BCG Attorney Search · 20 hours 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.
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
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
BCG Attorney Search is a legal recruiter placing attorneys across all types of law firms and practice areas.