Private Client Services Associate Attorney, Midlevel

Job overview

The Private Client Services Associate Attorney role is listed in San Francisco, CA, with additional locations in Seattle, Bellevue, Austin, Chicago, New York, and Washington, D.C. The stated salary range is $365,000–$420,000 per year. The attorney joins a nationally recognized Private Client Services Group. The associate advises individuals and families on estate and tax planning, trust and estate administration, business interests, transfer tax matters, and family office structures. The role also supports IRS tax controversy matters and works directly with clients and experienced attorneys on complex private-client matters.

What you'll do

• Advise individuals and families on estate and tax planning
• handle complex trust and estate administration, including trust modifications and decanting
• advise on business interests, unique assets, transfer tax matters, and family office structures
• assist with tax controversy matters before the IRS
• work directly with clients and experienced attorneys.

What we're looking for

Skills & competencies

private client services associate attorney

midlevel

san francisco ca

seattle wa

bellevue wa

austin tx

chicago il

new york ny

washington dc

estate planning

trust administration

tax planning

$365k–$420k/year

Work arrangement

• Weekend coverage required

Benefits & perks

• Discretionary bonus
• 401(k)
• medical, dental, and vision insurance
• paid holidays and leave
• family care benefits.

Why this role

Seeks 4–6 years of trust and estate planning or administration experience; an LL.M. in Taxation is preferred but not required.

About the employer

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