Private Wealth Services Associate

BCG Attorney Search; Fort Lauderdale (FL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive compensation

Excellent benefits package

Job summary

BCG Attorney Search in Fort Lauderdale, FL seeks a Private Wealth Services Associate to support estate planning, wealth preservation, and tax matters for high-net-worth clients. This full-time, onsite role provides collaboration with a dynamic team.

Responsibilities include drafting wills and trusts, tax returns, and research, while supporting estate and trust administration. Florida Bar admission is required or pursued promptly; a JD or JD/LL.M. from an ABA-accredited law school is preferred.

Qualifications

• JD or JD/LL.M. from an ABA-accredited law school.
• 0–4 years of relevant experience, preferably in estate planning or tax.
• Florida Bar admission or willingness to become licensed in Florida promptly.
• Strong academic credentials and excellent legal research and writing skills.
• Exceptional attention to detail and analytical skills.
• Strong organizational and time management abilities.
• Ability to work collaboratively in a team environment.

Responsibilities

• Assist with the preparation of estate planning documents, including wills and trusts.
• Conduct legal research and draft memoranda on tax, probate, and trust administration issues.
• Support estate and trust administration, including probate filings and asset transfers.
• Participate in client meetings and assist in developing wealth preservation strategies.
• Prepare gift, estate, and generation-skipping transfer tax returns.
• Stay updated on tax laws, estate planning strategies, and industry developments.
• Collaborate with the Private Wealth Services team to deliver high-quality legal services.

Skills

Strong legal research and writing

Attention to detail

Organizational and time management

Collaborative team player

Education

JD or JD/LL.M. from ABA-accredited law school

Job description

Job Overview

A law firm seeks a Private Wealth Services Associate for its Fort Lauderdale, FL office. This full-time, onsite position offers an opportunity to work with a dynamic team focused on estate planning, wealth preservation, and tax matters for high-net-worth clients.

Duties

• Assist with the preparation of estate planning documents, including wills and trusts.
• Conduct legal research and draft memoranda on tax, probate, and trust administration issues.
• Support estate and trust administration, including probate filings and asset transfers.
• Participate in client meetings and assist in developing wealth preservation strategies.
• Prepare gift, estate, and generation-skipping transfer tax returns.
• Stay updated on tax laws, estate planning strategies, and industry developments.
• Collaborate with the Private Wealth Services team to deliver high-quality legal services.

Requirements

• JD or JD/LL.M. from an ABA-accredited law school.
• 0-4 years of relevant experience, preferably in estate planning or tax.
• Florida Bar admission or willingness to become licensed in Florida promptly.
• Strong academic credentials and excellent legal research and writing skills.
• Exceptional attention to detail and analytical skills.
• Strong organizational and time management abilities.
• Ability to work collaboratively in a team environment.

Education

• JD or JD/LL.M. from an ABA-accredited law school.

Certifications

• Florida Bar admission or willingness to become licensed in Florida.

Skills

• Strong legal research and writing skills.
• Attention to detail and analytical skills.
• Organizational and time management abilities.
• Collaborative team player.

Benefits

• Competitive compensation package.
• Excellent benefits package.