Private Client Services Associate

Posted Yesterday
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Indianapolis, IN, USA
In-Office
Entry level
Legal Tech • Software
The Role
Associate attorney advising high-net-worth individuals, families, business owners, executives, and fiduciaries on estate planning, trusts, probate, wealth transfer, succession, charitable planning, and related tax matters. Responsibilities include drafting estate documents, supporting trust and estate administration, preparing tax filings, conducting legal research, counseling clients, and collaborating across practice areas. The role is based in Indianapolis and is open to licensed attorneys at all experience levels.
Summary Generated by Built In

Barnes & Thornburg LLP is seeking an associate attorney to join its Indianapolis office in the firm’s Private Client Services practice. The associate will work on sophisticated estate planning, trust and estate administration, and transfer tax matters for high-net-worth individuals, families, business owners, executives, and fiduciaries within a collaborative AmLaw 100 platform.

The Private Client Services Group handles complex estate planning, wealth preservation, wealth transfer, charitable planning, and related tax matters for high-net-worth individuals, families, business owners, and closely held businesses. The practice offers a collegial, team-oriented environment with meaningful mentorship, professional development, client contact, and opportunities to collaborate with attorneys across multiple offices.

Attorneys work closely with colleagues, clients, and their advisors to develop customized strategies that preserve wealth, accomplish family and business objectives, and address complex tax and succession issues. Matters may include probate, business succession planning, family governance, and related tax-driven planning; responsibility and client ownership will be tailored to the associate’s experience level.

This position is open to licensed attorneys at all experience levels, from junior through senior associates. Current law students, including 3Ls, are not eligible for this role.

The position is based in our Indianapolis office, and in-person presence is preferred to support collaboration, mentorship, and exceptional client service. We are open to discussing alternative work arrangements for the right candidate.

Responsibilities
  • Advise clients on estate planning, wealth preservation, and wealth transfer strategies, with responsibility scaled to the associate’s experience level

  • Draft wills, revocable and irrevocable trusts, powers of attorney, advance directives, and other estate planning documents

  • Assist with trust and estate administration, including probate proceedings and filings, asset transfers, fiduciary communications, and account administration

  • Prepare and review estate, gift, and fiduciary income tax filings; assist with audits and other tax-related matters; and stay current on relevant tax laws, estate planning strategies, and industry developments

  • Conduct legal research and draft memoranda on tax, probate, trust administration, and other private wealth issues

  • Participate in client meetings and develop tailored planning strategies, including business succession, family governance, and related tax considerations

  • Collaborate with attorneys across corporate, real estate, and other practice areas, as well as the broader Private Client Services Group, to deliver coordinated, high-quality counsel

Qualifications
  • J.D. from an accredited law school with strong academic credentials

  • Strong work ethic, initiative, and commitment to delivering outstanding client service

  • Relevant experience or demonstrated interest in estate planning, tax, private wealth, or related areas, including through internships, externships, coursework, or post-graduation work; experience is preferred but not required for junior candidates

  • Experience working with high-net-worth individuals, families, fiduciaries, executives, or closely held business owners preferred

  • Ability to work collaboratively in a team environment and build strong relationships with colleagues and clients

  • Strong written and oral communication skills, including the ability to explain complex legal and tax concepts clearly and effectively

  • Strong drafting, analytical, and client counseling skills, along with excellent judgment, attention to detail, and the ability to produce high-quality work and meet deadlines

  • Indiana bar admission, or eligibility to obtain admission promptly after hire

About the Firm:

Barnes & Thornburg LLP is an AmLaw 100 firm with 26 offices. The firm and our Private Client Services Group have an exceptional reputation for having an inclusive, collegial, and supportive atmosphere, where members of the firm can thrive, learn, and advance in their career.

We will not consider resumes submitted by external agencies or recruiters for this position. Recruiters and agencies will not be compensated for assisting Barnes & Thornburg LLP in recruiting for this position, regardless of whether such party has a recruiting contract with us.

Equal Employment and Opportunity Statement:

Barnes & Thornburg is committed to equal employment opportunity in both principle and as a matter of policy. We will recruit, hire, train, promote, compensate and provide benefits to all applicants and employees without regard to ancestry, sex, race, color, ethnicity, national origin, gender, age, religion, religious creed, mental and/or physical disability, medical condition, military and/or veteran’s status, genetic information, marital status, sexual orientation, gender identity and/or expression, or any other basis protected by applicable federal, state and local laws. This policy applies to all recruiting, hiring, promotions, upgrades, layoffs, compensation, benefits, terminations and all other privileges, terms and conditions of employment. The firm complies fully with all federal, state and local equal employment opportunity laws.

Skills Required

  • J.D. from an accredited law school
  • Strong academic credentials
  • Indiana bar admission or eligibility to obtain admission promptly after hire
  • Strong work ethic, initiative, and commitment to client service
  • Strong written and oral communication skills
  • Strong drafting, analytical, and client counseling skills
  • Excellent judgment and attention to detail
  • Ability to produce high-quality work and meet deadlines
  • Ability to collaborate in a team environment and build relationships with colleagues and clients
  • Relevant experience or demonstrated interest in estate planning, tax, private wealth, or related areas
  • Experience working with high-net-worth individuals, families, fiduciaries, executives, or closely held business owners
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The Company
HQ: Indianapolis, IN
1,909 Employees

What We Do

In an evolving business landscape, we stand ready at a moment’s notice, adapting with agility and precision to achieve your highest goals. More than 800 legal professionals in 23 offices across the country collaborate seamlessly at Barnes & Thornburg to field the right team for you. As one of the 100 largest law firms in the United States, we put our collective experience across legal disciplines to work so you can conduct business in today’s changing marketplace.

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