Trusts and Estates Counsel or Partner

BCG Attorney Search; Philadelphia (Philadelphia County); On-site; USD 140,000 - 230,000; Full time

Benefits offered by this job

Comprehensive benefits package

Collegial, team-oriented environment

Job summary

BCG Attorney Search seeks an experienced Trusts and Estates attorney in Philadelphia with strong tax and transactional experience. The ideal candidate will handle estate planning, wealth transfer strategies, and trust administration for high-net-worth clients.

The role emphasizes drafting of complex documents, coordination with corporate teams on M&A-related tax matters, and integration of tax planning with liquidity events.

Qualifications

• 7–10 years in estate planning and federal tax law.
• Exposure to M&A or closely held business matters.
• Excellent drafting, analytical, and communication skills.

Responsibilities

• Advise high-net-worth individuals, families, and business owners on advanced estate planning, wealth transfer strategies, and trust administration.
• Develop tax-efficient estate and business succession plans, including trusts, family partnerships, and charitable structures.
• Partner with corporate and transactional teams on M&A matters involving shareholder, partnership, and tax considerations.
• Counsel clients on integrating estate and income tax planning with liquidity events, including pre- and post-sale planning.
• Draft and review complex estate planning documents such as trusts, wills, and operating agreements.
• Maintain strong client relationships and coordinate with accountants, advisors, and other professionals to deliver comprehensive solutions.

Skills

Analytical skills

Communication skills

Drafting abilities

Independent matter management

Education

J.D. degree

LL.M. in Taxation preferred

Job description

Job Overview

A law firm seeks an experienced Trusts and Estates attorney with strong tax and transactional experience to join their practice in Philadelphia, PA. The ideal candidate will possess deep knowledge of estate, gift, and generation-skipping transfer tax planning, along with familiarity with corporate and partnership tax issues related to business sales, restructurings, and succession planning.

Duties

• Advise high-net-worth individuals, families, and business owners on advanced estate planning, wealth transfer strategies, and trust administration.
• Develop tax-efficient estate and business succession plans, including trusts, family partnerships, and charitable structures.
• Partner with corporate and transactional teams on M&A matters involving shareholder, partnership, and tax considerations.
• Counsel clients on integrating estate and income tax planning with liquidity events, including pre- and post-sale planning.
• Draft and review complex estate planning documents such as trusts, wills, and operating agreements.
• Maintain strong client relationships and coordinate with accountants, advisors, and other professionals to deliver comprehensive solutions.

Requirements

• 7-10 years of experience in estate planning and federal tax law, including exposure to M&A or closely held business matters.
• Strong command of federal income, estate, and gift tax rules.
• Excellent drafting, analytical, and communication skills.
• Ability to independently manage multiple complex matters.

Education

J.D. required; LL.M. in Taxation strongly preferred.

Certifications

Pennsylvania Bar admission.

Skills

• Strong analytical and communication skills.
• Excellent drafting abilities.
• Ability to manage complex matters independently.

Benefits

• Comprehensive benefits package.
• Collegial, team-oriented environment.