Senior Associate – Estate Planning & Private Wealth
- $200,000 - $350,000
- Chicago, IL
Partnership Track | Chicago Ultra-high-net-worth estate planning role with nationally recognized team
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.
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
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
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.
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.