Senior Associate - Private Client Services

Job overview

The Senior Associate - Private Client Services is an onsite role based in Santa Teresa, NM. Compensation is specified as $200,000 - $250,000 per year, supporting a private client services group at a law firm. This role exists to draft sophisticated planning documents and advise clients on estate settlement. The position contributes to the firm's goals by assisting partners in designing tax-advantaged strategies for ultra-high-net-worth families.

What you'll do

• Prepare and revise planning documents (wills, trusts), advise clients through estate settlement, perform tax research, assist partners with tax-advantaged strategies, and maintain communication with clients and advisors.

What we're looking for

Skills & competencies

full-time

santa teresa nm

senior associate

attorney

estate planning

trusts

tax law

wealth transfer

litigation

law firm

$200k-$250k/yr

onsite

Work arrangement

• Weekend coverage required

Benefits & perks

• Health insurance, 401(k), professional development

Why this role

Sophisticated work, high-net-worth clients, collaborative practice.

About the employer

Jobot is hiring for this role. Industry: Offices of Lawyers. Sector: 54.