Estate & Tax Planning Associate (Mid-Level)

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

Benefits offered by this job

Competitive compensation

Mentorship program

Professional development

Job summary

BCG Attorney Search is seeking a mid-level Trusts and Estates Associate to join our Naples, FL team. The ideal candidate has 3 to 5 years of estate planning experience and a strong interest in complex tax law.

The role involves estate planning, trust administration, and collaborating with attorneys across practice groups. A J.D. from an accredited law school and an active Florida Bar license are required, with permanent authorization to work in the United States.

Qualifications

• J.D. from an accredited law school with strong academics.
• Florida legal license in good standing.
• Permanent authorization to work in the United States.

Responsibilities

• Engage in estate planning, trust administration, and business succession planning.
• Research gift, estate, and generation-skipping tax rules.
• Prepare detailed legal documents, including irrevocable and SLAT trusts.
• Participate in trust and estate litigation.
• Collaborate with attorneys across practice groups.

Skills

Estate planning

Tax concepts

Estate administration

Communication skills

Teamwork

IRS matters

Education

J.D. from an accredited law school

Job description

BCG Attorney Search is seeking a mid-level Trusts and Estates Associate to join our Naples, FL team. The ideal candidate has 3 to 5 years of estate planning experience and a strong interest in complex tax law.

The role involves estate planning, trust administration, and collaborating with attorneys across practice groups. A J.D. from an accredited law school and an active Florida Bar license are required, with permanent authorization to work in the United States.