Private Wealth Associate
About The Position
A leading national law firm is seeking an experienced Private Wealth Associate to join its sophisticated private wealth practice. The firm is open to considering candidates across its U.S. offices, including a fully virtual office, with particular interest in candidates located in Dallas, Kansas City, Los Angeles, Milwaukee, Nashville, or St. Louis. This is an excellent opportunity for an attorney with a strong background in estate planning and private wealth matters to work alongside attorneys across multiple offices and contribute to sophisticated client engagements involving high-net-worth individuals, families, and their businesses.
Requirements
- 4–8 years of relevant legal experience, preferably in private wealth, trusts and estates, or a closely related practice.
- Prior law firm experience.
- Demonstrated experience with sophisticated estate planning and drafting.
- Experience with trust and estate administration.
- Knowledge of estate and gift tax matters.
- Experience with charitable planning.
- Excellent academic credentials.
- Exceptional judgment and strong analytical abilities.
- Superior interpersonal and communication skills.
- The ability to manage multiple projects and competing deadlines effectively.
- The ability to work well under pressure.
- A proactive, dynamic, and entrepreneurial approach to client service.
- An active bar license in the state corresponding to the office where the candidate will practice, or a commitment to obtain admission as soon as possible.
Responsibilities
- Advise and assist clients with a broad range of private wealth matters, including sophisticated estate planning and document drafting.
- Trust and estate administration.
- Federal and state estate and gift tax matters.
- Charitable planning and related strategies.
- Developing and implementing wealth transfer and succession planning strategies.
- Conducting legal research and analysis involving complex trusts and estates issues.
- Drafting and reviewing sophisticated legal documents and planning instruments.
- Collaborating with attorneys across multiple offices and practice areas.
- Managing multiple client matters while maintaining high standards of quality and responsiveness.
- Communicating legal strategies and recommended courses of action clearly and effectively.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
