Private Wealth / Trusts & Estates Associate
The People Of: Professional Services · Texas, United States · 2 mo ago
FinanceFull-time
Key Responsibilities
- Advise clients on sophisticated estate planning and wealth transfer strategies
- Draft complex estate planning documents, including trusts and advanced structures
- Provide guidance on gift, estate and generation-skipping transfer tax matters
- Manage trust and estate administration matters
- Conduct legal research on complex and multi-jurisdictional planning issues
- Supervise and mentor junior associates and paralegals
- Work closely with clients on high-value and complex matters
Who You Are
- 4th–8th year associate (exceptional mid-level candidates also considered)
- Strong experience in trusts & estates and private wealth work
- Experience advising high net worth individuals and families
- Strong academic credentials
- Excellent drafting, research and communication skills
- Highly organised, proactive and able to manage multiple matters
- Experience supervising junior team members
- LL.M. in Taxation or Estate Planning preferred
- Admitted to the Texas Bar or eligible for admission
Compensation
- Salary: Competitive and commensurate with experience
- Benefits: Comprehensive benefits package within a leading private wealth platform