Mid-level Private Wealth Services Associate

Profile

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.

Company info

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