Mid-Level Private Client Services Associate

Snell & Wilmer LLP; Phoenix (AZ); Hybrid; USD 212,000 - 330,000; Full time

Job summary

Snell & Wilmer LLP seeks a Private Client Services Mid-Level Associate with at least five years of experience in estate planning, probate, and trust and estate administration. Preference for candidates with estate and gift tax return experience, LL.M., or CPA designation.

Strong writing, research, and communication skills are essential, with professionalism and discretion for high net worth clients. The role supports a hybrid work arrangement with potential for full virtual work after an

Qualifications

• Experience in estate planning, probate, and trust and estate administration is required.
• Strong academic credentials, excellent research, writing and drafting abilities, as well as strong oral and written communication skills.
• An LL.M., CPA designation, or other evidence of technical tax knowledge preferred but not required.

Responsibilities

• Join Private Client Services as a mid-level associate with at least five years of relevant experience.
• Work with high net worth clients across multiple offices (Dallas, Denver, Las Vegas, Phoenix, etc.).
• Assist in estate and gift tax return preparation and related planning matters.

Skills

Estate planning

Probate

Trusts

Tax knowledge

High net worth client service

Education

LL.M.

CPA designation

Job description

Overview

• Experience in estate planning, probate, and trust and estate administration is required, with a preference for candidates who have experience preparing estate and gift tax returns.


• The role requires professionalism, judgment, and motivation 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 is preferred but not required.


• The firm is open to hybrid work arrangements, with potential for full virtual work after an extended period.

Posting details

Private Client Services Mid-Level Associate

Denver | 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, Denver, Las Vegas, Phoenix, Portland, Reno-Tahoe, Salt Lake City, Seattle, Tucson and Washington D.C. offices with a strong preference for our Arizona offices. 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.

The annual compensation range for candidates is $212,000 – $330,000, depending on experience. 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.

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.