Private Clients Trusts amp Estates Senior Associate / Counsel / Income Partner

Profile

Job Overview

A law firm seeks a Senior Associate, Counsel, or Income Partner to join its Private Clients, Trusts & Estates practice in San Francisco, CA. The role involves working with two partners on significant multi-line and multi-generational client matters, advising family offices, and managing sophisticated planning strategies.

Duties

• Advise family offices and closely-held business owners.
• Develop and implement sophisticated lifetime and testamentary planning strategies.
• Supervise research and projection of tax implications of planning techniques.
• Prepare client educational and summary materials.
• Meet and communicate directly with clients to advance their goals.
• Manage client projects from inception to conclusion.
• Supervise junior attorneys.

Requirements

• Licensed and in good standing in the jurisdiction of practice.
• Excellent communication, interpersonal, and organizational skills.
• Experience managing client projects and leading teams.
• Strong understanding of income, fiduciary, estate, gift, and generation-skipping transfer tax regimes.
• Willingness to complete projects on short notice to meet client deadlines.

Education

• Juris Doctor (JD) degree.

Certifications

• Bar admission in the relevant jurisdiction.

Skills

• Exceptional attention to detail.
• Ability to work effectively in a team environment.
• Ability to manage multiple projects and shifting priorities.

Benefits

• Medical, dental, and vision insurance.
• Profit-sharing and generous paid time off.
• Flexible reimbursement account for personal well-being expenses.

Company info

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