Private Wealth Associate — Estate Planning, Phoenix
- LocationPhoenix, Arizona
- Work typeOn-site
- Experience3–5 PQE
- PracticeEstate Planning, Tax
An Am Law 200 firm
Apply in confidence →Growing national law firm seeks a Private Wealth Associate to join its Phoenix private wealth/estate planning team. The role involves sophisticated estate planning and drafting, trust and estate administration, estate and gift tax work, and charitable planning.
The associate will collaborate with attorneys across offices within the firm's financial services-related practice group, handling complex client matters and balancing multiple matters under deadline. The position supports a mix of advisory and administration work and offers exposure to cross-office engagements.
Candidate should be committed to community engagement and contributing to an inclusive team culture. Competitive compensation and benefits are offered.
- 3–5 years post-qualification experience in private wealth / estate planning practice
- Prior law firm experience required
- Experience drafting estate planning documents, trust & estate administration, and charitable planning; familiarity with estate and gift tax issues
- Active Arizona bar license or commitment to obtain promptly
- Strong academics, excellent interpersonal skills, solid judgment, and ability to manage multiple projects under pressure
Apply for this role
Confidential. We never contact your current employer.
We’ve sent a confirmation to . If it’s not in your inbox, please check your spam folder.
Follow Sartori & Partners on LinkedIn