Interlink Talent Solutions · 5 days ago
Trusts and Estate Planning Partner
Dallas, TX
Full-time
Onsite
Senior Level, Lead/Staff, Director/Executive
$500K/yr - $1,000K/yrInterlink Talent Solutions is seeking a Trusts and Estate Planning Partner for their Dallas office who is dedicated to providing customized planning strategies for high-net-worth clients. The role involves advising clients on a range of estate planning matters and collaborating with other professionals to develop tailored wealth strategies.
Staffing & Recruiting
Hiring Manager
Louis Rosenthal
Responsibilities
Serve as a trusted advisor to clients in estate, income tax, retirement, charitable giving, and business succession planning
Collaborate with clients’ financial advisors, accountants, and other professionals to develop holistic and tailored wealth planning strategies
Advise closely held and family-owned businesses on tax-efficient operational structures, entity formation, ownership transitions, sales, and liquidation
Maintain and expand client relationships through proactive engagement and thought leadership
Stay current with evolving tax legislation and estate planning trends to provide cutting-edge counsel
Qualification
Required
JD from an accredited law school and active membership in the Texas Bar (or eligibility to waive in)
Extensive experience in trusts and estates law, including tax and wealth planning for high-net-worth individuals and families
Proven expertise in business succession planning, charitable giving strategies, and entity structuring
Strong interpersonal and communication skills with a demonstrated ability to build client confidence and long-term partnerships
Leadership experience and a commitment to collaborative client service
Benefits
Comprehensive health, dental, and vision insurance.
401(k) plan with firm contributions.
A collaborative, collegial environment with a strong team culture.
Resources and support for business development and practice growth.
A respected platform for delivering exceptional legal services in estate and wealth planning.
Company
Interlink Talent Solutions
Here at Interlink, we’re a specialized legal recruitment agency with over a decade of experience connecting top-tier legal professionals with leading firms across the U.S., UK, and internationally.
Founded in 2011
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase