Mid-Level Private Client Services Associate

Snell & Wilmer LLP; Dallas (TX); Hybrid; USD 150,000 - 190,000; Full time

Benefits offered by this job

401K Profit Sharing

Discretionary bonuses

Job summary

Snell & Wilmer L.L.P. seeks a Private Client Services Mid-Level Associate in Dallas or Phoenix with at least five years of experience in estate planning, probate, and trust and estate administration.

Preference for candidates with experience preparing estate and gift tax returns and with strong academic credentials and drafting abilities. The role serves high net worth clientele and requires professionalism, judgment, and excellent communication skills.

Qualifications

• Five+ years of experience in private client services.
• Experience in estate planning, probate, and trust and estate administration.
• Preference for experience preparing estate and gift tax returns.
• Strong academic credentials and writing/drafting abilities.
• Excellent oral and written communication skills.
• Bar membership in jurisdiction or reciprocity within one year preferred.

Responsibilities

• Provide estate planning, probate, and trust administration services for high net worth clients.
• Draft and review legal documents and ensure compliance with tax and fiduciary requirements.
• Assist in preparing estate and gift tax returns when applicable.
• Maintain professional client relationships and demonstrate sound judgment.
• Collaborate with Dallas and Phoenix offices and participate in the partnership-track pathway.

Skills

Estate planning

Probate

Trust administration

Gift tax returns

Research and writing

Oral communication

Professional judgment

Job description

Overview

• The role requires experience in estate planning, probate, and trust and estate administration.
• A preference exists for candidates with experience preparing estate and gift tax returns.
• The position involves serving high net worth clientele with diverse backgrounds and personalities.
• An LL.M., CPA designation, or other evidence of technical tax knowledge is preferred but not required.
• The role is partnership-track.
• Hybrid work arrangements are available, with potential for full virtual work after an extended period.

Posting details

Private Client Services Mid-Level Associate

Dallas | Phoenix

Snell & Wilmer seeks to hire an associate with at least five years of experience to join its Private Client Services group. The ideal candidate will have experience in estate planning, probate, and trust and estate administration, with a preference for candidates who have experience preparing estate and gift tax returns. Strong academic credentials, excellent research, writing and drafting abilities, as well as strong oral and written communication skills required. Candidates should demonstrate the professionalism, judgement and motivation needed to serve high net worth clientele with a range of backgrounds and personalities. An LL.M., CPA designation, or other evidence of technical tax knowledge preferred but not required.

This position is open to our Dallas and Phoenix offices with a strong preference for our Phoenix office. State Bar membership is required in the jurisdiction in which the attorney will be practicing, or ability to be admitted thorough reciprocity within one year of hire. Open to hybrid work arrangements with potential for full virtual after an extended time.

This is a full-time, partnership-track position that is eligible to participate in the firm’s benefit plans, including our 401K Profit Sharing and Savings Plan with discretionary employer contribution, and is eligible for consideration for annual discretionary bonuses.

• eligible to participate in the firm’s benefit plans, including our 401K Profit Sharing and Savings Plan with discretionary employer contribution, and is eligible for consideration for annual discretionary bonuses.

Snell & Wilmer L.L.P. believes that embracing inclusion and belonging brings out the best of what each individual has to offer and inspires us to build strong and lasting connections with each other, our clients, and our communities. We are committed to creating and cultivating an inclusive environment where every employee has the right to work in surroundings that are free from all forms of unlawful discrimination. It is our policy to conduct all employment-related activities without regard to an employee’s sex, race, color, ancestry, sexual orientation, gender, gender identity, gender expression, national origin, religious creed, age, marital status, physical or mental disability, genetic information, medical condition, military condition, military or veteran status or any other basis prohibited by applicable local, state, or federal laws.

Applications accepted on an ongoing basis.