Senior Associate - Estate Planning & Private Wealth

Partnership Track | Chicago Ultra-high-net-worth estate planning role with nationally recognized team This Jobot Job is hosted by: Dana Paulo Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $200,000 - $350,000 per year A bit about us: Ultra-high-net-worth estate planning role with nationally recognized team. Handle complex wealth transfers for $50M+ families, family offices, and entrepreneurs. Direct client responsibility from day one. The work: Multi-generational planning, sophisticated trust structures, business succession, philanthropy. Real impact on client wealth preservation across generations. The trajectory: Clear path to partnership. Mentorship from top practitioners. Business development opportunities. Why join us? As a Senior Associate specializing in sophisticated estate planning and wealth management strategies, you'll work alongside nationally recognized practitioners serving ultra-high-net-worth families, family offices, and institutional clients across the Midwest region. Our team is renowned for delivering innovative, tax-efficient solutions while maintaining the highest standards of client service and professional excellence. You'll collaborate with a diverse group of professionals who are passionate about protecting and growing client wealth across generations. Job Details Key Responsibilities Client Advisory & Relationship Management Develop and maintain relationships with high-net-worth individuals, family offices, and their professional advisors Lead client meetings and presentations on complex planning opportunities Coordinate with tax, investment, and insurance professionals to deliver integrated solutions Technical Excellence Draft sophisticated estate planning documents including wills, trusts, and business agreements Analyze complex tax regulations and their impact on client planning Structure and implement advanced wealth transfer techniques Manage estate and trust administration matters Business Development Support practice growth through thought leadership and client relationship development Participate in industry conferences and professional organizations Contribute to firm publications and marketing initiatives Required Qualifications Juris Doctor from a top-tier law school with superior academic performance Active Illinois bar membership (or ability to obtain admission by motion) LL.M. in Taxation strongly preferred Experience & Expertise 6-8 years of sophisticated estate planning experience at a premier law firm or trust company Demonstrated expertise in federal gift, estate, and generation-skipping transfer tax regimes Proven track record working with ultra-high-net-worth clientele ($50M+ net worth) Experience with family office structures and governance Skills & Attributes Exceptional analytical and problem-solving capabilities Outstanding written and verbal communication skills Ability to explain complex concepts clearly to non-legal audiences Strong project management skills with attention to detail Collaborative approach with ability to work across practice groups What We Offer Competitive Compensation Package Base salary commensurate with experience Performance-based annual bonus Comprehensive benefits including health, dental, vision, and retirement plans Professional development stipend and CLE support Professional Growth Opportunities Mentorship from nationally recognized practitioners Leadership opportunities within the practice group Path to partnership for exceptional performers Access to cutting-edge legal technology and resources Work-Life Integration Flexible work arrangements including hybrid remote options Generous paid time off and sabbatical opportunities Wellness programs and mental health support Family-friendly policies including parental leave Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Created: 2025-09-27