Mid Tax Associate Wealth Transfer ATS

Job summary

Houston
Legal

Work model

Fully remote
Only United States
2 days ago
Job description

Estate & Wealth Transfer Planning Attorney

New Gig Solutions -- Confidential Client

Location: Fully Remote

New Gig Solutions is partnering with a growing and highly sophisticated legal practice seeking an experienced Estate & Wealth Transfer Planning Attorney to join its team in a fully remote capacity.

This opportunity is ideal for an attorney who enjoys highly technical estate planning work, complex trust structures, and strategic wealth transfer planning for high-net-worth clients. The role is heavily focused on drafting, implementation, and execution of advanced planning strategies rather than litigation or compliance-heavy work.

The ideal candidate will thrive in a structured environment, enjoy independent technical work, and bring strong attention to detail and follow-through.

Key Responsibilities

  • Draft and implement sophisticated trust and wealth transfer structures
  • Support advanced gifting strategies, estate freeze planning, and business succession matters
  • Prepare detailed planning memoranda and implementation documentation
  • Translate complex planning concepts into actionable implementation steps
  • Coordinate with attorneys, clients, advisors, CPAs, and financial professionals
  • Ensure accuracy, organization, and consistency throughout all planning and execution phases

Qualifications

  • J.D. from an accredited law school
  • LLM in Taxation strongly preferred or equivalent advanced experience
  • 4--8 years of post-JD experience in tax, estate, or wealth transfer planning
  • Strong drafting and implementation experience required
  • Experience from a law firm, private client practice, or Big 4 environment welcomed
  • Candidates focused primarily on tax compliance work are unlikely to be a fit
  • Excellent organizational, analytical, and communication skills

Compensation & Benefits

  • Base salary ranging from $155,000 -- $165,000 DOE
  • Strong bonus potential based on performance
  • Comprehensive healthcare and retirement benefits
  • PTO, paid holidays, CLE support, and bar dues assistance
  • Fully remote work environment
  • Long-term growth opportunities within a collaborative and expanding practice

Compensation: $165,000 per year