Private Wealth Services Associate (Senior-Level) - AUS
Joseph Agostino
Greenberg Traurig (GT), a global law firm, has an exciting full-time employment opportunity for a highly skilled Associate in the Private Wealth Services Practice of our Austin office. We offer competitive compensation and an excellent benefits package. GT is consistently among the top firms on the Am Law Global 100; the associate will have the opportunity to work with clients, large and small, from variety of industries across the country. Job Requirements We are seeking a senior‑level associate (with a minimum of four to eight years of experience) with a proven track record in sophisticated estate planning for high‑net‑worth individuals and families, trust and estate administration, and gift, estate, and generation‑skipping transfer tax planning. Exceptional mid‑level candidates with strong credentials and demonstrated leadership ability will also be considered. This is a hands‑on role for someone ready to hit the ground running in a fast‑paced, collaborative environment. The Ideal Candidate is highly detail‑oriented, organized, proactive, and able to supervise and mentor other associates and paralegals, while managing multiple complex matters. has excellent academic and working credentials, strong research, writing, and verbal communication skills and a background practicing trusts and estates in a law firm setting. has prior experience in a fast‑paced law firm setting. is in good standing with the Texas Bar, or eligible for admission to the Texas Bar. ranked in the top of their law school class or graduated from a top‑tier law school. may have an LL.M. in Taxation or Estate Planning (strongly preferred, though not required if the candidate otherwise has a solid trusts and estates background). Representative Experience Designing and drafting complex estate planning documents, including revocable trust agreements, ILITs, SLATs, IDGTs, GRATs, and related wealth transfer structures. Transferring QSBS stock, business interests, and real estate, including addressing the complexities of entity structures, valuation, succession planning, and tax implications. Managing and overseeing complex trust and estate administrations, including trust modifications, decantings, mergers, nonjudicial settlement agreements, and trust terminations. Conducting sophisticated legal research and analysis involving multijurisdictional and occasionally cross‑border estate planning considerations. Practice Summary Greenberg Traurig’s Private Wealth Services Department is dedicated to guiding individuals and families through the complexities of wealth transfer and estate planning. Our attorneys deliver comprehensive, integrated advice on income and transfer tax matters, always considering current and anticipated changes in tax and state laws that may impact our clients’ plans. With deep experience in structuring sophisticated estate plans—including business interests, real estate, and advanced wealth transfer techniques—GT attorneys collaborate closely with clients to develop tailored strategies that preserve, protect, and maximize their legacies. Leveraging a robust national and international platform, we provide personalized solutions and seamless counsel in the locations most convenient for our clients. GT is an EEO employer with an inclusive workplace committed to merit‑based consideration and review without regard to an individual’s race, sex, or other protected characteristics and to the principles of non‑discrimination on any protected basis. #J-18808-Ljbffr Greenberg Traurig, LLP
- Private Wealth Services Associate (Senior-Level) - AUS page is loaded## Private Wealth Services Associate (Senior-Level) - AUSremote type: Onsitelocations: Austintime type: Full timeposted on: Posted Yesterdayjob requisition id: JR202600644Greenberg Traurig (GT), a global...SeniorPrivateFull timePrivate practiceWork at office
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- Job Overview A law firm seeks a Senior Private Wealth Services Associate for its Austin, Texas office. This full-time position offers the opportunity to work with a diverse range of clients across various industries, providing sophisticated estate planning and wealth management...SeniorPrivateFull timeWork at office
- ...7336 Location: Austin (AUS), Dallas (DAL), Houston... ...of Interest: Finance; Private Banking Pay Transparency... ...preserve, and protect their wealth is what you'll do as a... ...for making and servicing commercial and individual... ...Experience Requirements This level of knowledge is...SeniorPrivate
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...compliance and consulting services to individual clients... ...Deloitte’s growing Private Wealth practice! Recruiting for... ...You’ll Do As a Tax Senior in our Private Wealth... ...you will perform high-level reviews of tax research... ...geographic differential associated with the location at...SeniorPrivatePrivate practiceWork at officeLocal area- ...include ensuring compliance with fiduciary standards, developing business through relationships, and delivering exceptional client service. This role offers a unique opportunity to contribute to a dynamic team in the Private Wealth sector. #J-18808-Ljbffr BOK FinancialSeniorPrivate
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...Markets and Accounting Advisory Services)Management LevelSenior... ...Accounting Advisory Services - Senior Associate, you will provide strategic... ...related to both public and private deals, as well as other significant... ...hire experienced or entry level job seekers who will need,...SeniorPrivateFull timeH1b- Bank of America is seeking a senior investment professional to design and manage discretionary portfolios for high-net-worth clients in... ...staff while driving business development and client retention in a dynamic wealth-management environment. #J-18808-Ljbffr Bank of AmericaSeniorPrivate
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- ...ID: 77337 Location: Austin -AUS, Dallas -DAL, Houston -HOUS,... ...is a top U.S.-based financial services holding company with operations... ...like yourself to join our Private Wealth team as a Trust Officer. You... ...Experience RequirementsThis level of knowledge is normally acquired...SeniorPrivate
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$26 - $30 per hour
Job Title: Wealth Advisor Services Associate Seniority Level: Associate Comp: $26.00-$30.00 per hour + 6% yearly discretionary bonus Location: 900 S Capital... ...products and services. About HUB Retirement & Private Wealth (RPW) We lead our communities with integrity,...PrivateHourly payFull timeWork at officeLocal areaMonday to Friday- ...Advise on entity formation, joint ventures, private investments, and financing structures.... ...-value transactions. Benefits: Full-service benefits package, including medical,... .... This opportunity is ideal for a mid-level or senior commercial real estate attorney seeking...SeniorPrivateWork at office
- ...Job Description Job Description Private Wealth Services Associate (1+ Years) – Austin, TX (Onsite) Full-Time | Estate Planning | Competitive Compensation + Bonus Direct Counsel represents a well-regarded Am Law firm seeking a Private Wealth Associate to join its...PrivateFull timePrivate practiceWork at office
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$171.6k - $338.3k
...support and advisory services, covering areas... ...strategic buyers and private equity investors... ...and apply to this Senior Manager role today... ..., and tax risks associated with transactions... ...clients include asset, wealth, and investment... ...development From entry-level employees to...SeniorPrivateLocal areaVisa sponsorship- ...experiences while developing new business relationships. Ideal candidates will have a Bachelor's Degree in Business and substantial experience in trust administration. Join a dynamic team dedicated to offering outstanding client services. #J-18808-Ljbffr BOK FinancialSeniorPrivate
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$100k - $112k
...expertise across public and private markets. We invest our... ...closely with the Global Wealth, Client Management, operations... ..., analytics, and account servicing.We are seeking a Senior Associate, Digital Product Manager... ...grow into senior and VP‑level product leadership roles...SeniorPrivateFull timeFlexible hours- ...ID: 77074 Location: Austin -AUS Areas of Interest: Wealth Management Application... ...wealth. Job Description The Private Wealth Advisor is primarily... ...integrity, and personalized service, focusing on long-term client... ...Experience Requirements This level of knowledge is normally...PrivateWork experience placementWork at office
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