Private Client Services Associate

Profile

Job Overview

A law firm seeks a Private Client Services Associate with 2-4 years of experience to join their practice group in San Jose, CA. The role involves working closely with individuals, families, and their professional advisors to achieve personal, financial, and philanthropic goals.

Duties

• Engage in estate planning and administration.
• Advise on gift and estate tax planning.
• Assist with charitable and family succession planning.
• Collaborate with clients and their advisors nationwide.

Requirements

• 2-4 years of estate planning experience.
• Active California attorney bar license.
• Strong academic credentials.
• Exceptional analytical and writing abilities.
• Outstanding interpersonal skills.

Education

• Juris Doctor (JD) degree.

Certifications

• California State Bar license.

Skills

• Proficiency in estate and trust administration.
• Expertise in tax planning and charitable planning.
• Strong communication and client management skills.

Benefits

• Comprehensive health care plan.
• Retirement plan.
• Parental leave.
• Short and long-term disability coverage.

Company info

BCG Attorney Search
228 Hamilton Ave, 3rd Floor
Palo Alto
California
United States 94301
Phone : (650) 752-1500
Fax : (213) 895-7306