Estate Planning Tech Specialist UHNW Clients
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-06-05
Listing for:
Goldman Sachs Bank AG
Full Time
position Listed on 2026-06-05
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A leading financial services firm in Dallas is seeking an Associate for their Family Office division. The role involves developing a Digital Estate Planning solution, providing expert advice on estate planning, and supporting ultra-high-net-worth clients. Candidates should have at least four years of experience in U.S. tax law, trust, or estate advisory roles. A Bachelor's degree is required, with CPA or JD being a plus.
Excellent interpersonal skills and a client-friendly approach are essential for success.
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