Trusts & Estates Associate

🏢 Summary: Opportunity for a Private Wealth Associate to work directly with senior practitioners on sophisticated estate planning and tax matters for high-net-worth and ultra-high-net-worth clients. The role involves drafting complex estate planning documents, implementing advanced tax structures, and advising on business succession and fiduciary administration. The practice emphasizes technical tax expertise, client-facing responsibility, and integration of AI tools in estate planning work. 🗂️ Requirements: J.D. from a top-tier law school, 2–6 years of trusts and estates experience at an AmLaw 100 firm or recognized private wealth boutique, Experience drafting complex estate plans for UHNW clients, Strong understanding of the federal transfer tax system, Knowledge of IRC §2010, §2642, §2031 and grantor trust rules, Ability to identify Section 280G issues in succession planning, Experience with advanced planning structures (GRATs, SLATs, IDGTs, QPRTs, CLTs, CRTs), Experience with trust and estate administration and fiduciary accounting, Federal and state tax research experience (estate, gift, GST, fiduciary income tax), Work authorization verified through E-Verify 📃 Skills: EstatePlanning, TrustAdministration, Probate, FiduciaryAccounting, TaxResearch, IRC2010, IRC2642, IRC2031, GrantorTrusts, Section280G, GRAT, SLAT, IDGT, QPRT, CLT, CRT, PrivateFoundations, BusinessSuccessionPlanning, EntityStructureAnalysis, BuySellAgreements, AI 🏢 Description: Sterlington PLLC is a full-service law firm focusing on complex corporate, litigation, executive compensation, and private wealth matters. As a firm, we focus on the economic as well as the legal aspects of our matters. THE PRACTICE Sterlington's Private Wealth group advises founders, executives, and multigenerational families managing significant wealth. The work is sophisticated, the clients are consequential, and the team is deliberately small. As an Associate on this team, you will work directly with senior practitioners on real matters. The practice is built around developing excellent private wealth lawyers through meaningful, hands-on experience. WHAT YOU'LL DO - Draft wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and ancillary estate planning documents for high-net-worth and UHNW clients - Support design and implementation of advanced planning structures: GRATs, SLATs, IDGTs, QPRTs, charitable trusts (CLTs/CRTs), and private foundations - Assist with trust and estate administration; probate, fiduciary accounting, beneficiary communications, and post-mortem planning - Conduct federal and state tax research on estate, gift, GST, and fiduciary income tax issues - Support business succession planning matters, including entity structure analysis and buy-sell agreement review - Coordinate with family offices, accountants, and investment advisors as part of multidisciplinary client teams WHAT WE'RE LOOKING FOR FOUNDATION - J.D. from a top-tier law school - 2–6 years of trusts and estates experience at an AmLaw 100 firm or a recognized private wealth boutique - Experience drafting complex estate plans and advising UHNW clients - Strong understanding of the federal transfer tax system - LL.M. in Taxation or Estate Planning is a differentiator TECHNICAL & TAX ACUITY - Comfort with IRC §2010, §2642, §2031, and grantor trust rules - Ability to identify Section 280G issues in succession contexts - Ability to engage in advanced drafting discussions with senior practitioners CLIENT PRESENCE - Strong written and verbal communication skills - Ability to manage long-term client relationships with discretion and professionalism A NOTE ON TECHNOLOGY Associates who use AI tools for research, document drafting, and tax analysis will find meaningful support. The practice is investing in technology-forward estate planning solutions. COMPENSATION Compensation is competitive and structured around the quality and experience of the candidate. Full-time employees are eligible for Medical, Dental, Vision, and 401(k). Sterlington uses E-Verify to confirm employees' work authorization. Sterlington is committed to fostering a diverse and inclusive environment where unique perspectives are valued and every individual has the opportunity to thrive.

🏢 Summary: Opportunity for a mid-level corporate associate to work directly with senior partners on complex M&A, joint ventures, fund transactions, and emerging technology deals. The role offers immediate responsibility, client exposure, and involvement in high-value transactions across industries. The practice emphasizes commercial judgment, AI fluency, and tax-integrated deal structuring. 🗂️ Requirements: 4–8 years post-law school experience in corporate transactions, Experience at an AmLaw 30 firm in M&A or corporate practice, Proven experience leading diligence workstreams, Experience drafting and negotiating acquisition agreements, Experience managing deal timelines independently, Exposure to joint ventures and diverse deal structures, Strong understanding of deal economics, Demonstrated practical use of AI in legal work, Authorization to work in the U.S. (E-Verify compliant) 📃 Skills: M&A, JointVentures, InvestmentManagement, Finance, Fintech, Crypto, CapitalMarkets, Cybersecurity, DataPrivacy, TaxStructuring, AI 🏢 Description: Sterlington PLLC is a full-service law firm focusing on complex corporate, litigation, executive compensation, and private wealth matters. As a firm, we focus on the economic as well as the legal aspects of our matters. The Role: You will work directly with senior corporate partners; Chambers USA-ranked practitioners who were trained at Cravath, Schulte Roth, and the top M&A desks in the country. Expect real responsibility from day one. Representing buyers, sellers, and founders in M&A transactions valued from $50M to $1B+ Joint venture structuring and negotiation across a range of industries Investment management and fund work; including spinouts, rollups, and manager combinations Finance, fintech, and crypto transactions at the intersection of capital markets and emerging tech Cybersecurity and data privacy deal-related issues Tax-integrated deal structuring with our dedicated tax team embedded in every transaction The work is commercially driven and practically focused. You will not spend years doing diligence. You will be in the room. WHAT WE'RE LOOKING FOR: We hire on three pillars, weighted equally. All three matter. Not two. PEDIGREE You trained at an AmLaw 30 firm, ideally in a top-tier M&A or corporate practice. Your law school prepared you for the most complex work in the market. 4–8 years of post-law school experience in corporate transactions, with meaningful exposure to joint ventures and a variety of deal structures. DEAL CAPABILITY You've led diligence workstreams, drafted and negotiated acquisition agreements, and managed deal timelines without constant supervision. You are commercially minded; you understand the economics of a deal, not just the documentation. You're the associate partners want on their most complex transactions. AI ORIENTATION Technology orientation is not a bonus at Sterlington. It is a first-tier criterion equal to pedigree and firm experience. We weight all three the same. If AI has made you faster, smarter, and more valuable than your peers, we want to hear exactly how. WHY STERLINGTON Top-of-market compensation, structured around your experience and what you bring to the table No office mandate. We hire A-players and trust them to work. Real exposure to senior partners and clients from year one, not five. A practice organized around client outcomes, not practice group politics. A clear path to counsel; and we promote from within. A firm that is already AI-native, not one that's planning to be. COMPENSATION Compensation at Sterlington is competitive and structured around the quality of the person and the context they bring. We take both seriously. Full-time employees are eligible for Medical, Dental, Vision, and 401(k). Sterlington uses E-Verify to confirm work authorization. At Sterlington, we believe that world-class talent has no boundaries. We are committed to fostering a diverse and inclusive environment where unique perspectives are valued and every individual has the opportunity to thrive. We encourage all qualified candidates to apply.

🏢 Summary: Opportunity for a mid-level corporate associate to work directly with senior partners on complex, high-value M&A, joint ventures, fund and emerging technology transactions. The role offers immediate responsibility, client exposure, and involvement in commercially driven deal structuring across industries. Candidates must combine top-tier corporate training, strong deal execution experience, and a demonstrated AI-oriented approach to legal practice. 🗂️ Requirements: 4–8 years of post-law school experience in corporate transactions, Training at an AmLaw 30 firm in a top-tier M&A or corporate practice, Experience leading diligence workstreams, Experience drafting and negotiating acquisition agreements, Experience managing deal timelines independently, Exposure to joint ventures and diverse deal structures, Strong commercial understanding of deal economics, Demonstrated practical use of AI to enhance legal work 📃 Skills: M&A, JointVentures, InvestmentManagement, FundStructuring, Finance, Fintech, Crypto, CapitalMarkets, Cybersecurity, DataPrivacy, TaxStructuring, DueDiligence, Drafting, Negotiation, AI 🏢 Description: The Role: You will work directly with senior corporate partners on complex corporate matters with real responsibility from day one. Responsibilities: - Represent buyers, sellers, and founders in M&A transactions valued from $50M to $1B+ - Structure and negotiate joint ventures across a range of industries - Handle investment management and fund work, including spinouts, rollups, and manager combinations - Advise on finance, fintech, and crypto transactions at the intersection of capital markets and emerging technology - Address cybersecurity and data privacy issues arising in transactions - Execute tax-integrated deal structuring in collaboration with a dedicated tax team The work is commercially driven and practically focused, with direct involvement in transactions rather than long-term diligence-only assignments. What We're Looking For: Pedigree - Training at an AmLaw 30 firm, ideally in a top-tier M&A or corporate practice - 4–8 years of post-law school experience in corporate transactions - Meaningful exposure to joint ventures and a variety of deal structures Deal Capability - Experience leading diligence workstreams - Drafting and negotiating acquisition agreements - Managing deal timelines independently - Strong understanding of deal economics and commercial drivers AI Orientation - Demonstrated use of AI tools to improve speed, quality, and value of legal work - Technology orientation considered equal in importance to pedigree and deal experience Why Join - Top-of-market compensation based on experience and contribution - No office mandate - Direct exposure to senior partners and clients from year one - Clear path to counsel with promotion from within - AI-native practice environment Compensation and Benefits - Competitive compensation structured around experience and value brought to the role - Eligibility for Medical, Dental, Vision, and 401(k) benefits for full-time employees - Use of E-Verify to confirm work authorization - Commitment to diversity and inclusion with encouragement for all qualified candidates to apply

🏢 Summary: Opportunity for a mid-level corporate associate to work directly with senior partners on high-value M&A, joint ventures, fund formations, and emerging tech transactions. The role offers immediate responsibility, client exposure, and involvement in complex, commercially driven deals across industries. Strong emphasis is placed on top-tier training, independent deal leadership, and advanced AI proficiency. 🗂️ Requirements: 4–8 years of post-law school experience in corporate transactions, Training at an AmLaw 30 firm in a top-tier M&A or corporate practice, Experience with joint ventures and diverse deal structures, Led diligence workstreams, Drafted and negotiated acquisition agreements, Managed deal timelines independently, Strong understanding of deal economics, Demonstrated advanced use of AI in legal work, Authorization to work in the U.S. (E-Verify compliant) 📃 Skills: M&A, CorporateLaw, JointVentures, InvestmentManagement, FundFormation, Finance, Fintech, Cryptocurrency, CapitalMarkets, Cybersecurity, DataPrivacy, TaxStructuring, DueDiligence, ContractDrafting, ContractNegotiation, ArtificialIntelligence 🏢 Description: The Role: You will work directly with senior corporate partners; Chambers USA-ranked practitioners who were trained at Cravath, Schulte Roth, and the top M&A desks in the country. Expect real responsibility from day one. Representing buyers, sellers, and founders in M&A transactions valued from $50M to $1B+ Joint venture structuring and negotiation across a range of industries Investment management and fund work; including spinouts, rollups, and manager combinations Finance, fintech, and crypto transactions at the intersection of capital markets and emerging tech Cybersecurity and data privacy deal-related issues Tax-integrated deal structuring with our dedicated tax team embedded in every transaction The work is commercially driven and practically focused. You will not spend years doing diligence. You will be in the room. WHAT WE'RE LOOKING FOR: We hire on three pillars, weighted equally. All three matter. Not two. PEDIGREE You trained at an AmLaw 30 firm, ideally in a top-tier M&A or corporate practice. Your law school prepared you for the most complex work in the market. 4–8 years of post-law school experience in corporate transactions, with meaningful exposure to joint ventures and a variety of deal structures. DEAL CAPABILITY You've led diligence workstreams, drafted and negotiated acquisition agreements, and managed deal timelines without constant supervision. You are commercially minded; you understand the economics of a deal, not just the documentation. You're the associate partners want on their most complex transactions. AI ORIENTATION Technology orientation is not a bonus. It is a first-tier criterion equal to pedigree and firm experience. We weight all three the same. If AI has made you faster, smarter, and more valuable than your peers, explain how. WHY STERLINGTON Top-of-market compensation, structured around your experience and what you bring to the table No office mandate. We hire A-players and trust them to work. Real exposure to senior partners and clients from year one, not five. A practice organized around client outcomes, not practice group politics. A clear path to counsel; and we promote from within. A firm that is already AI-native, not one that's planning to be. COMPENSATION Compensation is competitive and structured around the quality of the person and the context they bring. Full-time employees are eligible for Medical, Dental, Vision, and 401(k). Sterlington uses E-Verify to confirm work authorization. Sterlington is committed to fostering a diverse and inclusive environment where unique perspectives are valued and every individual has the opportunity to thrive. All qualified candidates are encouraged to apply.

🏢 Summary: Corporate associate role working directly with senior partners on high-value M&A, joint ventures, fund transactions, and emerging technology deals. The position offers immediate responsibility, direct client exposure, and involvement in complex, commercially driven transactions from day one. The firm seeks candidates with strong deal experience and a demonstrated AI-driven approach to legal practice. 🗂️ Requirements: 4–8 years of post-law school experience in corporate transactions, Training at an AmLaw 30 firm in a top-tier M&A or corporate practice, Experience leading due diligence workstreams, Experience drafting and negotiating acquisition agreements, Experience managing deal timelines independently, Exposure to joint ventures and diverse deal structures, Strong commercial understanding of deal economics, Demonstrated practical use of AI in legal work, Authorization to work in the U.S. (E-Verify compliant) 📃 Skills: M&A, Corporate, JointVentures, InvestmentManagement, Finance, Fintech, Crypto, Cybersecurity, DataPrivacy, Tax, CapitalMarkets, DueDiligence, Negotiation, AI 🏢 Description: The Role: You will work directly with senior corporate partners; Chambers USA-ranked practitioners who were trained at Cravath, Schulte Roth, and the top M&A desks in the country. Expect real responsibility from day one. Responsibilities: - Representing buyers, sellers, and founders in M&A transactions valued from $50M to $1B+ - Joint venture structuring and negotiation across a range of industries - Investment management and fund work, including spinouts, rollups, and manager combinations - Finance, fintech, and crypto transactions at the intersection of capital markets and emerging tech - Cybersecurity and data privacy deal-related issues - Tax-integrated deal structuring with a dedicated tax team embedded in every transaction The work is commercially driven and practically focused. You will not spend years doing diligence. You will be in the room. What We're Looking For: Pedigree - Trained at an AmLaw 30 firm, ideally in a top-tier M&A or corporate practice - Law school background preparing you for complex market work - 4–8 years of post-law school experience in corporate transactions - Meaningful exposure to joint ventures and a variety of deal structures Deal Capability - Led diligence workstreams - Drafted and negotiated acquisition agreements - Managed deal timelines without constant supervision - Commercially minded with understanding of deal economics AI Orientation - Demonstrated technology orientation with practical AI usage - Clear evidence that AI has enhanced speed, quality, and value of legal work Why Sterlington: - Top-of-market compensation structured around experience and value - No office mandate - Real exposure to senior partners and clients from year one - Practice organized around client outcomes - Clear path to counsel with internal promotion - AI-native operating environment Compensation: Compensation is competitive and structured around the quality and experience of the candidate. Full-time employees are eligible for Medical, Dental, Vision, and 401(k). Sterlington uses E-Verify to confirm work authorization. The firm is committed to fostering a diverse and inclusive environment and encourages all qualified candidates to apply.

🏢 Summary: Opportunity for a mid-level corporate associate to work directly with senior partners on high-value M&A, joint ventures, fund transactions, and tech-driven deals, with immediate client exposure and significant responsibility. The role focuses on commercially driven, tax-integrated deal structuring across industries including finance, fintech, and crypto. Strong emphasis is placed on top-tier training, proven deal leadership, and advanced AI proficiency. 🗂️ Requirements: 4–8 years of post-law school experience in corporate transactions, Training at an AmLaw 30 firm in M&A or corporate practice, Experience with joint ventures and complex deal structures, Led diligence workstreams, Drafted and negotiated acquisition agreements, Managed deal timelines independently, Strong understanding of deal economics, Demonstrated practical use of AI in legal work, Work authorization verified via E-Verify 📃 Skills: M&A, JointVentures, InvestmentManagement, FundStructuring, Finance, Fintech, Crypto, CapitalMarkets, Cybersecurity, DataPrivacy, TaxStructuring, DueDiligence, ContractDrafting, Negotiation, AI 🏢 Description: The Role: You will work directly with senior corporate partners; Chambers USA-ranked practitioners who were trained at Cravath, Schulte Roth, and the top M&A desks in the country. Expect real responsibility from day one. Representing buyers, sellers, and founders in M&A transactions valued from $50M to $1B+ Joint venture structuring and negotiation across a range of industries Investment management and fund work; including spinouts, rollups, and manager combinations Finance, fintech, and crypto transactions at the intersection of capital markets and emerging tech Cybersecurity and data privacy deal-related issues Tax-integrated deal structuring with our dedicated tax team embedded in every transaction The work is commercially driven and practically focused. You will not spend years doing diligence. You will be in the room. WHAT WE'RE LOOKING FOR: PEDIGREE You trained at an AmLaw 30 firm, ideally in a top-tier M&A or corporate practice. Your law school prepared you for the most complex work in the market. 4–8 years of post-law school experience in corporate transactions, with meaningful exposure to joint ventures and a variety of deal structures. DEAL CAPABILITY You've led diligence workstreams, drafted and negotiated acquisition agreements, and managed deal timelines without constant supervision. You are commercially minded; you understand the economics of a deal, not just the documentation. You're the associate partners want on their most complex transactions. AI ORIENTATION Technology orientation is not a bonus. It is a first-tier criterion equal to pedigree and firm experience. We weight all three the same. If AI has made you faster, smarter, and more valuable than your peers, we want to hear exactly how. WHY JOIN Top-of-market compensation, structured around your experience and what you bring to the table No office mandate Real exposure to senior partners and clients from year one A practice organized around client outcomes A clear path to counsel; promotion from within A firm that is already AI-native COMPENSATION Compensation is competitive and structured around the quality of the person and the context they bring. Full-time employees are eligible for Medical, Dental, Vision, and 401(k). Sterlington uses E-Verify to confirm work authorization. Sterlington is committed to fostering a diverse and inclusive environment where unique perspectives are valued and every individual has the opportunity to thrive. We encourage all qualified candidates to apply.

🏢 Summary: Full-time Legal Executive Assistant role supporting the Chief Estate Accountant and Estate Administration team within a Private Wealth practice serving ultra-high-net-worth clients. The position focuses on estate and fiduciary administration, tax return preparation support, document management, billing, and executive-level coordination. This hybrid role requires strong experience in estate planning operations, tax documentation, and advanced Microsoft Office proficiency. 🗂️ Requirements: Minimum 5 years of executive support experience, Experience in professional services, accounting, or estate planning, Working knowledge of estate and trust taxation concepts, Familiarity with Forms 706, 1041, and 709, Experience supporting C-suite or senior professionals, Experience working with high-net-worth clients, Advanced proficiency in Microsoft Office Suite, Ability to manage confidential information, Strong organizational and deadline management skills 📃 Skills: Microsoft, Outlook, Word, Excel, PowerPoint, Form706, Form1041, Form709, E-Verify, AI 🏢 Description: The Opportunity We're looking for an experienced Legal Executive Assistant to provide exceptional support to our Chief Estate Accountant and the Estate Administration team in our Private Wealth practice. This role is central to ensuring seamless operations and outstanding client service within the practice, which services Ultra High Net Worth individuals and families. What You'll Do: Prepare and revise estate planning documents with precision and attention to detail Manage complex calendars, schedule appointments, and coordinate travel arrangements Oversee all aspects of new client intake and implementation Maintain document retention systems, including vault documents and digital filing Handle billing processes and client distributions Support time tracking Build and maintain strong relationships with clients, demonstrating professionalism and discretion Manage communications with internal and external stakeholders Estate & Fiduciary Administration Support: Assist with the preparation and organization of estate tax returns (Form 706), fiduciary income tax returns (Form 1041), and gift tax returns (Form 709) Maintain detailed filing systems for estate and trust documentation, ensuring compliance with retention requirements Track critical deadlines for tax filings, court accountings, and fiduciary reporting obligations Coordinate the collection and organization of financial data, asset valuations, and supporting documentation from clients and third parties Other ad-hoc work as required What We're Looking For: Minimum 5 years of executive support experience, preferably in professional services, accounting, or estate planning Working knowledge of estate and trust taxation concepts; familiarity with Forms 706, 1041, and 709 highly desirable Experience working with high-net-worth clientele Comfort with AI tools and emerging technology, with a willingness to adopt firm-approved platforms that enhance productivity, document drafting, and workflow efficiency Experience supporting C-suite executives or senior professionals in client-facing environments Exceptional organizational skills with proven ability to manage multiple priorities and deadlines Advanced proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) Outstanding written and verbal communication skills Absolute discretion and ability to handle highly confidential information Benefits: Full-time employees are eligible for enrollment in Medical, Dental, and Vision insurance plans, as well as a 401(k)-retirement program. Sterlington uses E-Verify to confirm employees' work authorization.

🏢 Summary: Full-time Legal Executive Assistant role supporting the Chief Estate Accountant and Estate Administration team within a Private Wealth practice, focusing on estate planning, fiduciary administration, and high-net-worth client service. The position combines executive support, tax and estate documentation coordination, and client-facing responsibilities in a hybrid work model. It requires strong expertise in estate and trust processes, advanced administrative skills, and proficiency with modern technology tools. 🗂️ Requirements: Minimum 5 years executive support experience in professional services, accounting, or estate planning, Working knowledge of estate and trust taxation concepts, Familiarity with Forms 706, 1041, and 709, Experience supporting C-suite executives or senior professionals, Experience working with high-net-worth clientele, Advanced proficiency in Microsoft Office Suite, Ability to manage confidential information with discretion, Ability to track deadlines for tax filings and fiduciary reporting 📃 Skills: Microsoft, Outlook, Word, Excel, PowerPoint, Form706, Form1041, Form709, E-Verify, AI 🏢 Description: Practice Group: Private Wealth Work type: Hybrid. This role offers flexibility to work remotely two days per week, with three days in the office to support the team members you work closely with. Compensation: Competitive and aligned with experience. The Opportunity We're looking for an experienced Legal Executive Assistant to provide exceptional support to our Chief Estate Accountant and the Estate Administration team in our Private Wealth practice. This role is central to ensuring seamless operations and outstanding client service within the practice, which services Ultra High Net Worth individuals and families. Our Private Wealth group is led by attorneys who previously practiced at a nationally recognized Am Law 100 firm and are now expanding a highly personalized, client-focused platform within a growing firm environment. What You'll Do: Prepare and revise estate planning documents with precision and attention to detail Manage complex calendars, schedule appointments, and coordinate travel arrangements Oversee all aspects of new client intake and implementation Maintain document retention systems, including vault documents and digital filing Handle billing processes and client distributions Support time tracking Build and maintain strong relationships with clients, demonstrating professionalism and discretion Managing communications with internal and external stakeholders Estate & Fiduciary Administration Support: Assist with the preparation and organization of estate tax returns (Form 706), fiduciary income tax returns (Form 1041), and gift tax returns (Form 709) Maintain detailed filing systems for estate and trust documentation, ensuring compliance with retention requirements Track critical deadlines for tax filings, court accountings, and fiduciary reporting obligations Coordinate the collection and organization of financial data, asset valuations, and supporting documentation from clients and third parties Other ad-hoc work as required What We're Looking For: Minimum 5 years of executive support experience, preferably in professional services, accounting, or estate planning Working knowledge of estate and trust taxation concepts; familiarity with Forms 706, 1041, and 709 highly desirable Experience working with high-net-worth clientele Comfort with AI tools and emerging technology, with a willingness to adopt firm-approved platforms that enhance productivity, document drafting, and workflow efficiency Experience supporting C-suite executives or senior professionals in client-facing environments Exceptional organizational skills with proven ability to manage multiple priorities and deadlines Advanced proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) Outstanding written and verbal communication skills Absolute discretion and ability to handle highly confidential information Full-time employees are eligible for enrollment in Medical, Dental, and Vision insurance plans, as well as a 401(k)-retirement program. Sterlington uses E-Verify to confirm employees' work authorization. At Sterlington, we believe that world-class talent has no boundaries. We are committed to fostering a diverse and inclusive environment where unique perspectives are valued and every individual has the opportunity to thrive. We encourage all qualified candidates to apply.

🏢 Summary: Remote Senior Associate Federal General Ledger Accountant role supporting federal accounting operations, reconciliations, Treasury reporting, and audit readiness activities. The position focuses on maintaining accurate financial data, preparing journal entries and supporting schedules, and ensuring compliance with federal accounting standards. Candidates must have federal accounting experience and the ability to obtain a Public Trust Security Clearance. 🗂️ Requirements: Bachelor's degree in Accounting, Finance, Business, or related field, 3+ years of experience in federal accounting, GL accounting, financial reporting, or audit support, 1+ year of experience with USSGL, budgetary and proprietary accounting, reconciliations, journal vouchers, and Treasury reporting, 1+ year of experience preparing or reviewing federal accounting entries and supporting schedules, Authorization to work full-time in the United States, Ability to obtain a Public Trust Security Clearance 📃 Skills: Accounting, Finance, USSGL, Treasury, Reconciliations, GTAS, SGL, Auditing, Compliance, JournalVouchers, Reporting 🏢 Description: Harnessing Technology to Improve Financial Stewardship for the Welfare, Defense, and Security of Our Nation Job Location: This role is 100% remote. Clearance: Must be currently authorized to work in the United States on a full-time basis and have the ability to obtain a Public Trust Security Clearance. Job Description: In this position as a Senior Associate, Federal General Ledger Accountant, you will support federal general ledger accounting activities by preparing accounting entries, performing reconciliations, and maintaining supporting schedules to ensure the accuracy and integrity of financial data. You will assist with monthly accounting operations, Treasury reporting, and audit readiness while supporting compliance with federal accounting requirements. Responsibilities: - Prepare recurring journal vouchers and supporting documentation. - Support monthly accounting entries for Treasury interest, subsidy transfers, collections, accrued interest, and related activity. - Perform reconciliations between feeder systems and the accounting system. - Prepare payment vouchers, apportionment/allotment logs, journal voucher (JV) logs, accrual logs, and reconciliation schedules. - Support GTAS edit checks, front-end adjustments, and fund monitoring templates. - Research Standard General Ledger (SGL) variances, abnormal balances, and accounting discrepancies. - Prepare workpapers and supporting schedules for senior review. - Support standard operating procedure (SOP) updates and process documentation. Required Skills: - Bachelor's degree in Accounting, Finance, Business, or a related field. - 3+ years of experience in federal accounting, general ledger (GL) accounting, financial reporting, or audit support. - 1+ year of experience applying the United States Standard General Ledger (USSGL), budgetary and proprietary accounting, reconciliations, journal vouchers, and Treasury reporting. - 1+ year of experience preparing or reviewing federal accounting entries and supporting schedules. Desired Skills: - Experience with federal credit reform accounting. - Active CPA, CGFM, CDFM, or other relevant professional certification. - Experience supporting financial statement audits and audit readiness. Benefits: - Competitive salary range of $60,000 to $90,000. - Major medical benefits including dental and vision coverage. - 401(k)-contribution plan. - Holiday and personal time off. - Professional development training and certification benefits. - Health and wellness subsidies. - Paid time off for community service. The statements above describe the general nature and level of work anticipated for this role. They are not intended to be an exhaustive list of all duties, responsibilities, or skills required. Reasonable accommodations may be provided for individuals to perform essential job functions. Blake Willson Group is an Equal Employment Opportunity (EEO) employer and complies with all applicable federal, state, and local employment laws. The company participates in E-Verify to confirm employment eligibility.

🏢 Summary: Opportunity for an experienced Wealth Advisor to manage and deepen relationships with affluent clients, delivering comprehensive financial planning and investment solutions. The role focuses on fiduciary client service, portfolio analysis, and collaboration with in-house experts in tax, estate, and insurance. Advisors leverage financial planning software and a unified platform to develop tailored strategies and drive organic growth. 🗂️ Requirements: Bachelor’s degree in Business, Economics, Accounting, Finance or related field, 7–10 years of experience as Independent Advisor, Registered Representative, Portfolio Manager, Financial Planner, or CPA, Certified Financial Planner (CFP) or equivalent designation (ChFC, PFS, CFA, CIC), Series 65 license (or qualifying exemption), Advanced knowledge of financial planning concepts and financial products, Experience with financial planning software, Strong understanding of asset allocation and portfolio analysis, Comprehensive knowledge of compliance and regulatory requirements, Ability to travel up to 20% 📃 Skills: CFP, ChFC, PFS, CFA, CIC, Series65, FinancialPlanning, PortfolioManagement, AssetAllocation, TaxPlanning, EstatePlanning, InsurancePlanning, Compliance, FinancialPlanningSoftware 🏢 Description: Job Summary: The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging a unified in-house team of experts to help clients achieve their financial goals. Advisors focus exclusively on their clients and act as fiduciaries, utilizing advanced knowledge of financial planning and investments to diagnose client needs and propose tailored solutions. They are supported by a technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and related disciplines. Key Responsibilities and Duties - Partner with affluent clients to identify financial goals, analyze their financial landscape, and develop recommendations aligned with defined objectives - Communicate complex financial solutions clearly and effectively - Build meaningful, long-term client relationships to ensure retention - Leverage solutions including tax, estate planning, and insurance to deliver comprehensive strategies - Ensure adherence to compliance and regulatory policies and company standards of client care - Act as a fiduciary, placing client interests first Required Knowledge, Skills and Abilities Education: - Bachelor’s degree from an accredited institution (preferably Business, Economics, Accounting, or Finance); Master’s degree a plus Experience: - 7–10 years of relevant experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant) Certifications/Licenses: - Certified Financial Planner (CFP) designation required, or acceptable alternative (ChFC, PFS, CFA, CIC) - Series 65 required unless exempt based on designation and state regulations Skills & Competencies: - Advanced knowledge of financial products and financial planning concepts - Ability to present investment, finance, and tax planning solutions - Strong understanding of economic landscape and its impact on clients - Experience utilizing financial planning software - Strong understanding of investments and ability to perform asset allocation and portfolio analysis - Comprehensive knowledge of compliance requirements - Ability to travel up to 20% Work Schedule: Business hours Monday through Friday. Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Compensation and Benefits: Annual base salary range: $85,000—$145,000 USD, plus eligibility for annual bonus and incentive compensation. Benefits include: - Medical, dental, and vision coverage - Life insurance - 401(k) with company match (Traditional and Roth options) - Health Savings Account (HSA) - Short- and long-term disability coverage - Paid holidays and generous paid time off - Paid parental leave - Employee Assistance Plan - Dependent care savings account - Adoption assistance reimbursement - Pet insurance - Additional supplemental insurance options