Associate Attorney - Trusts and Estates

BCG Attorney Search; Baltimore (MD); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Paid leave

Medical insurance

Dental insurance

Vision insurance

401K plan

Pension plan

Disability insurance

Life insurance

Bonus potential

Work-life balance

Mentorship

Job summary

BCG Attorney Search seeks an Associate Attorney for their Trusts and Estates Practice Group in Baltimore, MD. The role involves estate administration, trust administration, and estate planning, requiring expertise in handling complex estates and trusts.

The attorney will manage probate, prepare tax documents, coordinate fiduciary accounting, and draft sophisticated estate planning instruments, while coordinating with clients and advisors to implement plans.

Qualifications

• Five to seven years of experience with large and complex estates and trusts.
• Proficiency in drafting estate planning documents.
• Excellent written and oral communication skills.
• Creative problem-solving abilities and business generation aptitude.
• Experience leading projects and managing client responsibilities.

Responsibilities

• Manage all aspects of the probate process.
• Prepare federal and state estate tax returns.
• Coordinate income tax return preparation for individuals and fiduciaries.
• Prepare fiduciary accountings and manage distributions to beneficiaries.
• Engage in tax planning and coordinate fiduciary income tax return preparation.
• Draft sophisticated estate planning and transactional documents.
• Communicate with clients and advisors to implement estate plans.

Skills

Analytical skills

Communication skills

Teamwork

Creative problem solving

Business generation aptitude

Education

Juris Doctor (JD)

Maryland Bar admission

Tools

Estate planning software

Job description

Job Overview

Job OverviewA law firm seeks an Associate Attorney for their Trusts and Estates Practice Group in Baltimore, MD. The role involves estate administration, trust administration, and estate planning, requiring expertise in handling complex estates and trusts.

Duties

• Manage all aspects of the probate process.
• Prepare federal and state estate tax returns.
• Coordinate income tax return preparation for individuals and fiduciaries.
• Prepare fiduciary accountings and manage distributions to beneficiaries.
• Engage in tax planning and coordinate fiduciary income tax return preparation.
• Draft sophisticated estate planning and transactional documents.
• Communicate with clients and advisors to implement estate plans.

Requirements

• Five to seven years of experience with large and complex estates and trusts.
• Proficiency in drafting estate planning documents.
• Excellent written and oral communication skills.
• Creative problem-solving abilities and business generation aptitude.
• Experience leading projects and managing client responsibilities.

Education

Juris Doctor (JD) degree required.

Certifications

Bar admission in the state of Maryland.

Skills

• Strong analytical and organizational skills.
• Ability to work collaboratively in a team environment.
• Proficiency in tax and estate planning software.

Benefits

• Annual paid leave and firm-paid holidays.
• Medical, dental, and vision insurance.
• 401K and pension plan options.
• Short and long-term disability insurance.
• Life insurance for employees and dependents.
• Performance evaluation program with potential for salary increase and bonus.
• Flexible work environment promoting work-life balance.
• Opportunities for professional growth and mentorship.

Commitment to diversity, equity, and inclusion.