Private Wealth Associate

BCG Attorney Search; Washington (District of Columbia); On-site; USD 180,000 - 250,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) retirement plan

Bonuses

Job summary

BCG Attorney Search in Washington, DC seeks a Private Wealth Associate with four to eight years of experience in sophisticated estate planning, trust and estate administration, estate and gift tax, and charitable planning.

The role involves collaborating with attorneys across the Financial Services & Capital Markets group, drafting, managing administration tasks, and advising on tax matters, with a focus on client service and professional excellence.

Qualifications

• Four to eight years of relevant experience preferred.
• Prior law firm experience required.
• Active bar license in the corresponding state or commitment to obtain one.
• Excellent academic credentials.
• Superior interpersonal skills and ability to work under pressure.

Responsibilities

• Collaborate with attorneys across various offices in the Financial Services & Capital Markets group.
• Engage in sophisticated estate planning and drafting.
• Manage trust and estate administration tasks.
• Advise on estate and gift tax matters.
• Participate in charitable planning initiatives.

Skills

Judgment

Legal drafting

Communication

Multitasking

Community involvement

Education

Juris Doctor (JD) degree

Job description

Job Overview

A law firm seeks a Private Wealth Associate for its Washington office. The ideal candidate will have four to eight years of experience in sophisticated estate planning, trust and estate administration, estate and gift tax, and charitable planning.

Duties

• Collaborate with attorneys across various offices in the Financial Services & Capital Markets group.
• Engage in sophisticated estate planning and drafting.
• Manage trust and estate administration tasks.
• Advise on estate and gift tax matters.
• Participate in charitable planning initiatives.

Requirements

• Four to eight years of relevant experience preferred.
• Prior law firm experience required.
• Active bar license in the corresponding state or commitment to obtain one.
• Excellent academic credentials.
• Superior interpersonal skills and ability to work under pressure.

Education

• Juris Doctor (JD) degree required.

Certifications

• Active bar license in the relevant state.

Skills

• Exceptional judgment and ability to handle multiple projects.
• Strong articulation of legal strategies and courses of action.
• Commitment to community involvement.

Benefits

• Comprehensive medical, dental, and vision insurance.
• 401(k) retirement plan.
• Performance and client development bonuses.