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Private Client Services Associate
Company name
BCG Attorney Search
Experience
1-7 yrs required
Location
San Jose, CA, United States
Industry
Legal
Posted on
May 15, 2026
Profile
Job Overview
A law firm seeks a Private Client Services Associate in San Jose. The ideal candidate will have two to four years of estate planning experience and a strong interest in family, financial, business, and tax matters.
Duties
- Engage in gift and estate tax planning.
- Administer estates and trusts.
- Participate in charitable planning.
- Assist with family succession planning.
Requirements
- Two to four 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 attorney bar license.
Skills
- Analytical and writing proficiency.
- Interpersonal communication.
Benefits
- Health care plan.
- Retirement plan.
- Parental leave.
- Short/long term disability.
Company info
BCG Attorney Search
228 Hamilton Ave, 3rd Floor
Palo Alto
California
United States 94301
Phone : (650) 752-1500
Fax : (213) 895-7306
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