Job added in hotlist
Applied job
Contract job
90-day-old-job
part-time-job
Recruiter job
Employer job
Expanded search
Apply online not available
View more jobs in Denver, CO
View more jobs in Colorado

Job Details

Senior Wealth Planning Attorney

Company name
BCG Attorney Search

Experience
9-20 yrs required

Location
Denver, CO, United States

Industry
Legal

Posted on
Jun 09, 2025

Profile

A law firm in Denver is seeking a highly experienced Senior Wealth Planning Attorney to serve as a trusted business advisor to clients. The candidate will guide clients through various legal matters over their life cycle, with a focus on estate planning, trust and estate administration, gift and estate tax returns, marital property agreements, and transfer tax planning. The role involves building strong client relationships by providing advice on adapting to unforeseen family and business issues, economic conditions, and evolving tax laws.

 

Duties:

  • Serve as a business advisor, providing legal guidance to clients throughout their life cycle.
  • Create and implement comprehensive estate plans tailored to individual client needs.
  • Administer trusts and estates, including preparation and/or review of gift tax returns and estate tax returns.
  • Draft and review marital property agreements and engage in transfer tax planning.
  • Build and maintain strong client relationships through direct interaction and effective communication.
  • Advise clients on adapting to unforeseen family and business issues, economic conditions, and changing tax laws.

 

Requirements:

  • Juris Doctor (J.D.) from an ABA-accredited law school.
  • 10 years of experience in creating and implementing estate plans, trust and estate administration, marital property agreements, and transfer tax planning.
  • Colorado license preferred or willingness to become licensed in Colorado.
  • Excellent academic credentials.
  • Excellent interpersonal skills and ability to work effectively with a diverse group of clients, attorneys, and staff.
  • Excellent oral and written communication skills.

 

Skills:

  • Expertise in creating and implementing estate plans.
  • Proficient in the administration of trusts and estates.
  • Experience with gift and estate tax returns.
  • Drafting and reviewing marital property agreements.
  • Knowledge of transfer tax planning, including the use of lifetime irrevocable trusts.
  • Strong interpersonal skills and the ability to build and maintain client relationships.
  • Effective oral and written communication skills.

 

Benefits:

  • 401(k) with Company Contribution.
  • Short-Term Disability Plan.
  • Long-Term Disability Plan.
  • Life Insurance.
  • Critical Illness Insurance.
  • Parental/Family Leave.

Company info

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

Similar Jobs:
Location: Denver, COJob Overview:A law firm seeks an Associate Attorney with expertise in family law and probate to join its expanding practice in Denver, CO. This role is ideal for a dedicated legal professional eager to work in ...
Job Title: Estate Planning, Probate, and Real Estate Associate AttorneyJob Overview: A prominent law firm based in Lakewood, CO is seeking an Associate Attorney with expertise in Estate Planning, Probate, and Real Estate law. The ...
We are seeking remote legal placement assistants to help us with various recruiting-related tasks.This position is a salary + commission role where you would be responsible for researching openings and matching candidates in our d...
I was very pleased with the EmploymentCrossing. I found a great position within a short amount of time … I definitely recommend this to anyone looking for a better opportunity.
Jose M - Santa Cruz, CA
  • All we do is research jobs.
  • Our team of researchers, programmers, and analysts find you jobs from over 1,000 career pages and other sources
  • Our members get more interviews and jobs than people who use "public job boards"
Shoot for the moon. Even if you miss it, you will land among the stars.
EmploymentCrossing - #1 Job Aggregation and Private Job-Opening Research Service — The Most Quality Jobs Anywhere
EmploymentCrossing is the first job consolidation service in the employment industry to seek to include every job that exists in the world.
Copyright © 2025 EmploymentCrossing - All rights reserved. 168 192