Trusts and Estates Associate

BCG Attorney Search; Greenwich (CT); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Opportunities for professional growth

Engagement with a dynamic and supportive team

Job summary

BCG Attorney Search is seeking a Trusts and Estates Associate for its Private Client Services Department located in New Haven, Stamford, or Greenwich, CT. The ideal candidate will have 3 to 7 years of experience in estate planning, trust administration, and tax compliance.

This role involves engaging high-net-worth clients, drafting estate planning documents, and ensuring compliance with relevant regulations. Strong organizational and analytical skills, along with exceptional communication abilities, are essential.

Qualifications

• 3 to 7 years of relevant legal experience.
• Strong organizational and analytical skills.
• Excellent verbal and written communication abilities.

Responsibilities

• Engage directly with high-net-worth clients on estate planning matters.
• Draft sophisticated estate planning documents.
• Administer estates and trusts efficiently.
• Ensure compliance with estate and tax regulations.

Skills

Estate planning

Trust administration

Tax compliance

Analytical skills

Communication skills

Interpersonal skills

Education

Juris Doctor (JD)

LL.M. in Estate Planning or Tax

Job description

Job Overview

A law firm seeks a Trusts and Estates Associate to join its Private Client Services Department in New Haven, Stamford, or Greenwich, CT. This role is ideal for an attorney with 3 to 7 years of experience in estate planning, trust administration, and tax compliance.

Duties

• Engage directly with high-net-worth clients on estate planning matters.
• Draft sophisticated estate planning documents.
• Administer estates and trusts efficiently.
• Ensure compliance with estate and tax regulations.

Requirements

• 3 to 7 years of relevant legal experience.
• Strong organizational and analytical skills.
• Excellent verbal and written communication abilities.
• Proficiency in interpersonal interactions.

Education

• Juris Doctor (JD) degree.
• LL.M. in Estate Planning or Tax preferred.

Certifications

• Bar admission in the state of Connecticut.

Skills

• Expertise in domestic and international estate planning.
• Ability to manage complex client matters independently.

Benefits

• Opportunities for professional growth and mentorship.
• Engagement with a dynamic and supportive team.