Trusts & Estates Associate — Tax Planning Pro

BCG Attorney Search; Chicago (IL); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Paid time off

Health insurance

Vision insurance

Dental insurance

401(k) plan

Life insurance

Disability insurance

Job summary

BCG Attorney Search in Chicago, IL seeks a Trust and Estates Associate with 2-6 years of experience to join our respected estate planning team. You will draft and plan estate documents for clients with taxable estates, focusing on sophisticated planning strategies.

The role involves coordinating with clients and colleagues, handling GST-exempt trusts, GRATs, SLATs, and IDGTs, and preparing tax returns (Forms 706, 709, 1041). Illinois bar admission is required.

Qualifications

• 2-6 years of relevant experience in trusts and estates.
• Strong organizational, drafting, and analytical skills.
• Excellent academic credentials.
• Strong interpersonal skills.
• Illinois bar admission required.

Responsibilities

• Plan and draft estate documents for clients with taxable estates.
• Facilitate the transfer of multi-generational wealth using GST-exempt trusts, GRATs, SLATs, and IDGTs.
• Manage post-mortem administration tasks.
• Prepare and review tax returns, including Forms 706, 709, and 1041.
• Collaborate effectively with lawyers and non-lawyers.

Skills

Organizational skills

Drafting skills

Analytical skills

Team collaboration

Education

Juris Doctor (JD)

Job description

BCG Attorney Search in Chicago, IL seeks a Trust and Estates Associate with 2-6 years of experience to join our respected estate planning team. You will draft and plan estate documents for clients with taxable estates, focusing on sophisticated planning strategies.

The role involves coordinating with clients and colleagues, handling GST-exempt trusts, GRATs, SLATs, and IDGTs, and preparing tax returns (Forms 706, 709, 1041). Illinois bar admission is required.