Private Client Services Associate Attorney (2-4 Years) - San Jose, CA- 418772

Job ID: 418772

Practice area:- Estate & Tax Planning,Trusts and Estates - General

Private Client Services Associate Attorney (2–4 Years) – Estate Planning & Wealth Transfer Practice | San Jose, CA | California Bar Required

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A sophisticated private wealth practice is seeking a Private Client Services Associate Attorney with 2–4 years of experience to join its San Jose office. This opportunity offers hands-on experience with estate planning, wealth transfer strategies, trust and estate administration, charitable planning, and family succession matters while working closely with high-net-worth individuals and families.

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A highly respected law firm is seeking a Private Client Services Associate Attorney to join its growing San Jose, California office. This position is ideal for attorneys who are passionate about estate planning, trust administration, wealth preservation, and advising individuals and families on complex personal, financial, business, and tax-related matters.

The successful candidate will work directly with clients on sophisticated estate planning and wealth transfer strategies while gaining meaningful responsibility and direct client exposure. Associates will have the opportunity to develop specialized expertise in trusts and estates, tax planning, charitable giving, and succession planning within a collaborative and supportive environment.

This position rarely becomes available at this level and is actively interviewing qualified candidates.

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Job Responsibilities

• Draft and implement comprehensive estate planning documents, including wills, trusts, powers of attorney, and advance healthcare directives

• Advise clients regarding gift, estate, and generation-skipping transfer tax planning strategies

• Assist with trust and estate administration matters from inception through completion

• Prepare and review estate planning and wealth transfer documentation

• Support charitable planning initiatives and philanthropic giving strategies

• Counsel clients regarding family succession planning and wealth preservation objectives

• Collaborate with financial advisors, accountants, trustees, and family representatives

• Conduct legal research involving trusts, estates, fiduciary obligations, and tax matters

• Analyze complex financial and family situations to develop customized planning solutions

• Maintain strong client relationships while providing exceptional service and responsiveness

• Assist with probate and trust administration proceedings when necessary

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Qualifications

• 2–4 years of estate planning, trusts and estates, or private client services experience

• Active California Bar admission

• Strong interest in family wealth planning, tax planning, and succession matters

• Excellent analytical and legal writing abilities

• Strong drafting skills involving estate planning documents

• Outstanding interpersonal and client communication skills

• Strong academic credentials

• Ability to manage multiple matters efficiently

• Strong attention to detail and organizational capabilities

• Ability to work independently while collaborating effectively with team members

• Commitment to providing exceptional client service

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Education

• Juris Doctor (J.D.) degree from an accredited law school

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Certifications

• Active California Bar admission

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Required Skills

• Estate planning document drafting

• Gift and estate tax planning

• Trust and estate administration

• Charitable planning strategies

• Family succession planning

• Wealth preservation counseling

• Legal research and analysis

• Client relationship management

• Written and verbal communication

• Organizational and project management skills

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Culture & Firm Appeal

This opportunity is with a respected law firm known for delivering sophisticated legal services to individuals, families, business owners, and fiduciaries. The firm's private client practice focuses on helping clients preserve wealth, achieve tax efficiency, and implement long-term succession strategies tailored to their unique objectives.

Attorneys benefit from a collegial environment that emphasizes mentorship, professional development, and meaningful client engagement. Associates are encouraged to take ownership of matters while developing specialized expertise in trusts and estates, tax planning, and wealth transfer strategies.

The firm's commitment to excellence, collaboration, and client service creates an attractive platform for attorneys seeking to build a long-term career in private client services.

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Why This Role Is Unique

• Opportunity to work directly with high-net-worth individuals and families

• Exposure to sophisticated estate planning and tax strategies

• Meaningful involvement in trust and estate administration matters

• Hands-on experience with charitable and succession planning initiatives

• Direct client interaction and relationship-building opportunities

• Strong mentorship and professional development support

• Opportunity to develop highly specialized trusts and estates expertise

• Partner-track position with long-term advancement potential

• Exposure to complex family, business, and financial planning matters

• Build a highly marketable private client services practice

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Compensation & Benefits

The firm offers a competitive compensation and benefits package, including:

• Health care plan

• Retirement savings plan

• Parental leave benefits

• Short-term disability coverage

• Long-term disability coverage

• Professional development opportunities

• Mentorship and career growth support

• Meaningful client interaction and responsibility

• Long-term advancement opportunities

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Why Apply Now?

Demand for experienced estate planning and private client attorneys continues to increase as individuals and families seek sophisticated guidance regarding wealth preservation, tax planning, charitable giving, and succession planning. This position offers an outstanding opportunity to build specialized expertise in a practice area that remains highly valued and consistently in demand.

Attorneys joining this team will gain substantial experience advising clients on complex personal and financial matters while developing skills that support long-term professional success. By year-end, successful candidates may be leading significant planning engagements and helping clients navigate critical wealth transfer and estate administration decisions.

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Apply Today

• Apply now for a confidential discussion with a BCG Attorney Search recruiter.

• Explore this elite-level opportunity today.

• Submit your resume to learn more about this prestigious role.

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BCG Attorney Search is the industry leader for placing candidates in permanent positions in law firms. Since 2000, our recruiters have placed several thousand attorneys and enjoyed extraordinarily high success rates with our candidates. As a BCG Attorney Search candidate, you have access to more opportunities than any legal placement firm in the United States. We are able to offer the most in-depth insight in the legal recruiting market thanks to our dedicated team of over 150 employees who mercilessly research, study and analyze the legal market. The depth and breadth of our research empowers us to place attorneys at rates that are unparalleled at any placement firm in the United States. Many of our recruiters make 30 to 40 placements per year, while recruiters at competitor firms are likely to make four or five. Unlike other placement firms that can only tell you about openings at major AmLaw firms, we place candidates of all backgrounds in firms of all sizes. While other legal recruiters only represent a narrow band of candidates from top law firms and top law schools, our research, firm contacts, and market insight allow us to place hundreds of candidates each year who do not fit this mold. It is rare that we do not get candidates we represent interviews and offers. No one in the world is better at legal recruiting and placement than BCG Attorney Search.

BCG Attorney Search will confidentially review your application and will not forward your materials to the firm without first discussing the opportunity with you.