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Trust and Estate Planning Associate
Company name
BCG Attorney Search
Experience
1-10 yrs required
Location
Philadelphia, PA, United States
Industry
Legal
Posted on
Aug 29, 2025
Profile
Job Overview
A law firm seeks a Trust and Estate Planning Associate for its Philadelphia, PA office. The ideal candidate will have two to five years of relevant experience in trusts and estate planning, administration, and taxation. This role offers the opportunity to work within a dynamic team in the Taxation and Wealth Planning Department.
Duties
- Conduct research and analysis related to estate planning and taxation.
- Draft documents for the implementation of estate plans.
- Prepare and review tax returns, including Federal estate tax returns.
- Plan for family-owned businesses and life insurance structures.
Requirements
- Juris Doctorate (JD) required.
- Licensed to practice law in the Commonwealth of Pennsylvania.
- Experience with high net-worth individuals and sophisticated estates.
Education
- Juris Doctorate (JD)
Certifications
- Licensed to practice law in Pennsylvania
Skills
- Strong research and writing skills.
- Excellent academic record.
- Experience in estate planning and taxation.
Benefits
- Comprehensive benefits package available.
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
Location : Philadelphia, PA
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