Estate and Tax Planning Associate
BCG Attorney Search
Job Overview A law firm seeks an Estate and Tax Planning Associate for its Newport Beach, California office. The successful candidate will join a dynamic team providing comprehensive legal solutions to a diverse client base, including high-net-worth individuals and family offices. Duties Advise clients on estate and tax planning, trust administration, and business succession planning. Prepare and manage SLATs, IDGTs, ILITs, CRTs, GRATS, and other irrevocable trust planning tools. Collaborate with high-net-worth and ultra-high-net-worth clients to meet their objectives. Conduct thorough research and provide well-documented legal advice. Requirements 5-7 years of experience in estate and tax planning. Strong background in gift and estate tax matters. Direct client experience with high-net-worth individuals in a family office setting. Superior academic credentials and excellent research and writing skills. Education Juris Doctor (JD) degree from an accredited law school. Certifications Licensed to practice law in California. Skills Exceptional analytical and problem-solving abilities. Strong interpersonal and communication skills. Ability to work collaboratively in a team environment. Benefits Medical, dental, and vision coverage. Life insurance and disability coverage. Parental leave and vacation time. 401(k) retirement plan with generous contributions. Well-being and employee assistance programs. #J-18808-Ljbffr BCG Attorney Search
Vacancy posted 2 days ago
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