Private Client Services Associate

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