Private Client Services Associate Attorney - Midlevel

BCG Attorney Search; Chicago (IL); On-site; USD 120,000 - 210,000; Full time

Benefits offered by this job

Annual discretionary bonus

401(k) plan

Health insurance

Parental leave

Paid holidays

Family care benefits

Job summary

BCG Attorney Search in Chicago, IL is seeking an experienced Private Client Services Associate Attorney with 4–6 years of transactional experience in trust and estate planning and administration. The ideal candidate will hold a Juris Doctor (JD) and be admitted to the Illinois Bar; an LL.M. in tax is preferred but not required.

Excellent communication and strong academic credentials are essential. You will work on complex estates, family offices, and sophisticated tax issues, with opportunities

Qualifications

• 4-6 years of relevant transactional experience in trust and estate planning.
• Strong academic credentials.
• Excellent verbal and written communication skills.
• LL.M. in tax preferred but not required.

Responsibilities

• Assist individuals and families with estate and tax planning techniques.
• Create and administer family offices and complex estates.
• Administer, decant, and modify trusts.
• Plan with respect to business interests, art, and unusual assets.
• Analyze complex transfer tax issues.
• Handle tax controversy matters before the IRS.

Education

Juris Doctor (JD) degree

LL.M. in Tax

Job description

Job OverviewA law firm seeks an experienced Private Client Services Associate Attorney to join their team in Chicago, IL. The ideal candidate will have 4-6 years of transactional experience in trust and estate planning and administration, with strong academic credentials and excellent communication skills.

Duties

• Assist individuals and families with estate and tax planning techniques.
• Create and administer family offices and complex estates.
• Administer, decant, and modify trusts.
• Plan with respect to business interests, art, and unusual assets.
• Analyze complex transfer tax issues.
• Handle tax controversy matters before the IRS.

Requirements

• 4-6 years of relevant transactional experience in trust and estate planning.
• Strong academic credentials.
• Excellent verbal and written communication skills.
• LL.M. in tax preferred but not required.

Education

• Juris Doctor (JD) degree.

Certifications

• Bar admission in the state of Illinois.

Skills

• Proficiency in estate and tax planning techniques.
• Strong analytical and problem-solving skills.
• Ability to manage complex estates and trusts.

Benefits

• Annual discretionary bonus.
• 401(k) plan.
• Medical, dental, and vision insurance.
• Personal medical and parental leave.
• Up to ten paid holidays.
• Family care benefits.