Private Client Services Associate Attorney - Midlevel

Profile

Job Overview

A law firm seeks a midlevel Private Client Services Associate Attorney in San Francisco, CA. The ideal candidate will have 4-6 years of experience in trust and estate planning and administration, with strong academic credentials and excellent communication skills.

Duties

• Assist individuals and families with estate and tax planning techniques.
• Create and administer family offices and modify trusts.
• Administer complex estates and plan for business interests and unique assets.
• Analyze complex transfer tax issues and handle tax controversies.

Requirements

• 4-6 years of relevant transactional experience.
• Strong academic credentials.
• Excellent verbal and written communication skills.
• LL.M. in tax preferred but not required.

Education

• Juris Doctor (JD) degree.

Certifications

• Bar admission in the relevant jurisdiction.

Skills

• Proficiency in trust and estate planning and administration.
• Strong analytical and problem-solving abilities.
• Effective communication and interpersonal skills.

Benefits

• Annual discretionary bonus.
• 401(k) plan.
• Medical, dental, and vision insurance.
• Personal medical and parental leave.
• Up to ten paid holidays.
• Family care benefits.

Company info

BCG Attorney Search
1750 Montgomery St Fl 1
San Francisco
California
United States 94111
Phone : (415) 464 6897
Fax : (213) 895-7306