Estate and Tax Planning Associate Attorney

Profile

Job Overview

A law firm seeks an Estate and Tax Planning Associate Attorney in Cincinnati, Ohio. The successful candidate will join a dynamic team, providing comprehensive legal solutions to a diverse client base, including high-net-worth individuals and family offices.

Duties

• Advise clients on estate and tax planning, trust administration, and business succession planning.
• Prepare and manage SLATs, IDGTs, ILITs, CRTs, GRATS, and other irrevocable trust planning tools.
• Engage directly with high-net-worth and ultra-high-net-worth clients.
• Collaborate with team members to meet clients' objectives efficiently.

Requirements

• 3-5 years of experience in estate and tax planning.
• Strong background in gift and estate tax matters.
• Experience with high-net-worth individuals in a family office setting.
• Ohio licensure required.

Education

• Superior academic credentials.

Certifications

• Ohio State Bar license.

Skills

• Excellent research and writing skills.
• Collaborative team mindset.
• Speed and accuracy in work.

Benefits

• Medical, dental, and vision coverage.
• Life insurance and disability coverage.
• Parental leave and vacation time.
• 401(k) retirement plan with employer contribution.
• Well-being and EAP support.

Company info

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