13+ Year Estate & Tax Planning Attorney – Private Client Focus | New York City, NY- 398919 jobs in United States
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BCG Attorney Search · 1 day ago

13+ Year Estate & Tax Planning Attorney – Private Client Focus | New York City, NY- 398919

BCG Attorney Search is a distinguished law firm in New York City seeking a senior Estate and Tax Planning Attorney. This role offers the opportunity to advise high-net-worth individuals and families on sophisticated estate, gift, and tax planning strategies within a well-established private client practice.

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Hiring Manager
Harrison Barnes
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Responsibilities

Advise clients on estate, gift, and generation-skipping transfer tax planning strategies
Draft and review sophisticated wills, trusts, powers of attorney, and advance directives
Design and implement comprehensive estate planning structures for high-net-worth individuals and families
Counsel clients on tax-efficient wealth transfer and asset protection strategies
Coordinate with financial advisors, accountants, and other professional advisors
Review and update estate plans to reflect changes in law and evolving client circumstances
Mentor junior attorneys and contribute to practice development initiatives

Qualification

Estate planningTax planningHigh-net-worth advisoryFederal tax lawsState tax lawsJuris Doctor (JD)Client relationship managementWritten communicationVerbal communicationMentoring

Required

Approximately 13 years of experience in estate and tax planning
Extensive experience advising high-net-worth individuals and families
Strong knowledge of federal and state tax laws impacting estate planning
Ability to independently manage complex and sensitive client matters
Juris Doctor (JD) from an accredited law school
Active New York law license in good standing
Excellent written, verbal, and client relationship management skills

Company

BCG Attorney Search

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BCG Attorney Search is a legal recruiter placing attorneys across all types of law firms and practice areas.

Funding

Current Stage
Growth Stage

Leadership Team

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Mihir Sheth
Chief Technology Officer
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Harrison Barnes
Founder and Attorney Placement Professional at BCG Attorney Search
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Company data provided by crunchbase