JCW Group · 5 hours ago
Private Client Services Associate, Tax
JCW Group is a highly regarded law firm seeking a Private Client Services Associate to join its nationally recognized practice. The role involves advising ultra-high-net-worth individuals and closely held businesses on complex estate and gift planning, transfer tax, and family governance.
Responsibilities
Draft and implement advanced estate planning structures
Advise on transfer tax and related income tax matters
Support family office and multigenerational planning initiatives
Assist with business and wealth strategies
Exposure to international planning is a plus, but not required
Qualification
Required
JD with 2–5+ years of experience servicing high net worth individuals, trusts/estates, private client services
Demonstrates strong estate tax planning skills
Strong academic credentials and excellent writing skills
Excellent communication & presentation
Preferred
LLM in taxation