BCG Attorney Search
Estate and Tax Planning Attorney
BCG Attorney Search - New York, New York, us, 10261
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Scroll down for a complete overview of what this job will require Are you the right candidate for this opportunity New York City, NY, United States Posted on Jul 09, 2025 Valid Through Aug 08, 2025 Profile Job Overview A law firm seeks a seasoned Estate and Tax Planning Attorney with 13 years of experience to develop sophisticated estate plans, guide tax-efficient wealth transfers, and oversee fiduciary administrations for high-net-worth clients. Location: New York City, NY. Duties
Advise clients on comprehensive estate and tax planning strategies, including wealth preservation and succession planning. Draft and review wills, revocable and irrevocable trusts, family limited partnerships, and related estate documents. Structure and implement charitable giving vehicles, including private foundations and donor-advised funds. Coordinate with tax advisors on gift, estate, generation-skipping transfer, and income tax matters. Administer probate and trust estates, handling accountings, asset distributions, and beneficiary communications. Represent fiduciaries and beneficiaries in estate and trust litigation when necessary. Mentor junior attorneys and oversee paralegal staff on file management and document preparation. Requirements
Thirteen years of practice in estate planning, tax planning, and fiduciary administration. Admission to the New York State Bar and in good standing. Demonstrated expertise in federal and New York State estate, gift, and fiduciary income tax regulations. Experience advising ultra-high-net-worth individuals and families. Strong client development and relationship-management skills. Ability to manage multiple complex matters under tight deadlines. Education
Juris Doctor (JD) from an ABA-accredited law school. Certifications
Licensed to practice law in New York State. (Preferred) Certificate in Estate Planning or Taxation. Skills
Exceptional legal research, drafting, and analytical abilities. Strategic problem-solving with a focus on tax optimization and risk mitigation. Effective oral advocacy and negotiation proficiency. Leadership and team-management experience. Proficiency with estate-planning software and legal research databases. Competitive compensation and performance-based bonus opportunities. Comprehensive health, dental, and vision insurance. 401(k) plan with employer matching. Generous paid time off and flexible work arrangements. Continuing legal education allowance and bar dues reimbursement. 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
#J-18808-Ljbffr
Scroll down for a complete overview of what this job will require Are you the right candidate for this opportunity New York City, NY, United States Posted on Jul 09, 2025 Valid Through Aug 08, 2025 Profile Job Overview A law firm seeks a seasoned Estate and Tax Planning Attorney with 13 years of experience to develop sophisticated estate plans, guide tax-efficient wealth transfers, and oversee fiduciary administrations for high-net-worth clients. Location: New York City, NY. Duties
Advise clients on comprehensive estate and tax planning strategies, including wealth preservation and succession planning. Draft and review wills, revocable and irrevocable trusts, family limited partnerships, and related estate documents. Structure and implement charitable giving vehicles, including private foundations and donor-advised funds. Coordinate with tax advisors on gift, estate, generation-skipping transfer, and income tax matters. Administer probate and trust estates, handling accountings, asset distributions, and beneficiary communications. Represent fiduciaries and beneficiaries in estate and trust litigation when necessary. Mentor junior attorneys and oversee paralegal staff on file management and document preparation. Requirements
Thirteen years of practice in estate planning, tax planning, and fiduciary administration. Admission to the New York State Bar and in good standing. Demonstrated expertise in federal and New York State estate, gift, and fiduciary income tax regulations. Experience advising ultra-high-net-worth individuals and families. Strong client development and relationship-management skills. Ability to manage multiple complex matters under tight deadlines. Education
Juris Doctor (JD) from an ABA-accredited law school. Certifications
Licensed to practice law in New York State. (Preferred) Certificate in Estate Planning or Taxation. Skills
Exceptional legal research, drafting, and analytical abilities. Strategic problem-solving with a focus on tax optimization and risk mitigation. Effective oral advocacy and negotiation proficiency. Leadership and team-management experience. Proficiency with estate-planning software and legal research databases. Competitive compensation and performance-based bonus opportunities. Comprehensive health, dental, and vision insurance. 401(k) plan with employer matching. Generous paid time off and flexible work arrangements. Continuing legal education allowance and bar dues reimbursement. 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
#J-18808-Ljbffr