Private Client Tax & Estate Planning Associate

BCG Attorney Search

Los Angeles (CA)

On-site

USD 120,000 - 180,000

Full time

14 days+
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Benefits offered by this job

Medical insurance
Dental and vision insurance
Life insurance
HSA/FSA

Qualifications

  • 5-9 years of relevant private client experience.
  • Licensed to practice law in California.
  • Interest in technical tax practice is a plus.

Responsibilities

  • Advise on complex domestic and international tax, wealth transfer, and succession structures.
  • Engage in estate planning, privacy structures, and tax planning.
  • Collaborate with clients and advisors on multi-generational relationships.
  • Participate in client and client-advisor interactions from early stages.
  • Work closely with other practice areas within the firm.

Skills

Analytical skills
Communication skills
Team collaboration

Education

Juris Doctor (JD)

Job description

Job Overview

A law firm seeks a Private Client Services Associate in Los Angeles, California. This full-time, in-office position requires 5-9 years of experience and a strong interest in the private client services industry. Candidates must be licensed to practice in California. An interest in technical tax practice through coursework, prior experience, or an LL.M. program is encouraged but not required.

Duties
  • Advise on complex domestic and international tax, wealth transfer, and succession structures.
  • Engage in estate planning, privacy structures, and tax planning.
  • Collaborate with clients and advisors on multi-generational relationships.
  • Participate in client and client-advisor interactions from early stages.
  • Work closely with other practice areas within the firm.
Requirements
  • 5-9 years of relevant experience.
  • Licensed to practice law in California.
  • Interest in technical tax practice preferred.
Education
  • Juris Doctor (JD) degree.
Certifications
  • California State Bar license.
Skills
  • Strong analytical and problem-solving abilities.
  • Excellent communication and interpersonal skills.
  • Ability to work collaboratively in a team environment.
Benefits
  • Comprehensive medical, dental, and vision coverage.
  • Life insurance and disability coverage.
  • Health Savings Account and Flexible Spending Account options.
  • Employee assistance program with 24/7 access.
  • On-site gym and wellness programs.
  • Paid time off and parental leave.
  • Diversity and inclusion initiatives.
  • Philanthropy and community involvement opportunities.
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