Private Client Estate & Tax Planning Associate

BCG Attorney Search; Miami (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

BCG Attorney Search in Miami, FL seeks an associate for its Private Client Practice Group with a focus on estate planning and tax strategies. The ideal candidate has 2 to 3 years of experience and strong client-service orientation.

Responsibilities include drafting estate planning documents, wealth-transfer structuring, and collaboration on domestic and international tax planning, with emphasis on client relationships and co-advisors.

Qualifications

• 2 to 3 years of relevant experience.
• Florida Bar admission or eligibility.
• Strong writing, speaking, and research abilities.
• Experience in estate planning and tax strategies is preferred.
• LLM in Taxation is a plus but not required.

Responsibilities

• Draft standard and sophisticated estate planning documents.
• Support wealth-transfer structuring and implementation.
• Engage in domestic estate, gift, and income tax planning.
• Collaborate on international income, gift, and estate tax planning.
• Maintain productive relationships with clients and co-advisors.

Skills

Strong organizational skills

Analytical skills

Excellent writing

Excellent speaking

Research abilities

Education

LLM in Taxation

Job description

BCG Attorney Search in Miami, FL seeks an associate for its Private Client Practice Group with a focus on estate planning and tax strategies. The ideal candidate has 2 to 3 years of experience and strong client-service orientation.

Responsibilities include drafting estate planning documents, wealth-transfer structuring, and collaboration on domestic and international tax planning, with emphasis on client relationships and co-advisors.