Trust & Estates Associate

Accounting Career Consultants; St. Louis (MO); On-site; USD 120,000 - 180,000; Full time

Job summary

Accounting Career Consultants is assisting a respected law firm in St. Louis with a Trusts & Estates practice. You will work on sophisticated estate planning, wealth transfer, tax, and business succession matters for high-net-worth individuals and business owners.

This role offers opportunities to deepen technical expertise, collaborate with seasoned practitioners, and grow a long-term Trusts & Estates practice within a collaborative, growth-oriented environment.

Qualifications

• Experience with estate planning, trust administration, and wealth transfer strategies.
• Knowledge of federal transfer taxes: estate, gift, and GST.
• Experience drafting estate planning documents including revocable/irrevocable trusts, wills, and powers of attorney.
• Exposure to advanced planning techniques such as GRATs, defective grantor trusts, charitable remainder trusts, and related wealth preservation strategies.

Responsibilities

• Advise individuals, families, business owners, and charitable organizations on estate planning and wealth preservation strategies.
• Draft and implement wills, revocable and irrevocable trusts, powers of attorney, and other sophisticated estate planning documents.
• Counsel clients on estate, gift, and generation-skipping transfer (GST) tax planning.
• Develop and execute advanced wealth transfer strategies, including GRATs, irrevocable trusts, charitable planning, and other tax-efficient planning techniques.
• Partner with business owners on succession planning and ownership transition strategies.
• Handle trust and estate administration matters, including probate and fiduciary guidance.
• Research and analyze complex federal tax and state law issues to develop practical client solutions.
• Collaborate with attorneys across practice groups to provide comprehensive planning for high-net-worth individuals, families, and closely held businesses.

Skills

Estate planning

Trust administration

Wealth transfer

Tax planning

Succession planning

Client counseling

Legal research

Job description

Why is This a Great Opportunity?

Join our client, a law firm with a highly regarded Trusts & Estates practice where you'll work on sophisticated estate planning, wealth transfer, tax, and business succession matters for high-net-worth individuals and business owners. This is an excellent opportunity to deepen your technical expertise, work alongside experienced practitioners, and continue building a long-term Trusts & Estates practice within a collaborative, growth-oriented environment.

Job Description

• Advise individuals, families, business owners, and charitable organizations on estate planning and wealth preservation strategies.
• Draft and implement wills, revocable and irrevocable trusts, powers of attorney, and other sophisticated estate planning documents.
• Counsel clients on estate, gift, and generation-skipping transfer (GST) tax planning.
• Develop and execute advanced wealth transfer strategies, including GRATs, irrevocable trusts, charitable planning, and other tax-efficient planning techniques.
• Partner with business owners on succession planning and ownership transition strategies.
• Handle trust and estate administration matters, including probate and fiduciary guidance.
• Research and analyze complex federal tax and state law issues to develop practical client solutions.
• Collaborate with attorneys across practice groups to provide comprehensive planning for high-net-worth individuals, families, and closely held businesses.

Qualifications

• Experience with estate planning, trust administration, and wealth transfer strategies.
• Knowledge of federal transfer tax matters, including estate, gift, and generation-skipping transfer (GST) tax.
• Experience drafting estate planning documents, including revocable and irrevocable trusts, wills, and powers of attorney.
• Exposure to advanced planning techniques such as GRATs, defective grantor trusts, installment sales to grantor trusts, charitable remainder trusts, and related wealth preservation strategies.
• Experience with business succession planning and/or premarital and marital agreements is a plus.
• Strong analytical, research, drafting, and client counseling skills with the ability to communicate complex legal concepts effectively.

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