Estate Planning Tech Specialist for UHNW Clients

Goldman Sachs Bank AG; Dallas (TX); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health and welfare programs

Financial wellness and retirement assistance

On-site fitness centers

Job summary

A leading financial services firm in Dallas is seeking an Associate for their Family Office division. The role involves developing a Digital Estate Planning solution, providing expert advice on estate planning, and supporting ultra-high-net-worth clients. Candidates should have at least four years of experience in U.S. tax law, trust, or estate advisory roles. A Bachelor's degree is required, with CPA or JD being a plus. Excellent interpersonal skills and a client-friendly approach are essential for success.

Qualifications

• Four or more years of experience in estate planning, tax, or legal fields focusing on UHNW clients.
• Experience with generational wealth transfer and tax-efficient strategies.
• Excellent communication and team-oriented skills.

Responsibilities

• Serve as the day-to-day contact for the Digital Estate Planning solution.
• Review and interpret complex estate documents.
• Partner with PWM teams to manage the client lifecycle.

Skills

Client-friendly attitude

Understanding intricate estate plans

Knowledge of U.S. tax and trust law

Experience with legal automation

Interpersonal skills

Education

Bachelor's Degree

CPA or JD (a plus)

Job description

A leading financial services firm in Dallas is seeking an Associate for their Family Office division. The role involves developing a Digital Estate Planning solution, providing expert advice on estate planning, and supporting ultra-high-net-worth clients. Candidates should have at least four years of experience in U.S. tax law, trust, or estate advisory roles. A Bachelor's degree is required, with CPA or JD being a plus. Excellent interpersonal skills and a client-friendly approach are essential for success.