Wealth Planning Associate

Min 5 yrs required

Full-time

No

Michael Best is seeking a Wealth Planning Associate with at least 5 years of experience to join our growing Wealth Planning Practice in one of our Wisconsin offices. The ideal candidate will have a . from an ABA accredited law school and excellent academic credentials, as well as experience in creating and implementing estate plans, trust and estate administration, transfer tax planning, and creating marital property agreements. This position offers a competitive base salary, outstanding benefits, and opportunities for learning and growth within a collaborative and dynamic work environment.

Salary Information:
- Starting salary for associate positions in the Denver office is $190,000
- Pay is determined based on factors such as experience and practice area depth
- Eligible for participation in the firm's bonus program and 401k plan
- Competitive base salary and comprehensive total rewards package

Job Title:
Wealth Planning Associate

Experience:
- At least 5 years of experience in creating and implementing estate plans, trust and estate administration, transfer tax planning, and creating marital property agreements
- . from an ABA accredited law school with excellent academic credentials

H1 and H2 Headings:
H1: Wealth Planning Associate Position at Michael Best & Friedrich LLP
H2: Join Our Growing Wealth Planning Practice in Wisconsin

Job Description:
- Serve as a business advisor to clients in a full range of legal matters throughout their life cycle
- Create and implement estate plans, administer trusts and estates, and handle gift and estate tax returns
- Advise clients on adapting and responding to unforeseen family and business issues, economic conditions, and tax laws
- Build strong relationships with clients through direct interaction
- Work in a collaborative and interdisciplinary environment with over 350 lawyers and technical professionals

Job Requirements:
- . from an ABA accredited law school
- Excellent academic credentials
- At least 5 years of experience in wealth planning
- Wisconsin license preferred or willingness to become licensed in Wisconsin

Benefits:
- Comprehensive and competitive total rewards package
- Opportunities for learning and growth, including career development planning and specialized training programs
- Competitive base salary and outstanding benefits, including medical, dental, and vision coverage
- Flexible remote work policy and contemporary work environment
- Positive and respectful work climate with a collaborative culture

Culture and Workplace:
- Respected organization with a growing and exciting future
- Flexible remote work policy (up to days per week)
- Contemporary work environment
- Positive and respectful work climate with a collaborative culture

How to Apply:
To be considered for this position, please submit an application via our online portal. Please contact Jennifer Hade, , with any questions.

Equal Employment Opportunity:
Michael Best & Friedrich LLP is committed to providing equal employment opportunity and maintaining a workplace free from discrimination. We do not discriminate based on age, race, religion, color, disability, marital status, sex, national origin, ancestry, ethnicity, sexual orientation, gender identity or expression, genetic information, veteran or military status, or any other status protected by applicable federal, state, or local law.

Reasonable Accommodations:
If you require a reasonable accommodation for any part of the application process due to a medical condition or disability, please contact our Recruiting team at or with your request and contact information.

Salary Information for Colorado Applicants:
Starting salary for associates in the Denver office is $190,000, with pay determined based on factors such as experience and practice area depth. Associates are eligible for participation in the firm's bonus program and 401k plan. This position also offers employer-sponsored benefits such as medical, dental, and vision coverage, as well as life, disability, and accident insurance options.

Not specified

Medical, dental, vision, health savings accounts, flexible spending accounts, wellness program, employee and family assistance program, 401(k) with company contribution, short term disability plan, long term disability plan, life insurance, critical illness insurance, parental/family leave

Not specified

Business advisory, legal matters, estate planning, trust and estate administration, gift tax returns, estate tax returns, marital property agreements, transfer tax planning, irrevocable trusts, client relationship management, tax law, legal service, business acumen

J.D. from an ABA accredited law school

Submit application via online portal, contact Jennifer Hade with any questions

Qualification and Experience J.D. from an ABA accredited law school, 5 years of experience in wealth planning, Wisconsin license preferred or willing to become licensed in Wisconsin

Legal