Private Client Services Associate, Multiple US Locations · Leading Private Wealth Firm

A senior-level private client role focused on sophisticated estate and wealth planning for individuals, families, and business owners. You'll handle trust administration and modification, complex estate settlement, transfer tax planning, and IRS representation. The practice works with family office structures and advises on tax treatment of substantial or unusual assets including business interests and collections.

The work:

• Advise on estate planning strategies and trust administration procedures
• Handle trust modifications, decanting, and complex estate administration
• Manage transfer tax analysis and IRS controversy representation
• Work with business owners on succession planning and asset protection
• Assist with family office development and structure

What they're looking for:

• Four to six years in trust and estate planning and administration
• Strong written and verbal communication skills
• Excellent academic credentials
• LL.M. in tax preferred but not required
• Ability to manage sophisticated client relationships