What are the responsibilities and job description for the Trust and Estates Associate position at Tekcogno?
Position Name - Trust and Estates Associate
Location – Dallas, TX & Madison, WI
Description
Seeking an associate with 3-5 years of experience to join the Estate Planning Practice Group in our Dallas office.
About the Role:
Estate Planning attorneys provide a full range of sophisticated estate planning, trust
administration, and wealth management services to individuals, businesses, and charitable
organizations.
Qualifications & Experience:
Qualified candidates must have experience in:
Estate plan drafting, estate and trust administration, estate and gift tax planning, and business
succession planning.
Drafting complex estate plans and business succession planning documents for high-net-worth
individuals.
Drafting charitable giving documents.
Counseling clients on income, gift, estate, and generation-skipping tax planning.
Assisting with probate proceedings for both taxable and non-taxable estates.
Preparing Federal gift and estate tax returns.
Tax-exempt organization planning.
What We’re Looking For:
We seek a well-rounded, dynamic, and highly motivated associate who:
Has strong document drafting, communication, and interpersonal skills.
Brings a positive attitude and exceptional work ethic.
Can work directly with senior attorneys and clients.
Thrives in a sophisticated and collegial practice environment.
Preferred Qualifications: Undergraduate degree in accounting or graduate degree in Tax preferred.
Requirements:
J.D. from an ABA-approved law school. Must be in good standing and an active member of the bar in the jurisdiction(s) where admitted.
Timely admission to the Texas Bar is a condition of employment.
Job Type: Full-time
Pay: $69,800.00 - $150,000.00 per year
Ability to Commute:
- Dallas, TX 75249 (Required)
Work Location: In person
Salary : $69,800 - $150,000
