BCG Attorney Search
Tax/Estate Planner Attorney
BCG Attorney Search, Pleasanton, California, United States, 94566
A well-established law firm is seeking a
Tax and Estate Planning Associate Attorney
with 1 to 6 years of relevant experience. This position is ideal for a detail-oriented and client-focused attorney with a strong interest in estate planning, wealth transfer strategies, and tax law. The role offers an excellent opportunity to work closely with high-net-worth individuals, families, and business owners, while developing deep expertise in a specialized and high-demand practice area.
Location Pleasanton, CA
Duties
Draft wills, revocable and irrevocable trusts, powers of attorney, and other estate planning documents
Advise clients on estate, gift, generation-skipping transfer (GST), and income tax planning strategies
Assist in structuring wealth transfers, charitable giving, and business succession plans
Perform legal research and prepare memoranda on estate, trust, and tax law issues
Collaborate with partners on complex planning for high-net-worth and ultra-high-net-worth clients
Prepare or assist in the review of federal and state tax returns (706, 709, 1041, etc.)
Engage in trust and estate administration, including probate matters and fiduciary compliance
Maintain and build strong client relationships through excellent communication and service
Requirements
1 to 6 years of experience in estate planning and/or tax law
Strong working knowledge of federal gift, estate, and generation-skipping transfer tax rules
Experience handling estate and trust administration (preferred but not required)
Familiarity with planning strategies involving GRATs, IDGTs, SLATs, and charitable vehicles
Education Juris Doctor (J.D.) from an ABA-accredited law school
Certifications
Active license to practice law in at least one U.S. jurisdiction (state bar membership in relevant state preferred)
LL.M. in Taxation or Estate Planning (preferred but not required)
Skills
Excellent drafting and analytical skills
Strong research and written communication abilities
Detail-oriented with strong organizational and time management skills
Professional demeanor and ability to manage sensitive client matters with discretion
Comfortable working independently and within a team
Benefits
Competitive base salary and discretionary bonus
Medical, dental, and vision insurance
401(k) retirement plan with firm contributions
Paid time off and holidays
Ongoing training, CLE support, and mentorship opportunities
Company info BCG Attorney Search 1750 Montgomery St Fl 1 San Francisco, CA 94111 Phone: (415) 464 6897 Fax: (213) 895-7306
#J-18808-Ljbffr
Tax and Estate Planning Associate Attorney
with 1 to 6 years of relevant experience. This position is ideal for a detail-oriented and client-focused attorney with a strong interest in estate planning, wealth transfer strategies, and tax law. The role offers an excellent opportunity to work closely with high-net-worth individuals, families, and business owners, while developing deep expertise in a specialized and high-demand practice area.
Location Pleasanton, CA
Duties
Draft wills, revocable and irrevocable trusts, powers of attorney, and other estate planning documents
Advise clients on estate, gift, generation-skipping transfer (GST), and income tax planning strategies
Assist in structuring wealth transfers, charitable giving, and business succession plans
Perform legal research and prepare memoranda on estate, trust, and tax law issues
Collaborate with partners on complex planning for high-net-worth and ultra-high-net-worth clients
Prepare or assist in the review of federal and state tax returns (706, 709, 1041, etc.)
Engage in trust and estate administration, including probate matters and fiduciary compliance
Maintain and build strong client relationships through excellent communication and service
Requirements
1 to 6 years of experience in estate planning and/or tax law
Strong working knowledge of federal gift, estate, and generation-skipping transfer tax rules
Experience handling estate and trust administration (preferred but not required)
Familiarity with planning strategies involving GRATs, IDGTs, SLATs, and charitable vehicles
Education Juris Doctor (J.D.) from an ABA-accredited law school
Certifications
Active license to practice law in at least one U.S. jurisdiction (state bar membership in relevant state preferred)
LL.M. in Taxation or Estate Planning (preferred but not required)
Skills
Excellent drafting and analytical skills
Strong research and written communication abilities
Detail-oriented with strong organizational and time management skills
Professional demeanor and ability to manage sensitive client matters with discretion
Comfortable working independently and within a team
Benefits
Competitive base salary and discretionary bonus
Medical, dental, and vision insurance
401(k) retirement plan with firm contributions
Paid time off and holidays
Ongoing training, CLE support, and mentorship opportunities
Company info BCG Attorney Search 1750 Montgomery St Fl 1 San Francisco, CA 94111 Phone: (415) 464 6897 Fax: (213) 895-7306
#J-18808-Ljbffr