Private Client Tax Associate — Estate & Gift Planning

BCG Attorney Search; Southfield (MI); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Flexible spending accounts

401K plan

Paid time off & holidays

Bonus opportunities

Job summary

BCG Attorney Search is seeking a Tax Associate to join the Private Client group in Detroit, Michigan. The ideal candidate will have a strong background in estate, gift, and income tax planning for high-net-worth individuals.

Duties include advising on wealth transfer, preparing estate tax projections, collaborating with CPA firms, drafting trust documents, and reviewing estate planning for tax reporting accuracy.

Qualifications

• Three or more years of tax planning experience for high-net-worth individuals.
• Experience with tax research in estate, gift, and non-profit areas.
• Juris Doctor (JD) degree required.
• CPA or LLM preferred but not required.
• Strong analytical and research skills.
• Excellent communication and interpersonal abilities.

Responsibilities

• Advise clients on wealth transfer and charitable planning strategies.
• Prepare estate tax projections and review estate and gift tax returns.
• Collaborate with CPA firms to ensure accurate tax filings and trust accountings.
• Assist in drafting trust agreements and related transfer documents.
• Review existing estate planning documents for tax reporting accuracy.

Skills

Analytical skills

Research skills

Communication skills

Interpersonal skills

Education

Juris Doctor (JD)

Job description

BCG Attorney Search is seeking a Tax Associate to join the Private Client group in Detroit, Michigan. The ideal candidate will have a strong background in estate, gift, and income tax planning for high-net-worth individuals.

Duties include advising on wealth transfer, preparing estate tax projections, collaborating with CPA firms, drafting trust documents, and reviewing estate planning for tax reporting accuracy.