Senior Associate, Private Clients & Trusts Estates

BCG Attorney Search; San Francisco (CA); On-site; USD 210,000 - 320,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Profit-sharing and generous paid time"

Flexible reimbursement account forWell

Job summary

BCG Attorney Search is seeking a Senior Associate, Counsel, or Income Partner to join its Private Clients, Trusts & Estates practice in San Francisco, CA. The role involves advising family offices and managing sophisticated planning strategies while working with two partners on significant matters.

The ideal candidate will have a JD and a strong track record leading client projects and junior attorneys, with excellent communication and organizational skills.

Qualifications

• Licensed and in good standing in the jurisdiction of practice.
• Excellent communication, interpersonal, and organizational skills.
• Experience managing client projects and leading teams.
• Strong understanding of income, fiduciary, estate, gift, and generation-skipping transfer tax regimes.
• Willingness to complete projects on short notice to meet client deadlines.

Responsibilities

• Advise family offices and closely-held business owners.
• Develop and implement sophisticated lifetime and testamentary planning strategies.
• Supervise research and projection of tax implications of planning techniques.
• Prepare client educational and summary materials.
• Meet and communicate directly with clients to advance their goals.
• Manage client projects from inception to conclusion.
• Supervise junior attorneys.

Skills

Attention to detail

Team player

Project management

Education

Juris Doctor (JD)

Job description

BCG Attorney Search is seeking a Senior Associate, Counsel, or Income Partner to join its Private Clients, Trusts & Estates practice in San Francisco, CA. The role involves advising family offices and managing sophisticated planning strategies while working with two partners on significant matters.

The ideal candidate will have a JD and a strong track record leading client projects and junior attorneys, with excellent communication and organizational skills.