Senior Private Wealth Services Associate

BCG Attorney Search; Austin (TX); On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

Competitive compensation package

Excellent benefits package

Job summary

BCG Attorney Search seeks a Senior Private Wealth Services Associate for its Austin, Texas office. The role involves drafting complex estate planning documents and handling wealth management matters for high-net-worth clients in a fast-paced setting.

Ideal candidates bring 4–8 years in estate planning, a J.D. from a top law school, and a Texas Bar eligibility. LL.M. in Taxation or Estate Planning preferred, with leadership and mentoring skills to guide junior staff.

Qualifications

• Minimum of four to eight years of experience in estate planning for high-net-worth individuals.
• Proven track record in trust and estate administration and tax planning.
• Strong research, writing, and verbal communication skills.
• Experience in a fast-paced law firm setting.
• Good standing with the Texas Bar or eligibility for admission.
• Graduated from a top-tier law school or ranked in the top of their class.
• LL.M. in Taxation or Estate Planning preferred.

Responsibilities

• Design and draft complex estate planning documents, including revocable trust agreements and wealth transfer structures.
• Transfer QSBS stock, business interests, and real estate, addressing entity structures, valuation, and tax implications.
• Manage complex trust and estate administrations, including modifications and terminations.
• Conduct legal research and analysis on multijurisdictional estate planning considerations.

Skills

Legal research

Legal writing

Verbal communication

Attention to detail

Leadership

Mentoring

Supervising paralegals

Education

J.D. from a top law school

Job description

Job Overview

A law firm seeks a Senior Private Wealth Services Associate for its Austin, Texas office. This full-time position offers the opportunity to work with a diverse range of clients across various industries, providing sophisticated estate planning and wealth management services.

Duties

• Design and draft complex estate planning documents, including revocable trust agreements and wealth transfer structures.
• Transfer QSBS stock, business interests, and real estate, addressing entity structures, valuation, and tax implications.
• Manage complex trust and estate administrations, including modifications and terminations.
• Conduct legal research and analysis on multijurisdictional estate planning considerations.

Requirements

• Minimum of four to eight years of experience in estate planning for high-net-worth individuals.
• Proven track record in trust and estate administration and tax planning.
• Strong research, writing, and verbal communication skills.
• Experience in a fast-paced law firm setting.
• Good standing with the Texas Bar or eligibility for admission.

Education

• Graduated from a top-tier law school or ranked in the top of their class.

Certifications

• LL.M. in Taxation or Estate Planning preferred.

Skills

• Detail-oriented, organized, and proactive.
• Ability to supervise and mentor associates and paralegals.
• Strong leadership ability.

Benefits

• Competitive compensation package.
• Excellent benefits package.