Description
Cozen O’Connor is seeking a highly skilled Senior Associate to join the Private Client Services (PCS) Group in our Philadelphia office. This is a unique opportunity to work at the intersection of sophisticated estate planning, trust administration, and ultra-high-net-worth (UHNW) client advisory. The ideal candidate will have deep experience in estate planning, trust administration, and family office advisory who thrives in a sophisticated, client-centric environment. The PCS group works closely with high-profile families, entrepreneurs, and global citizens to structure complex estate plans, manage sensitive family dynamics, and advise on wealth strategies. This role demands exceptional legal acumen, emotional intelligence, and a refined understanding of luxury lifestyle assets.
Key Responsibilities
- Design and implement advanced estate planning strategies, including dynasty trusts, GRATs, SLATs, and charitable vehicles.
- Advise on family office governance, fiduciary roles, and succession planning.
- Provide guidance on luxury asset succession (e.g., aircraft, yachts, ranches, and art collections).
- Collaborate with investment advisors, accountants, and insurance professionals to deliver integrated client solutions.
- Strong understanding of tax matters related to estates and trusts, including the preparation of associated tax returns.
- Represent clients in probate proceedings, and IRS audits when necessary.
Qualifications
- Minimum 6–8 years of experience in trusts and estates law, with UHNW client exposure.
- LL.M. in Taxation or Estate Planning preferred.
- Strong drafting skills and familiarity with tax implications of estate structures. changing legal, tax, and regulatory rules.
- Experience with family office operations, private foundations, and philanthropic planning.
- Exceptional interpersonal skills and ability to navigate sensitive family matters.
- Commitment to excellent client service, discretion, and confidentiality.
- Pennsylvania Bar membership required.
Why Join Us?
Cozen O’Connor’s PCS Group is a nationally recognized leader in private client services. We offer:
- A boutique practice within a full-service firm.
- Access to elite clientele and complex planning opportunities.
- A culture of discretion, innovation, and collaboration.
- Strategic growth in key markets including Florida, New York, and California.
Cozen O'Connor is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, national origin or ancestry, religion, age, disability, citizenship, marital status, military or veteran status, sexual orientation, gender identity or expression, genetic information or any other prohibited basis.
