Private Client Services Associate

The role

The associate will work on estate planning, trust and estate administration, and transfer tax matters for high-net-worth individuals, families, and business owners. They will develop customized strategies to preserve wealth and address tax and succession issues.

What you will do

• Advise clients on estate planning, wealth preservation, and wealth transfer strategies
• Draft wills, revocable and irrevocable trusts, powers of attorney, advance directives, and other estate planning documents
• Assist with trust and estate administration, including probate proceedings, filings, asset transfers, and account administration
• Prepare and review estate, gift, and fiduciary income tax filings
• Assist with audits and other tax-related matters
• Conduct legal research and draft memoranda on tax, probate, trust administration, and other private wealth issues
• Participate in client meetings and develop tailored planning strategies
• Collaborate with attorneys across corporate, real estate, and other practice areas

Required qualifications

• J.D. from an accredited law school with strong academic credentials
• Strong work ethic, initiative, and commitment to delivering outstanding client service
• Relevant experience or demonstrated interest in estate planning, tax, private wealth, or related areas
• Ability to work collaboratively in a team environment
• Strong written and oral communication skills
• Strong drafting, analytical, and client counseling skills
• Indiana bar admission, or eligibility to obtain admission promptly after hire

Nice to have

• Experience is preferred for junior candidates
• Experience working with high-net-worth individuals, families, fiduciaries, executives, or closely held business owners

Benefits

• Meaningful mentorship
• Professional development
• Client contact
• Opportunities to collaborate with attorneys across multiple offices

Before you apply

• Current law students, including 3Ls, are not eligible
• The firm will not consider resumes submitted by external agencies or recruiters

About the company

Barnes & Thornburg LLP is an AmLaw 100 firm with 26 offices. The firm has an inclusive, collegial, and supportive atmosphere.