Private Client Trust amp Estates Associate / Senior Associate

BCG Attorney Search; New York (NY); Hybrid; USD 150,000 - 230,000; Full time

Benefits offered by this job

Hybrid work environment

Remote work options

Flexible in-office days

Part-time opportunities

Job summary

BCG Attorney Search in New York, NY seeks a Private Client Trust & Estates Associate/Senior Associate to handle high-net-worth clients and tax planning, focusing on sophisticated matters.

The role requires a JD from an accredited law school and admission to the New York State Bar, with at least three years of relevant experience.

The firm offers a hybrid work environment with flexible in-office days and part-time opportunities.

Qualifications

• Minimum of 3 years of experience in sophisticated private client matters.
• Strong written and verbal communication skills.
• Ability to work independently and develop creative solutions.
• Admitted to New York State Bar in good standing.

Responsibilities

• Advise clients on trust and estate planning and administration.
• Develop tax-efficient family wealth transfer strategies.
• Handle domestic estate planning, including succession and lifetime giving.
• Collaborate with team members to provide comprehensive client service.

Skills

Excellent technical skills

Client service

Team-oriented

Education

Juris Doctor (JD)

Job description

Job Overview

A law firm seeks a Private Client Trust & Estates Associate / Senior Associate for its New York, NY office. The ideal candidate will have a minimum of 3 years of experience in trusts and estates, focusing on high-net-worth clients and tax planning.

Duties

• Advise clients on trust and estate planning and administration.
• Develop tax-efficient family wealth transfer strategies.
• Handle domestic estate planning, including succession and lifetime giving.
• Collaborate with team members to provide comprehensive client service.

Requirements

• Minimum of 3 years of experience in sophisticated private client matters.
• Strong written and verbal communication skills.
• Ability to work independently and develop creative solutions.
• Member of New York State bar in good standing.

Education

Juris Doctor (JD) degree from an accredited law school.

Certifications

Admitted to practice law in New York.

Skills

• Excellent technical and client service skills.
• Team-oriented with a focus on collaboration.
• Effective problem-solving capabilities.

Benefits

• Hybrid work environment with remote work options.
• Flexible in-office days and part-time opportunities.