14 hours ago
Pittsburgh Junior to Midlevel Private Wealth Associate
Key requirements
Experience in estate and tax planning, servicing family offices, and business succession planning Complex document drafting experience Estate and trust administration experience Legal and tax research experience
The role
K&L Gates is seeking a junior to midlevel Private Wealth Associate with 2-5 years of experience for its Charlotte or Pittsburgh office. The role focuses on estate and tax planning for high-net worth families, servicing family offices, and business succession planning, involving complex document drafting and client contact.
What you'll do
- Draft complex documents including wills, trust agreements, settlement agreements, shareholders agreements, etc.
- Administer estates and trusts
- Conduct legal and tax research
- Prepare transfer tax returns
- Manage projects
- Engage in direct client contact
- Manage and grow client relationships
What we're looking for
Experience in estate and tax planning, servicing family offices, and business succession planning
Complex document drafting experience
Estate and trust administration experience
Legal and tax research experience
Transfer tax return preparation experience
Project management experience
Client relationship management experience
Sophisticated written and oral communication skills
J.D. from an accredited law school
Admitted to practice law in Pennsylvania, North Carolina, or South Carolina (or eligible to waive into the bar of any such state)
Openness to licensure in Florida
Strong academic credentials
Ability to work independently and as part of a team
Commitment to providing the highest quality client service
Benefits
Medical/Prescription Drug Coverage (including a Health Savings Account feature)
Pre-tax Commuting Benefits
Dental Insurance
Business Travel Accident Insurance
Vision Insurance
Pet Insurance
401(k) Retirement plan
Health Advocacy Services
Short- and Long-term Disability Protection
Identity Protection/Restoration and Fraud Insurance
Life Insurance (including Basic, Supplemental, Spouse, Child, and Accidental Death and Dismemberment)
Student loan refinancing options and access to a student loan concierge service
Paid Time Off (Generally, paid time off is undefined with 3-4 weeks usually acceptable)
Addiction Resources
Parental Leave (24 weeks of which 12 are paid; short-term disability may provide additional paid time off)
Breast Milk Delivery and Lactation Support Services
Paid Holidays (12)
Family Building Benefits
Pro Bono Opportunities
Flexible Spending Accounts
Professional Development and CLE Credit Opportunities
Employee Assistance Program
Bar Expense Reimbursement
529 Deductions
Relocation
Accident Insurance
Balanced Hours Program
Critical Illness Insurance
Ramp-Up/Ramp-Down Program
Hospital Indemnity Insurance
Employee Referral Program
Bereavement Leave
Hybrid/Remote Work Opportunities
Back-up Child/Elder Care and access to a caregiving concierge
Technology, Entertainment, and Travel Discount Program
Wellness Program
All other benefits (such as leaves of absence) required by law
Hiring contacts
MM
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Pittsburgh Junior to Midlevel Private Wealth Associate
K&L Gates · Charlotte / Pittsburgh · $210,000 – $330,000
Charlotte / Pittsburgh · $210,000 – $330,000