Private Client Services Senior Associate

BCG Attorney Search; Philadelphia (Philadelphia County); On-site; USD 180,000 - 320,000; Full time

Benefits offered by this job

Access to elite clientele

Discretion and collaboration culture

Strategic growth in key markets

Job summary

BCG Attorney Search invites a Senior Associate to join its Private Client Services Group in Philadelphia, PA, focusing on sophisticated estate planning, trust administration, and UHNW client advisory. The role involves partnering with high‑profile families to manage complex wealth plans and governance strategies.

The ideal candidate brings 6–8 years' experience in trusts and estates, strong drafting skills, and PA Bar membership, with a preference for an LL.M. in Taxation or Estate Planning.

Qualifications

• 6–8 years of experience in trusts and estates law with UHNW client exposure.
• Strong drafting skills and familiarity with tax implications of estate structures.
• Experience with family office operations and philanthropic planning.
• Exceptional interpersonal skills and ability to navigate sensitive family matters.
• Pennsylvania Bar membership required.

Responsibilities

• Design and implement advanced estate planning strategies, including dynasty trusts and charitable vehicles.
• Advise on family office governance, fiduciary roles, and succession planning.
• Provide guidance on luxury asset succession, such as aircraft and art collections.
• Collaborate with investment advisors and accountants for integrated client solutions.
• Understand tax matters related to estates and trusts, including tax return preparation.
• Represent clients in probate proceedings and IRS audits when necessary.

Skills

Estate planning

Trusts & estates law

Tax planning

Client advisory

Drafting

Education

Juris Doctor (JD)

LL.M. in Taxation or Estate Planning

Job description

Job Overview

A law firm seeks a highly skilled Senior Associate to join the Private Client Services Group in Philadelphia, PA. This role offers the opportunity to engage in sophisticated estate planning, trust administration, and ultra‑high‑net‑worth client advisory. The ideal candidate will excel in a client‑centric environment, working with high‑profile families and entrepreneurs to manage complex estate plans and wealth strategies.

Duties

• Design and implement advanced estate planning strategies, including dynasty trusts and charitable vehicles.
• Advise on family office governance, fiduciary roles, and succession planning.
• Provide guidance on luxury asset succession, such as aircraft and art collections.
• Collaborate with investment advisors and accountants for integrated client solutions.
• Understand tax matters related to estates and trusts, including tax return preparation.
• Represent clients in probate proceedings and IRS audits when necessary.

Requirements

• Minimum 6‑8 years of experience in trusts and estates law with UHNW client exposure.
• Strong drafting skills and familiarity with tax implications of estate structures.
• Experience with family office operations and philanthropic planning.
• Exceptional interpersonal skills and ability to navigate sensitive family matters.
• Pennsylvania Bar membership required.

Education

• LL.M. in Taxation or Estate Planning preferred.

Certifications

• Pennsylvania Bar membership.

Skills

• Strong understanding of changing legal, tax, and regulatory rules.
• Commitment to excellent client service, discretion, and confidentiality.

Benefits

• Access to elite clientele and complex planning opportunities.
• A culture of discretion, innovation, and collaboration.
• Strategic growth in key markets including Florida, New York, and California.