Our client’s national Private Client Services Group advises individuals and families on sophisticated wealth planning, trust administration, complex estates, and tax matters. The group is seeking a 4–6 year associate to join its Chicago team and contribute to a varied private client practice.
The Work
- Assist individuals and families with sophisticated estate and tax planning techniques tailored to their circumstances.
- Work on the creation and administration of family offices, including matters involving family wealth and business interests.
- Administer, decant, and modify trusts, and contribute to the administration of complex estates.
- Address planning involving business interests, art, and other unusual assets.
- Analyze complex transfer tax issues arising in private client matters.
- Handle tax controversy matters before the Internal Revenue Service.
What You Bring
- Four to six years of relevant transactional experience in trust and estate planning and administration.
- Strong academic credentials.
- Excellent written and verbal communication skills.
- Experience or demonstrated capability relevant to sophisticated trust, estate, and tax planning matters.
- An LL.M. in tax is preferred but not required.
Why Consider It
Join a nationally recognized group handling sophisticated planning, trust administration, complex estates, unusual assets, and tax matters for individuals and families.
The firm describes a collaborative culture with opportunities to grow.
Compensation & Benefits
The stated annual compensation range is $365,000–$420,000, and the role is eligible for a discretionary annual bonus, 401(k), medical, dental and vision insurance, personal medical and parental leave, up to ten paid holidays, and family care benefits.
Confidentiality
This is a confidential opportunity. Contact Advocates Legal Recruiting to discuss the role and receive additional details about the client and team. All inquiries will be handled confidentially.