Private Wealth Associate Attorney

Kristy Carbajal; Denver (CO); On-site; USD 250,000 - 350,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid holidays

Parental leave

Wellness programs

Life insurance

Disability insurance

Job summary

An Am Law 100 firm in Denver seeks a mid-level Private Wealth Associate to handle sophisticated wealth planning, tax analysis, and estate administration for high-net-worth clients. The role offers significant client contact and cross-disciplinary collaboration.

The ideal candidate will have a J.D., 4+ years in trusts and estates, and strong writing and research skills, with a preference for an LL.M. in Taxation and Colorado admission or eligibility.

Qualifications

• 4+ years of trusts and estates experience, with a strong foundation in estate planning and wealth transfer.
• J.D. from an accredited law school is required; LL.M. in Taxation is preferred.
• Admission to Colorado or eligibility for admission is required; ability to work independently and in a team.

Responsibilities

• Draft sophisticated estate planning documents, including trusts and wills.
• Conduct legal research and tax analysis related to wealth transfer and estate planning strategies.
• Prepare and review gift and estate tax returns.
• Advise clients on entity selection, formation, governance, and succession planning.
• Manage complex projects and maintain direct client relationships.
• Collaborate with tax, corporate, and private wealth teams to deliver comprehensive solutions.

Skills

Trusts and estates

Legal research

Tax analysis

Client management

Written communication

Education

J.D. from an accredited law school

LL.M. in Taxation

Tools

Westlaw/Lexis

Job description

Private Wealth Associate (Denver, CO)

Our client, an Am Law 100 firm, is seeking a mid-level Private Wealth Associate to join its Denver office. This is an excellent opportunity for an attorney with 4+ years of trusts and estates experience who is looking to work on sophisticated wealth planning, tax, and estate administration matters within a nationally recognized private wealth practice.

The successful candidate will work on a wide range of complex matters, including estate planning, trusts and estates, tax analysis, gift and estate tax return preparation, entity selection and structuring, and governance issues involving LLCs, partnerships, and S-corporations. The role offers significant client contact, project management responsibilities, and the opportunity to work closely with high-net-worth individuals, families, business owners, and fiduciaries.

Responsibilities

• Draft sophisticated estate planning documents, including trusts, wills, and related instruments.


• Conduct legal research and tax analysis in connection with wealth transfer and estate planning strategies.


• Prepare and review gift and estate tax returns.


• Advise clients on entity selection, formation, governance, and succession planning matters.


• Manage complex projects and maintain direct client relationships.


• Collaborate with attorneys across tax, corporate, and private wealth disciplines to deliver comprehensive solutions.

The ideal candidate will have at least four years of trusts and estates experience, with a strong foundation in estate planning, trust administration, wealth transfer planning, and related tax matters. Candidates should possess excellent research, analytical, writing, and communication skills, along with the ability to manage multiple priorities in a fast-paced environment. A strong client-service mindset, project management capabilities, and a collaborative approach are essential. A J.D. from an accredited law school with strong academic credentials is required, while an LL.M. in Taxation is preferred. Candidates must be admitted in Colorado or eligible for admission and should be comfortable working both independently and as part of a team.

This is an opportunity to join a nationally recognized Private Wealth and Tax practice within an Am Law 100 firm, working on sophisticated planning, tax, and wealth preservation matters for high-net-worth individuals, families, and closely held businesses. Attorneys will receive mentorship from experienced practitioners while enjoying meaningful client contact, substantial responsibility, and opportunities for long-term professional growth. The position offers a competitive salary ranging from $250,000 to $350,000, performance- and hours-based bonus opportunities, and a comprehensive benefits package that includes medical, dental, and vision coverage, a 401(k) plan, paid holidays, parental leave, wellness programs, family care resources, and life, accident, and disability insurance.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.