Private Client Attorney, Wealth Strategy

Rockefeller Capital Management

. Lead and participate in client and prospective client meetings as a trusted advisor on wealth transfer, estate planning, income tax, charitable planning, business succession, and complex wealth planning matters .

Posted 11/11/2026full-timeAustin • Texas • United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in wealth transfer, estate planning, and tax strategies for ultra-high-net-worth clients, with a strong focus on developing customized planning recommendations and mentoring junior team members. Proficient in utilizing wealth planning software and tools to enhance client relationships and business development.

Highest-signal resume keywords

Wealth Transfer StrategiesEstate PlanningTax PlanningClient Relationship ManagementProject Management

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Wealth PlanningTax LawTrust LawFinancial PlanningCharitable PlanningBusiness Succession PlanningQuantitative AnalysisEconomic AnalysisIncome Tax PlanningTrust and Estate Law

Soft Skills

Exceptional Presentation SkillsInterpersonal SkillsStrong Collaboration SkillsOrganizational SkillsCommunication Skills

Tools & Technologies

Wealth Planning SoftwareEMoneyFinancial Modeling Tools

Certifications & Qualifications

Juris Doctor (JD)Bachelor's DegreeMasters of Law in Taxation (LLM)

Industry Keywords

Ultra-High-Net-Worth ClientsEstate Planning TechniquesCharitable GivingExecutive CompensationBusiness Owner Planning

About the role

Key responsibilities & impact

Lead and participate in client and prospective client meetings as a trusted advisor on wealth transfer, estate planning, income tax, charitable planning, business succession, and complex wealth planning matters
Analyze client circumstances, review trust, estate planning, and business organizational documents, and develop customized planning recommendations
Review and present financial models and quantitative analyses illustrating economic, tax, and estate planning implications
Coordinate implementation of planning strategies with Private Advisors, portfolio managers, trust officers, attorneys, accountants, insurance professionals, and other advisors
Serve as a technical resource on tax, estate, trust, charitable, executive compensation, and business owner planning matters
Identify planning opportunities, deepen client relationships, and support business development
Develop planning resources, white papers, presentations, client-facing content, advisor education programs, and other intellectual capital
Develop and mentor junior team members through client collaboration, technical coaching, training, and professional development
Contribute to the growth and innovation of Rockefeller Private Office, including enhancing planning processes, tools, service offerings, and best practices

Requirements

What you’ll need

Bachelor’s degree required
Juris Doctor (JD) required
Masters of Law in Taxation (LLM) preferred
10+ years of experience working with UHNW clients on wealth planning in the context of tax, trust and estate law, accounting, or a related field, focused on clients in the $25MM+ net worth segment
Experience with tax planning, wealth transfer strategies, and financial planning
Comfortable developing strategies for income tax planning, trust and estate planning, charitable giving, life insurance and retirement planning, and related areas
Up-to-date understanding of relevant tax laws and estate planning techniques impacting UHNW individuals and their entities
Exceptional presentation and interpersonal skills
Strong project management and organization skills; ability to multitask and reprioritize within tight deadlines
Excellent written and oral communication skills on complex matters
Proficiency in wealth planning software and tools, such as eMoney or similar platforms
Ability to quickly adapt to new technologies and tools
Strong collaboration and partnership skills