Private Client Services Senior Associate

Profile

Job Overview

A law firm seeks a highly skilled Senior Associate to join the Private Client Services Group in Philadelphia. This role offers the opportunity to engage in sophisticated estate planning, trust administration, and ultra-high-net-worth client advisory. The successful candidate will excel in a client-centric environment, working with high-profile families and entrepreneurs to structure complex estate plans and advise on wealth strategies.

Duties

• Design and implement advanced estate planning strategies, including dynasty trusts and charitable vehicles.
• Advise on family office governance, fiduciary roles, and succession planning.
• Provide guidance on luxury asset succession, such as aircraft and art collections.
• Collaborate with investment advisors and accountants for integrated client solutions.
• Understand tax matters related to estates and trusts, including tax return preparation.
• Represent clients in probate proceedings and IRS audits when necessary.

Requirements

• Minimum 6-8 years of experience in trusts and estates law with UHNW client exposure.
• Strong drafting skills and familiarity with tax implications of estate structures.
• Experience with family office operations and philanthropic planning.
• Exceptional interpersonal skills and ability to navigate sensitive family matters.
• Commitment to excellent client service, discretion, and confidentiality.
• Pennsylvania Bar membership required.

Education

• LL.M. in Taxation or Estate Planning preferred.

Certifications

• Pennsylvania Bar membership required.

Skills

• Strong understanding of changing legal, tax, and regulatory rules.
• Ability to collaborate effectively with professionals across disciplines.

Benefits

• Access to elite clientele and complex planning opportunities.
• A culture of discretion, innovation, and collaboration.
• Strategic growth in key markets including Florida, New York, and California.

Company info

BCG Attorney Search
125 Park Avenue, 25th floor
New York
New York
United States 10017
Phone : (212) 232-0277
Fax : (213) 895-7306