Private Client Associate — Estate & Tax Planning, Hybrid

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

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.