Aprio
Estate Planning Attorney
New York, NY · Full-time
Sponsorship not specified$150k-$175kDetected 39 days ago
NegotiationResearchLeadershipCommunicationProblem SolvingPublic Speaking
About the role
- Work with a Top 20 CPA and advisory firm that Accounts for Anything.
- Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe.
Responsibilities
- Draft, review, and revise estate planning documents tailored to individual client needs.
- Manage complex estates, including those involving business interests, charitable giving, and multi-generational planning.
- Collaborate with financial advisors, accountants, and other professionals to create integrated estate plans.
Requirements
- Juris Doctor (JD) degree from an accredited law school.
- At least five years of dedicated experience in estate planning, with direct client interaction.
- Strong understanding of estate, gift, and generation-skipping transfer tax laws.
- Ability to handle sensitive matters with discretion and empathy.
- Proficiency with legal research and practice management software.
- Why work for Aprio: Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
- By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them.
- Active license to practice law in the relevant state and/or willingness to waive into jurisdictions to meet client needs.
- Demonstrated expertise in drafting and implementing estate planning documents.
- Excellent communication, negotiation, and problem-solving skills.
- Ability to deliver presentations and educational seminars to clients and community groups.
- The application window is anticipated to close on April 6, 2026, and may be extended as needed. Why work for Aprio: Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm. Perks/Benefits we offer for full-time team members: - Medical, Dental, and Vision Insurance on the first day of employment - Flexible Spending Account and Dependent Care Account - 401k with Profit Sharing - 9+ holidays and discretionary time off structure - Parental Leave - coverage for both primary and secondary caregivers - Tuition Assistance Program and CPA support program with cash incentive upon completion - Discretionary incentive compensation based on firm, group and individual performance - Incentive compensation related to origination of new client sales - Top rated wellness program - Flexible working environment including remote and hybrid options What's in it for you: - Working with an industry leader: Be part of a high-growth firm that is passionate for what's next. - An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients. - A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture. - Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally. - Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement. - Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
Nice to have
- Preferred Skills:
Skills
- Experience with high-net-worth clients and complex estate structures.
- Background in probate litigation or trust administration.
- Experience working with accountants and financial planners to provide coordinated solutions for clients.
- The application window is anticipated to close on April 6, 2026, and may be extended as needed.
Compensation
- You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
Benefits
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave - coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Top rated wellness program
- Advise clients on all aspects of estate planning, including wills, trusts, powers of attorney, advance directives, medical powers of attorneys, and tax strategies.
- Flexible working environment including remote and hybrid options
Company info
- Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience.
- We call it the Aprio Way.
- This shared mindset creates lasting relationships between team members and with clients. -
Equal opportunity
- EMPLOYER Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race
- religion
- national origin
- pregnancy
Visa & Work Authorization
- al origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable feder
This listing is sourced directly from Aprio's careers page and normalized into a canonical job model.