Private Client Services Associate

BCG Attorney Search; Redwood Shores (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health care plan

Retirement plan

Parental leave

Short/long term disability

Job summary

BCG Attorney Search in Redwood Shores, CA seeks a Private Client Services Associate with 2–4 years of estate planning experience to handle family, financial, business and tax matters.

The role involves engaging in gift and estate tax planning, administering estates and trusts, and participating in charitable planning, with a focus on strong writing and interpersonal skills and CA bar admission.

Qualifications

• Two to four years of estate planning experience.
• Active California attorney bar license.
• Strong academic credentials.
• Exceptional analytical and writing abilities.
• Outstanding interpersonal skills.

Responsibilities

• Engage in gift and estate tax planning.
• Administer estates and trusts.
• Participate in charitable planning.
• Assist in family succession planning.

Skills

Analytical and writing proficiency

Interpersonal communication

Education

Juris Doctor (JD) degree

Job description

Job Overview

A law firm seeks a Private Client Services Associate in Redwood Shores. The ideal candidate will have two to four years of estate planning experience and a keen interest in family, financial, business, and tax matters.

Duties

• Engage in gift and estate tax planning.
• Administer estates and trusts.
• Participate in charitable planning.
• Assist in family succession planning.

Requirements

• Two to four years of estate planning experience.
• Active California attorney bar license.
• Strong academic credentials.
• Exceptional analytical and writing abilities.
• Outstanding interpersonal skills.

Education

• Juris Doctor (JD) degree.

Certifications

• California attorney bar license.

Skills

• Analytical and writing proficiency.
• Interpersonal communication.

Benefits

• Health care plan.
• Retirement plan.
• Parental leave.
• Short/long term disability.