Senior Private Wealth Planning Associate

Profile

Job Overview

A law firm seeks a senior associate or counsel level attorney with a minimum of five years of experience in high-net-worth wealth planning to join the practice in the Los Angeles office. The ideal candidate will possess excellent communication skills, outstanding academic credentials, and a solid understanding of estate, gift, and GST tax planning strategies.

Duties

• Manage large projects and interface with clients and their advisors.
• Independently draft legal documents related to wealth planning.
• Collaborate with team members to develop comprehensive planning strategies.

Requirements

• Minimum of five years of experience in wealth planning.
• Experience in estate planning at a law or accounting firm preferred.
• Enrollment in or completion of a related LL.M. program preferred.
• Admitted to and in good standing with the California bar.

Education

• Juris Doctorate degree from an accredited law school.

Certifications

• California bar admission.

Skills

• Excellent oral and written communication skills.
• Strong project management abilities.
• Proficiency in estate, gift, and GST tax planning strategies.

Benefits

• Access to privileged and confidential firm and client information.
• Opportunity to work in a dynamic and collaborative environment.

Company info

BCG Attorney Search
10537 Santa Monica Blvd., Suite 301
Century City
California
United States 90025
Phone : (310) 444 0000
Fax : (213) 895-7306