Private Client Services Associate

BCG Attorney Search; San Jose (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 San Jose seeks a Private Client Services Associate with two to four years of estate planning experience. The ideal candidate will handle families' tax, wealth, and succession matters.

You will engage in gift and estate tax planning, administer estates and trusts, and participate in charitable planning. Strong writing and analytical skills, and interpersonal abilities are essential.

Requirements include active California attorney license, JD, and excellent academics.

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 with family succession planning.

Skills

Analytical writing

Interpersonal communication

Education

Juris Doctor (JD) degree

Job description

Job Overview

A law firm seeks a Private Client Services Associate in San Jose. The ideal candidate will have two to four years of estate planning experience and a strong 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 with 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.