Trusts and Estates Associate Attorney

BCG Attorney Search; San Diego (CA); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Comprehensive health insurance

Retirement savings plan

Professional development opportunities

Job summary

BCG Attorney Search in San Diego seeks a junior-level Trusts and Estates Associate to join its Tax, Trusts and Estates, and Employee Benefits Practice Group. The ideal candidate has estate and tax planning and estate/trust administration experience for high-net-worth clients.

You will draft estate plans, assist with tax matters, perform legal research, and collaborate with senior attorneys on sophisticated planning strategies while managing multiple matters.

Qualifications

• 2-4 years of law firm experience in estate planning or tax practice.
• Excellent drafting and analytical skills.
• Accurate and strong attention to detail.
• Organized, proactive, and able to manage multiple matters.
• Superior academic credentials.

Responsibilities

• Draft estate plan documents, including wills, trusts, powers of attorney, and advance directives.
• Assist with estate, gift, and generation-skipping transfer tax matters.
• Conduct legal research and prepare memoranda on estate, tax, and trust issues.
• Collaborate with senior attorneys on complex planning strategies.
• Manage client files efficiently.

Skills

Legal Research

Legal Writing

Team Collaboration

Education

LL.M. in Taxation

Admitted to CA Bar

Job description

Job Overview

A law firm seeks a junior-level Trusts and Estates Associate Attorney to join its Tax, Trusts and Estates, and Employee Benefits Practice Group in San Diego, California. The ideal candidate will have experience in estate and tax planning and estate and trust administration for high-net-worth clients.

Duties

• Draft estate plan documents, including wills, trusts, powers of attorney, and advance directives.
• Assist with estate, gift, and generation-skipping transfer tax matters.
• Conduct legal research and prepare memoranda on estate, tax, and trust issues.
• Collaborate with senior attorneys on complex planning strategies.
• Manage client files efficiently.

Requirements

• 2-4 years of law firm experience in estate planning or tax practice.
• Excellent drafting and analytical skills.
• Accurate and strong attention to detail.
• Organized, proactive, and able to manage multiple matters.
• Superior academic credentials.

Education

LL.M. in Taxation preferred, but not required.

Certifications

• Admitted to and a member in good standing of the CA bar.

Skills

• Strong legal research and writing skills.
• Ability to work collaboratively in a team environment.

Benefits

• Comprehensive health insurance.
• Retirement savings plan.
• Professional development opportunities.