Senior Private Wealth Services Associate

Profile

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.

Company info

BCG Attorney Search
10777 Westheimer, Suite 1100
Houston
Texas
United States 77042
Phone : (713) 270-1199
Fax : (213) 895-7306