Private Client Services Associate Attorney - Midlevel

BCG Attorney Search; San Francisco (CA); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

Annual discretionary bonus

401(k) plan

Medical, dental, and vision insurance

Personal medical and parental leave

Up to ten paid holidays

Family care benefits

Job summary

BCG Attorney Search seeks a midlevel Private Client Services Associate Attorney in San Francisco, CA. The role requires 4–6 years of experience in trust and estate planning and administration, with strong academic credentials and excellent communication skills.

Duties include advising individuals and families on estate and tax planning, creating and administering family offices, modifying trusts, and handling complex estates with business interests.

Qualifications

• 4–6 years of relevant transactional experience.
• 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 modify trusts.
• Administer complex estates and plan for business interests and unique assets.
• Analyze complex transfer tax issues and handle tax controversies.

Skills

Trust and estate planning

Communication skills

Interpersonal skills

Analytical thinking

Education

Juris Doctor (JD)

LL.M. in Tax (preferred)

Job description

Job Overview

A law firm seeks a midlevel Private Client Services Associate Attorney in San Francisco, CA. The ideal candidate will have 4-6 years of 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 modify trusts.
• Administer complex estates and plan for business interests and unique assets.
• Analyze complex transfer tax issues and handle tax controversies.

Requirements

• 4-6 years of relevant transactional experience.
• 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 relevant jurisdiction.

Skills

• Proficiency in trust and estate planning and administration.
• Strong analytical and problem-solving abilities.
• Effective communication and interpersonal skills.

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.