Associate Attorney – Estate & Tax Planning | Chicago, IL- 405022 jobs in United States
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BCG Attorney Search · 1 day ago

Associate Attorney – Estate & Tax Planning | Chicago, IL- 405022

BCG Attorney Search is a well-established law firm seeking an Associate Attorney to join its Estate & Tax Planning practice in Chicago, Illinois. This role involves direct client interaction to develop customized estate and financial plans, emphasizing mentorship and professional growth.

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Hiring Manager
Harrison Barnes
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Responsibilities

Host and present educational workshops on estate and financial planning topics
Conduct client consultations to assess needs and recommend appropriate planning strategies
Design, review, and explain individualized estate plans aligned with client goals
Lead document signing meetings and address client questions with clarity and confidence
Collaborate closely with attorneys, advisors, and support staff to ensure excellent client service
Maintain accurate electronic records of meetings, plans, and communications
Participate in weekly mentoring sessions with a senior attorney
Engage clients in integrated estate and financial planning discussions
Respond promptly to client inquiries via phone and email

Qualification

Juris Doctor degreeActive law licensePublic speakingClient educationCommunication skillsProblem-solving skillsTime-management skillsCustomer service experienceMicrosoft Office proficiencyApple software familiarity

Required

Juris Doctor degree and active law license
Strong communication, problem-solving, and time-management skills
Comfort with public speaking, client education, and consultative discussions
Ability to manage multiple client matters efficiently
Proficiency with Microsoft Office; familiarity with Apple software is a plus
Willingness to work early evenings up to twice per month

Preferred

Customer service or client-facing experience preferred
Reliable transportation preferred

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