Private Wealth Services Associate

1-4 yrs required

Full-time

No

Law Firm Private Wealth Services Associate

Job ID: 2951

Position: Associate (Lateral)

Location: Charlottesville

Practice Area: Tax & Employee Benefits

Open Date: Wednesday, January 3, 2024

Job Function: Legal

Contact: Alison Rogers


Law Firm is looking for a skilled Private Wealth Services Associate to join its team. The Associate will be responsible for providing legal and financial assistance for business and high-net-worth clients. This position is based in Charlottesville and offers a competitive salary and excellent benefits.

## Overview of Law Firm Private Wealth Services Associate

Law Firm provides a wide range of legal and financial assistance to its business and high-net-worth clients. Its team of partners draw from experience gained as stakeholders and government officials who helped to shape the laws, policies, and enforcement measures that the firm navigates daily on behalf of its clients.

The firm represents individuals, corporations, nonprofit organizations, and other business entities in tax audits at federal, state, and local government levels. It also regularly represents clients before federal, state, and local tax authorities; before state trial and appellate courts; and in the . Tax Court, . Court of Federal Claims, federal district courts, and federal courts of appeals.

The Private Wealth Services team focuses on the unique needs of high-net-worth clients around the globe, including estate planning, gift and estate tax law, and family business succession issues.

## Responsibilities of Law Firm Private Wealth Services Associate

The Private Wealth Services Associate will be responsible for providing legal and financial assistance to high-net-worth clients. This will include:

* Representing clients in tax audits at federal, state, and local government levels
* Representing clients before federal, state, and local tax authorities; before state trial and appellate courts; and in the . Tax Court, . Court of Federal Claims, federal district courts, and federal courts of appeals
* Providing estate planning, gift and estate tax law, and family business succession advice

## Qualifications for Law Firm Private Wealth Services Associate

Qualified candidates should have:

* 1 – 4 years of law firm experience in sophisticated estate planning, trust and estate administration, and fiduciary dispute matters, as well as business and income tax issues
* Excellent academic credentials
* Solid law firm work experience, including client interaction

## Salary and Benefits

Law Firm offers its attorneys a competitive salary with hours and merit bonus opportunities, billable hours credit for pro bono work, and a hybrid in office/remote option allowing flexibility and work-life balance.

California residents have special rights with respect to personal information. If you are a California resident applying for a position at Law Firm, our statement describes your rights and personal information the firm collects.

Search firms with a current agreement in place with Law Firm may submit materials through the Law Firm Search Firm Portal. Please reach out to the Attorney Recruiting Manager listed above to gain registration access if needed. All other unsolicited submissions by search firms will be deemed not accepted.

Not specified

Excellent benefits, billable hours credit for pro bono work

Not specified

Legal, financial assistance, business tax, employee benefits, executive compensation, tax audits, estate planning, gift and estate tax law, family business succession, fiduciary dispute matters, income tax issues

JD degree

Submit materials through McGuireWoods Search Firm Portal

Qualification and Experience JD degree, active bar membership

Legal