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.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

Ready to find a good job? Create your profile today at Jobot.com.

Company Description

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.\r\n\r\nFounded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).\r\n\r\nReady to find a good job? Create your profile today at Jobot.com.

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