or mental disability, medical condition, military and veteran status, gender identity or expression, genetic information, or any other characteristic protected by federal, state, or local law.  The firm prohibits and will not tolerate any discrimination or harassment on the basis of any of these classifications or characteristics.

If you are interested in applying for employment and need special assistance or an accommodation to use our website to apply for a position, please contact the firm at (203) 789-1320 or email us.recruiting@withersworldwide.com with your request.  Determinations on requests for reasonable accommodation are made on a case-by-case basis.