Private Clients Trusts amp Estates Senior Associate / Counsel / Income Partner

BCG Attorney Search; Ann Arbor (MI); On-site; USD 180,000 - 300,000; Full time

Benefits offered by this job

Health insurance

Profit sharing

Generous paid time off

Flexible reimbursement account

Job summary

BCG Attorney Search in Ann Arbor, MI seeks a Senior Associate, Counsel, or Income Partner to join its Private Clients, Trusts & Estates practice. You will work with partners on significant multi-line and multi-generational client matters, advise family offices, and develop sophisticated planning strategies.

The role emphasizes leading client projects, supervising junior attorneys, and providing clear communication with clients to advance their goals.

Qualifications

• JD required and active bar admission in the relevant jurisdiction.
• Experience managing client projects and supervising junior attorneys.
• Strong understanding of income, fiduciary, estate, gift, and generation-skipping transfer tax regimes.
• Excellent communication, interpersonal, and organizational skills.
• Exceptional attention to detail and ability to complete projects on short notice.

Responsibilities

• Advise family offices and closely-held business owners.
• Develop and implement lifetime and testamentary planning strategies.
• Manage and supervise tax implications research and projections.
• Prepare client educational and summary materials.
• Communicate directly with clients to advance their goals.
• Manage client projects from inception to conclusion.

Skills

Project management

Leadership

Client communication

Relationship building

Adaptability

Education

Juris Doctor (JD) degree

Bar admission in practicing jurisdiction

Job description

Overview

A law firm seeks a Senior Associate, Counsel, or Income Partner to join its Private Clients, Trusts & Estates practice in Ann Arbor, MI. This role involves working with partners on significant multi-line and multi-generational client matters, advising family offices, and developing sophisticated planning strategies.

Responsibilities

• Advise family offices and closely-held business owners.
• Develop and implement lifetime and testamentary planning strategies.
• Manage and supervise tax implications research and projections.
• Prepare client educational and summary materials.
• Communicate directly with clients to advance their goals.
• Manage client projects from inception to conclusion.

Requirements

• Licensed and in good standing in the practicing jurisdiction.
• Experience managing client projects and supervising junior attorneys.
• Strong understanding of income, fiduciary, estate, gift, and generation-skipping transfer tax regimes.
• Excellent communication, interpersonal, and organizational skills.
• Exceptional attention to detail.
• Willingness to complete projects on short notice.

Education and Certifications

• Juris Doctor (JD) degree.
• Bar admission in the practicing jurisdiction.

Skills

• Project management and leadership skills.
• Ability to adapt plans based on new facts and circumstances.
• Proficiency in client communication and relationship building.

Benefits

• Medical, dental, and vision insurance.
• Profit-sharing and generous paid time off.
• Flexible reimbursement account for personal well-being.