Job Description

Job Description

Job Description

Established Firm - Hybrid Flexibility!

This Jobot Job is hosted by: Stanton Sikorski
Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.
Salary: $120,000 - $200,000 per year

A bit about us:

Founded nearly four decades ago and based in Danbury, with clients throughout Fairfield County and nearby New York, we are a boutique firm focused on estate and business planning. We pride ourselves on customized, client-first solutions and deep expertise in Connecticut probate and tax laws.

Why join us?

• Competitive Base Salary Up to $200k (DOE) + Bonuses
• Comprehensive Benefits: Medical, 401(k), PTO
• Collaborative culture with path to partnership
• Opportunity to build or bring a portable book of business

Job Details

• Advise clients on complex estate, gift, and wealth transfer strategies
• Draft wills, trusts, and estate planning documents for high net worth clients
• Provide counsel on income, gift, and estate tax planning
• Handle estate administration, trust funding, and probate compliance
• Address business succession and charitable planning matters
• Coordinate with clients and financial advisors on tax and legacy goals
• Stay current with Connecticut and federal tax/estate laws
• Participate in business development and networking efforts

Looking For:

• J.D. and licensed to practice in CT
• 2+ years of experience, with a focus on trusts & estates
• Experience with high net worth estate strategies, wills, trusts, and business succession
• Strong background in income, gift, and estate tax compliance and planning
• Proven ability to handle estate administration and charitable planning matters

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

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