Tax Associate - Private Client

BCG Attorney Search; Southfield (MI); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Flexible spending accounts

401K plan

Paid time off & holidays

Bonus opportunities

Job summary

BCG Attorney Search is seeking a Tax Associate to join the Private Client group in Detroit, Michigan. The ideal candidate will have a strong background in estate, gift, and income tax planning for high-net-worth individuals.

Duties include advising on wealth transfer, preparing estate tax projections, collaborating with CPA firms, drafting trust documents, and reviewing estate planning for tax reporting accuracy.

Qualifications

• Three or more years of tax planning experience for high-net-worth individuals.
• Experience with tax research in estate, gift, and non-profit areas.
• Juris Doctor (JD) degree required.
• CPA or LLM preferred but not required.
• Strong analytical and research skills.
• Excellent communication and interpersonal abilities.

Responsibilities

• Advise clients on wealth transfer and charitable planning strategies.
• Prepare estate tax projections and review estate and gift tax returns.
• Collaborate with CPA firms to ensure accurate tax filings and trust accountings.
• Assist in drafting trust agreements and related transfer documents.
• Review existing estate planning documents for tax reporting accuracy.

Skills

Analytical skills

Research skills

Communication skills

Interpersonal skills

Education

Juris Doctor (JD)

Job description

Job Overview

A law firm seeks a Tax Associate to join their Private Client group in Detroit, Michigan. The ideal candidate will have a strong background in estate, gift, and income tax planning for high-net-worth individuals.

Duties

• Advise clients on wealth transfer and charitable planning strategies.
• Prepare estate tax projections and review estate and gift tax returns.
• Collaborate with CPA firms to ensure accurate tax filings and trust accountings.
• Assist in drafting trust agreements and related transfer documents.
• Review existing estate planning documents for tax reporting accuracy.

Requirements

• Three or more years of experience in tax planning for high-net-worth individuals.
• Experience with tax research in estate, gift, and non-profit areas.
• Juris Doctor (JD) degree required.
• CPA or LLM preferred but not required.
• Strong analytical and research skills.
• Excellent communication and interpersonal abilities.

Benefits

• Medical, dental, and vision insurance.
• Life and long-term disability insurance.
• Flexible spending accounts.
• 401K plan.
• Paid Time Off and paid holidays.
• Bonus opportunities.