Private Client Services (Entry Level - 4 years) - Minneapolis, MN

Lathrop GPM LLP

Minneapolis (MN)

On-site

USD 135,000 - 150,000

Full time

14 days+
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Benefits offered by this job

Health care
Retirement plan
Parental leave
Disability benefits

Job summary

Lathrop GPM LLP in Minneapolis seeks an associate for the Private Client Services group. Entry-level candidates through four years of experience are welcome.

The ideal candidate will be interested in family, financial, business and tax matters, including gift and estate tax planning, estate and trust administration, charitable planning, and family succession planning. The firm offers a comprehensive benefits plan and a competitive compensation package.

Qualifications

  • Interest in family, financial, business and tax matters.
  • Knowledge of gift and estate tax planning, estate and trust administration.
  • Strong analytical and writing abilities.

Responsibilities

  • Assist with family, financial, business and tax planning matters for clients.
  • Assist with estate tax planning and estate/trust administration.

Skills

Analytical thinking
Written communication
Interpersonal skills
Interest in family tax planning

Job description

Lathrop GPM is actively seeking an associate to join our Private Client Services practice group in Minneapolis. We will consider entry-level candidates through 4 years of experience. The ideal candidate will have a strong interest in all aspects of clients’ family, financial, business and tax matters, including gift and estate tax planning, estate and trust administration, charitable planning, and family succession planning. They will also possess an active Minnesota bar license, strong academic credentials, exceptional analytical and writing abilities, and outstanding interpersonal skills.

The practice group works closely with individuals, families, and their professional advisors across the United States to accomplish their personal, financial, and philanthropic goals. The group's clients include executives, entrepreneurs, ultra-high net worth families, family offices, owners of family-owned and privately held businesses, banks and trust companies, and charitable organizations.

The current anticipated salary range is $135,000 - $150,000. This position has a reduced billable hours expectation and actual initial salary may be above or below the identified range based on relevant skills, training, experience, and other job-related factors consistent with applicable law.

A full comprehensive benefit plan is provided and includes

  • health care
  • retirement plan
  • parental leave
  • short/long term disability

Lathrop GPM is a full-service, Am Law 200 law firm with 14 offices nationwide. Our clients are at the heart of everything we do. We offer a competitive compensation and benefits package, and a professional, challenging, yet comfortable working environment.

We celebrate and support diversity and the benefits it brings to our workplaces, clients and communities. We are proud to be an equal opportunity workplace and an affirmative action employer. It is the employment policy and practice of Lathrop GPM to recruit and hire employees without discrimination because of race, color, sex, gender, religion, age, national origin, military status, genetic information, disability, sexual orientation, gender identity or any other status protected by applicable law.

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