Private Wealth Services Associate

BCG Attorney Search; New York (NY); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance with optional HSA

Short term and long term disability insurance

Dental and vision care

Life insurance

Healthcare and Dependent Care Flexible Spending Accounts

401K plan

Vacation and sick time

Employee assistance program

Voluntary accident, life, disability, critical illness, and cancer insurance

Pet insurance

Commuter and transit programs in certain markets

Job summary

BCG Attorney Search is looking for a mid-level Private Wealth Services Associate to join its New York office. This role involves advising high-net-worth individuals, families, and fiduciaries on sophisticated estate planning and tax strategies. Candidates should have 4-7 years of experience in trusts and estates, excellent academic credentials, and admission to the New York Bar.

The position offers comprehensive benefits, including health insurance, 401K plans, and various insurance options. Strong analytical and writing skills are essential, along with the ability to work collaboratively across practices.

Qualifications

• 4-7 years of experience in trusts and estates/private wealth services at a leading firm.
• Strong background in estate planning and wealth transfer strategies for high-net-worth individuals.
• Experience drafting complex estate planning documents independently.
• Exposure to estate and trust administration is preferred.
• Excellent academic credentials and strong writing/analytical skills.
• Admission to the New York Bar (or ability to waive in).

Responsibilities

• Advise clients on estate and tax planning strategies, including gift, estate, and generation-skipping transfer tax matters.
• Structure and implement sophisticated estate plans, including wills, trusts, and family limited partnerships.
• Counsel clients on wealth preservation, business succession planning, and philanthropic planning.
• Assist with estate and trust administration, including post-mortem tax planning.
• Work on cross-border and multi-jurisdictional planning matters where applicable.
• Collaborate with colleagues across corporate, tax, and real estate practices to deliver integrated solutions.
• Participate in client development and maintain strong client relationships.

Skills

Strong analytical and writing skills.

Ability to work collaboratively across practices.

Client development and relationship management skills.

Education

Juris Doctor (JD) degree

Job description

Job Overview

A law firm seeks a mid-level Private Wealth Services Associate to join its New York office. The role involves advising high-net-worth individuals, families, fiduciaries, and closely held business owners on sophisticated estate planning, wealth transfer strategies, and related tax matters.

Duties

• Advise clients on estate and tax planning strategies, including gift, estate, and generation-skipping transfer tax matters.
• Structure and implement sophisticated estate plans, including wills, trusts, and family limited partnerships.
• Counsel clients on wealth preservation, business succession planning, and philanthropic planning.
• Assist with estate and trust administration, including post-mortem tax planning.
• Work on cross-border and multi-jurisdictional planning matters where applicable.
• Collaborate with colleagues across corporate, tax, and real estate practices to deliver integrated solutions.
• Participate in client development and maintain strong client relationships.

Requirements

• 4-7 years of experience in trusts and estates/private wealth services at a leading firm.
• Strong background in estate planning and wealth transfer strategies for high-net-worth individuals.
• Experience drafting complex estate planning documents independently.
• Exposure to estate and trust administration is preferred.
• Excellent academic credentials and strong writing/analytical skills.
• Admission to the New York Bar (or ability to waive in).

Education

Juris Doctor (JD) degree.

Certifications

Admission to the New York Bar.

Skills

• Strong analytical and writing skills.
• Ability to work collaboratively across practices.
• Client development and relationship management skills.

Benefits

• Health insurance with optional HSA.
• Short term and long term disability insurance.
• Dental and vision care.
• Life insurance.
• Healthcare and Dependent Care Flexible Spending Accounts.
• 401K plan.
• Vacation and sick time.
• Employee assistance program.
• Voluntary accident, life, disability, critical illness, and cancer insurance.
• Pet insurance.
• Commuter and transit programs in certain markets.