Associate - Private Wealth Services

Profile

Job Overview

A law firm seeks an Associate for Private Wealth Services in Chicago, IL. The role involves representing first-generation entrepreneurs, hedge funds, private equity fund principals, tech founders, and high-net-worth families. The Associate will counsel clients on financial affairs, including estate and income tax planning, corporate restructuring, and philanthropic objectives.

Duties

• Advise clients on estate and income tax planning, corporate restructuring, and governance.
• Manage estate and trust administration, including trust modification and migration strategies.
• Assist clients in achieving philanthropic goals through grants and private foundations.
• Design documents and structures to maximize tax efficiency and minimize disputes.

Requirements

• JD or LLM or foreign equivalent degree.
• 3 years of experience in estate planning, trust administration, and tax planning.
• Experience drafting comprehensive estate planning documents.
• Proficiency in developing estate tax planning strategies and trust modification.
• Admitted to the Illinois bar or eligible for admission within 2 years.

Education

• JD or LLM or foreign equivalent degree.

Certifications

• Admitted to the Illinois bar or another U.S. state bar.

Skills

• Strong legal research and analytical skills.
• Ability to manage complex legal issues and multi-jurisdictional tax law.

Benefits

• Health insurance with optional HSA.
• Short and long-term disability insurance.
• Dental and vision care.
• Life insurance and flexible spending accounts.
• 401K, vacation, and sick time.
• Employee assistance program.
• Voluntary accident, life, disability, critical illness, and pet insurance.
• Commuter and transit programs in certain markets.

Company info

BCG Attorney Search
200 South Wacker Drive, 31st Floor
Chicago
Illinois
United States 60606
Phone : (312) 321-9411
Fax : (213) 895-7306