Senior Private Wealth Services Associate

Job Overview

A law firm seeks a Senior Private Wealth Services Associate for its Austin, Texas office. This full-time position offers the opportunity to work with a diverse range of clients across various industries, providing sophisticated estate planning and wealth management services.

Duties

• Design and draft complex estate planning documents, including revocable trust agreements and wealth transfer structures.
• Transfer QSBS stock, business interests, and real estate, addressing entity structures, valuation, and tax implications.
• Manage complex trust and estate administrations, including modifications and terminations.
• Conduct legal research and analysis on multijurisdictional estate planning considerations.

Requirements

• Minimum of four to eight years of experience in estate planning for high-net-worth individuals.
• Proven track record in trust and estate administration and tax planning.
• Strong research, writing, and verbal communication skills.
• Experience in a fast-paced law firm setting.
• Good standing with the Texas Bar or eligibility for admission.

Education

• Graduated from a top-tier law school or ranked in the top of their class.

Certifications

• LL.M. in Taxation or Estate Planning preferred.

Skills

• Detail-oriented, organized, and proactive.
• Ability to supervise and mentor associates and paralegals.
• Strong leadership ability.

Benefits

• Competitive compensation package.
• Excellent benefits package.

As one of the largest law firms in the U.S. with more than 40 offices, it was founded in 1967. This full-service firm provides legal representation in banking and finance, blockchain, corporate, cybersecurity, energy, entertainment, environmental, food, gaming, health care, real estate, tax, hospitality, and others. This innovative law firm creates creative and efficient strategies that enable to improve predictability, provide better insights, and deliver more value. The firm is committed to diversity and appreciates all backgrounds. Having a collaborative environment, the attorneys and staff have achieved significant results in the legal community. The firm provides new associates with high-level training in client management, business development, collaboration, and cultural skills. Offering unique professional opportunities, the firm empowers attorneys at all levels to shape their paths to success. The firm has developed a strong commitment to giving back to the community and strives to make a difference by leading, volunteering, and donating to a wide range of causes. The firm has numerous recognition awards and awards for its philanthropic giving, diversity, and innovation.