Mid-level Private Wealth Services Associate

Job Overview

A prestigious law firm is seeking a mid-level associate to join a growing Private Wealth Services Practice in the Austin office. This opportunity is ideal for candidates with experience in estate planning for high-net-worth individuals and families, trust and estate administration, and estate, gift, and generation-skipping transfer tax planning. The firm offers competitive compensation and an excellent benefits package.

Location

• Austin, TX

Duties

• Provide estate planning services for high-net-worth individuals and families.
• Assist in trust and estate administration.
• Advise on estate, gift, and generation-skipping transfer tax planning.
• Collaborate with colleagues to handle multi-jurisdictional matters.
• Research and draft legal documents related to estate planning and administration.
• Provide clear and concise verbal and written communication to clients.

Requirements

• Minimum of 3 years of experience in estate planning, trust and estate administration, and tax planning.
• Strong academic credentials, with a preference for candidates in the top of their class or graduates from a top-tier law school.
• In good standing with the Texas Bar or eligible for admission to the Texas Bar.
• Admission to the Florida Bar is a plus, to support multi-jurisdictional practice.
• Strong research, writing, and verbal communication skills.

Education

• Juris Doctor (JD) from an accredited law school.

Certifications

• LL.M. in Taxation or Estate Planning is strongly preferred, but not required if the candidate has a solid background in trusts and estates.
• Must be licensed to practice in Texas or eligible for admission to the Texas Bar.

Skills

• Expertise in estate planning, trust and estate administration, and tax planning.
• Excellent written and verbal communication skills.
• Strong research and analytical skills.
• Ability to work collaboratively with a team and manage multiple tasks efficiently.

Benefits

• Competitive salary and compensation package.
• Comprehensive benefits including health, dental, and vision insurance.
• Retirement plan options.
• Excellent work-life balance with a collaborative and supportive team environment.

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.