Private Client Trust & Estates Associate

BCG Attorney Search; New York (NY); On-site; USD 200,000 - 250,000; Full time

Job summary

BCG Attorney Search seeks a Private Client Trust & Estates Associate/Senior Associate for its New York, NY office. The role focuses on high-net-worth clients, trust and estate planning, and tax planning.

The successful candidate will have a minimum of 3 years of experience in sophisticated private client matters and be admitted to the New York bar. The position entails advising on planning and administration, developing tax-efficient strategies, and collaborating with the team to deliver

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.
• Member of 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

Strong communication

Independent work

Client service

Team collaboration

Problem solving

Education

Juris Doctor (JD)

New York bar admission

Job description

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.

About the Role

The role involves advising clients on trust and estate planning and administration, developing tax-efficient family wealth transfer strategies, handling domestic estate planning, including succession and lifetime giving, and collaborating with team members to provide comprehensive client service.

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.

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.
• Member of New York State bar in good standing.

Required Skills

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

Preferred Skills

• Juris Doctor (JD) degree from an accredited law school.
• Admitted to practice law in New York.

Pay range and compensation package

Pay scale: $200000- $250000