Private Wealth Associate

BCL Legal; Town of Texas (WI); On-site; USD 245,000 - 320,000; Full time

Job summary

BCL Legal is seeking a Private Wealth Associate based in Dallas for a Global Am Law 100 firm. The candidate will bring 2-4 years of high net-worth estate planning experience, work with wealthy families and family office structures, and handle trusts and estates administration, probate filings, and tax return preparation.

Strong academic credentials and a client-team oriented work ethic are essential. Please attach resume and law school transcript to your application.

Qualifications

• 2-4 years of experience in high net-worth estate planning.
• Experience with high-net-worth families and family office structures, trusts and estates.
• Strong academic credentials and client-team focused work ethic.

Responsibilities

• Assist with high net-worth estate planning and administration.
• Prepare and file estate tax and gift tax returns.
• Support probate filings and related estate planning activities.

Skills

Estate planning

Client relations

Job description

Private Wealth Associate, Dallas

We have a role for a Private Wealth Associate based in Dallas with a Global Am Law 100 law firm.

Ideally the team are looking for 2-4 years of experience in high net-worth estate planning at a nationally or regionally recognized Trusts & Estates practice is required.

Experience working with high-net-wealth families and family office structures, trust and estate planning estate administration, probate filings, preparing and filing estate tax and gift tax returns, and related activities is preferred.

All candidates must have excellent academic credentials, strong interpersonal skills, and a client-team focused work ethic.

Qualified candidates should attach a copy of their resume and law school transcript with their application to [e-mail]

The estimated salary range for this position is $245,000 to $320,000. Salary determinations are based on numerous factors, such as, but not limited to class and graduation year, job history, and experience within the desired practice area of the selected candidate.

BCL Legal is an equal opportunities employer.