Private Clients Trusts amp Estates Associate
BCG Attorney Search
A law firm seeks an associate to join its Private Clients, Trusts & Estates group in Lake Forest. The ideal candidate will have experience in estate planning, including drafting and administering sophisticated planning strategies and handling estate and trust administration. Duties Advise high net worth individuals, families, and family offices. Draft wills, revocable and irrevocable trusts, and ancillary documents. Research and project tax implications of planning techniques. Prepare client educational and summary materials. Meet and communicate directly with clients to advance their goals. Support partners across the firm's platform. Requirements Experience in estate planning and trust administration. Ability to manage multiple projects in a sophisticated environment. Education Juris Doctor (JD) degree. Certifications Admission to the state bar. Skills Strong drafting and communication skills. Proficiency in tax research and planning. Client-focused with excellent interpersonal skills. Benefits Comprehensive bonus system. Opportunities for productivity and merit-based bonuses. #J-18808-Ljbffr BCG Attorney Search
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Private Clients Trusts amp Estates Associate in Lake Forest, IL vacancy
- BCG Attorney Search is looking for an associate to join its Private Clients, Trusts & Estates group in Lake Forest, Illinois. The ideal candidate should be experienced in estate planning and trust administration, with a Juris Doctor (JD) degree and admission to the state...Private client
- ...Law Group P.C. in Northbrook, Illinois is seeking an associate attorney experienced in trusts and estates to join its rapidly growing law firm. The role... ...documents, managing administration phases, and advising clients on legal changes. Applicants should have a J.D. from...SuggestedRemote jobFlexible hours
- ...with particular interest and expertise in private wealth and high-net worth group,... ...ongoing learning, and providing exemplary client service. Tax Managers operate as leaders... ...in management of Individual, Gift, Estate, and Trust income tax compliance and providing knowledgeable...Private clientWork at officeImmediate start
Mowery & Schoenfeld
Lincolnshire, IL1 day ago - ...business advisory - each designed to meet clients' current needs and help achieve... ...and one of the 5000's Fastest Growing Private Companies in America by Inc Magazine.... ...private client management; particularly estate, gift & trust tax UHNW & investment partnership experience...Private clientLocal area
Jobot
Lincolnshire, IL2 days ago $150k
...Illinois, is seeking a Senior Attorney with over 7 years of experience in trusts and estates law. The role involves handling complex estate planning and wealth transfer matters for high-net-worth clients. Responsibilities include conducting tax planning, managing trust...SuggestedRemote jobFlexible hours$20.2 - $24.04 per hour
...Wintrust Wealth Management Financial Associate Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners... ...Wintrust Investments LLC, Wintrust Private Trust, Great Lakes Advisors LLC, and The Chicago...Private clientHourly payWork at officeWintrust Financial
Libertyville, IL4 days ago$150k
...based law firm, is seeking a senior attorney experienced in trusts and estates attorney to join its rapidly growing and highly collaborative... ...planning and wealth transfer matters for high-net worth clients and with trust and estate settlement. Responsibilities Handling...Work from homeFlexible hours- Job Title: Care Manager - Private Pay Home Care Registry (Illinois) Position Summary The Care Manager is responsible for coordinating... ...private-pay registry model. This role emphasizes personalized client experience, thoughtful caregiver matching, and ongoing...Private clientFor contractorsLocal area
Griswold Home Care for Dauphin County
Highland Park, IL2 days ago - BCG Attorney Search is looking for an Estate Planning Associate Attorney in Northbrook, IL. This role requires 3 to 5 years of experience in estate planning, probate, and trust administration, with a strong understanding of estate law and taxation. The successful candidate...
- Job Overview A law firm seeks an Estate Planning Associate Attorney in Northbrook, IL. The ideal candidate... ...in estate planning, probate, and trust administration, with a strong understanding... ...processes. Duties Advise clients on estate planning strategies to preserve...Summer workWork at office
$110k - $195k
...diverse variety of complex returns for our high-net-worth clients for their trusts, estate (1041’s), and foundations Consult with our estate/gift... ...current and future taxes Train and mentor managers/seniors/associates on specialization areas, research skills, and helps to...Summer workLive inWork at officeLocal areaRemote workFlexible hoursJobot
Northbrook, IL2 days ago- A leading financial services firm seeks a Private Client Advisor in Lake Forest, Illinois. In this role, you will provide tailored financial planning and investment solutions to individuals and families, emphasizing relationship management over portfolio management. The...Private client
- JPMorganChase is seeking a Private Client Advisor in Northbrook, Illinois. This role focuses on providing comprehensive financial planning and advice, supporting a range of clients from novice savers to high-net-worth individuals. The ideal candidate has at least 2 years...Private client
$110k - $195k
...A midsize firm is seeking a qualified tax professional to prepare complex returns for high-net-worth clients. This fully remote position offers a competitive salary range of $110,000 - $195,000 per year. Ideal candidates will have over 5 years of fiduciary tax experience...Remote workFlexible hoursJobot
Northbrook, IL2 days ago$125k - $175k
...maintain relationships with clients throughout the tax process.... ...Tax Manager to join our Private Client Services (PCS) team,... ...planning and compliance for trusts, estates, partnerships, and closely held... ...Experience developing and training associate level professionals. ~...Private clientSummer workWork at officeLocal areaImmediate startRemote workFlexible hoursBPM LLP
Mundelein, IL6 days ago- ...curious tax professional with an interest in private client taxation, ongoing learning, and... ...client? About YOU: As the Tax Senior Associate within our private client team, you will be: Preparing individual and trust returns. Communicating effectively with...Private clientImmediate startRemote work
Mowery & Schoenfeld
Lincolnshire, IL14 hours ago $31k
...Redfin's top-producing real estate agents by joining an agent team... ..., in addition to helping clients already in your sphere or book... ...state license and MLS dues, association fees, mileage, cell phone plan... ...estate capacity * You are a trusted advisor with in-depth experience...Local areaFlexible hoursRocket Companies Inc.
Lake Forest, IL4 days ago$47.52k
...At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering... ...solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...Private clientJPMorgan Chase Bank, N.A.
Lake Forest, IL1 day ago- ...Senior Wealth Management Advisor Are you an experienced client advisor experienced in an RIA environment in search of a firm with outstanding... ...to address their financial planning goals through building trust and maintaining strong relationships. Creation and...
Mowery & Schoenfeld
Lake Forest, IL1 day ago $120k - $180k
...members including commercial real estate investors across all major... ...a consultative approach as a trusted advisor. Structures credit solutions... ...to deliver an excellent client experience and achieve production... ...results. # Partner with Private Client Services, Wealth Management...Private clientCasual workFlexible hoursBCU
Vernon Hills, IL3 days ago- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a...Private client
Chase
Lake Forest, IL3 days ago $75k - $95k
...Client Relationship Specialist Mesirow is an independent, employee... ...capabilities spanning Private Capital & Currency, Capital Markets... ...80 years, built around our trusted advisors, with an average... ...preferred Familiarity with estates preferred Highly motivated...Work at office- JPMorganChase is seeking a Private Client Advisor in Vernon Hills, IL to provide comprehensive financial planning and advice. This role includes building client relationships and delivering personalized investment solutions. The ideal candidate has a minimum of 2 years...Private client
$18.25 - $29.75 per hour
...Mortgage Closing Processor Old National Bank has been serving clients and communities since 1834. With over $70 billion in total... ...regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals...Old National Bank
Gurnee, IL8 hours ago- A leading global financial services firm is seeking a Private Client Advisor to deliver comprehensive financial planning and advice to individuals and families. You will build strong client relationships and utilize your expertise to support a diverse client base, ensuring...Private client
$54.4k - $81.6k
...Private Client Service Manager As an employer, BCU models the dynamic assets of a top workplace, including confidence in company leadership... ...management as needed. Partner as needed with member's trusted advisors (attorney, accountant, wealth advisor, family...Private clientWork experience placementWork at officeFlexible hours- JPMorgan Chase & Co. is looking for a Private Client Advisor in Vernon Hills, Illinois. This role involves offering comprehensive financial planning and advice to a diverse clientele. Successful candidates will demonstrate strong client acquisition skills, a commitment...Private client
- A global financial services firm is hiring a Private Client Advisor to offer financial planning and investment solutions. You will engage with clients to establish relationships while delivering personalized service and utilizing your financial expertise. The role requires...Private client
- ...seeks a talented accounting professional to join our team in Lake Forest, IL. The role offers an opportunity to develop a career in private equity and investment accounting, with responsibilities spanning fund financial reporting, property and joint venture accounting,...
- JPMorgan Chase & Co. is seeking a Private Client Advisor in Northbrook, Illinois. This role offers personalized investment solutions and comprehensive financial planning to clients from all backgrounds. Candidates should have at least 2 years of experience in financial...Private client
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Clients Trusts amp Estates Associate. Be the first to apply!
