What are the responsibilities and job description for the Estate & Tax Planning Associate Attorney (2+ Years) – Lansdale, PA- 425578 position at BCG Attorney Search?
Job ID: 425578
Practice area:- Estate & Tax Planning,Trusts and Estates - General
Estate & Tax Planning Associate Attorney (2 Years) – Private Wealth Practice | Lansdale, PA
Keywords: Estate & Tax Planning Attorney,Estate Planning Attorney,Trusts and Estates Attorney,Private Wealth Attorney,Trust Administration Attorney,Lansdale legal jobs,Pennsylvania legal jobs,Attorney jobs PA,PA Bar required,Law firm estate planning associate,Partner-track position,lawyer,estate planning, gift tax, generation-skipping, dynasty trust, GRAT, QTIP trust, charitable trust, family wealth planning
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A highly respected private wealth law practice is seeking an Estate & Tax Planning Associate Attorney with 2 years of experience to join its Lansdale, Pennsylvania office. This opportunity offers sophisticated estate planning, trust administration, and wealth preservation work while collaborating with experienced attorneys serving high-net-worth individuals, families, and business owners.
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Job Overview
A distinguished Family Wealth Planning Practice is seeking an Estate & Tax Planning Associate Attorney to assist clients with sophisticated estate planning, trust administration, and estate and gift tax matters. The successful candidate will work closely with senior attorneys while advising clients on wealth preservation strategies, fiduciary planning, and long-term succession planning.
This position provides immediate client exposure, substantial drafting responsibilities, and opportunities to build a sophisticated private wealth practice. Attorneys seeking Lansdale legal jobs with a respected trusts and estates practice will find an exceptional opportunity for professional growth, mentorship, and long-term career advancement.
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Duties
• Draft comprehensive estate planning documents, including wills, revocable trusts, irrevocable trusts, powers of attorney, and advance healthcare directives.
• Collaborate with senior attorneys on sophisticated estate planning and wealth preservation strategies.
• Assist clients with trust administration and estate settlement matters.
• Provide legal guidance regarding estate, gift, and fiduciary tax planning.
• Conduct legal research involving trusts, estates, taxation, and fiduciary law.
• Prepare legal memoranda, correspondence, and estate planning documentation.
• Participate in client meetings and provide practical legal advice on private wealth matters.
• Coordinate with accountants, financial advisors, trustees, and fiduciaries to develop comprehensive estate planning solutions.
• Manage multiple estate planning matters while maintaining exceptional client service.
• Stay informed regarding developments in estate planning, trust administration, and tax law.
• Build long-term client relationships through responsive communication and practical legal guidance.
• Contribute to the continued growth of the firm's Family Wealth Planning Practice.
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Requirements
• 2 years of estate and tax planning experience.
• Active admission to the Pennsylvania Bar.
• Experience with sophisticated estate planning and trust administration preferred.
• Strong legal research, writing, and analytical abilities.
• Excellent communication and interpersonal skills.
• Outstanding organizational and time management skills.
• Ability to independently manage multiple client matters.
• Detail-oriented with exceptional problem-solving abilities.
• Entrepreneurial mindset and commitment to collaborative teamwork.
• Dedication to delivering exceptional client service.
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Education
• Distinguished academic background.
• Juris Doctor (JD) from an accredited law school.
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Certifications
• Active admission to the Pennsylvania Bar.
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Skills
• Estate planning.
• Trust administration.
• Estate and gift tax planning.
• Wealth preservation.
• Private client services.
• Drafting wills and trusts.
• Fiduciary counseling.
• Estate administration.
• Legal research and writing.
• Client counseling.
• Strong analytical reasoning.
• Excellent communication and interpersonal skills.
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Benefits
• Professional mentorship opportunities.
• Immediate client exposure on meaningful projects.
• Supportive work environment with significant growth opportunities.
• Competitive salary and comprehensive benefits package.
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Why Join This Firm?
This highly respected private wealth practice is recognized for delivering sophisticated estate planning, trust administration, and tax planning services to individuals, families, and business owners. Attorneys work on complex wealth preservation and succession planning matters while collaborating with experienced professionals who value mentorship, teamwork, and exceptional client service.
The firm's culture emphasizes professional development, entrepreneurial thinking, and meaningful client relationships. Associates receive substantial responsibility early in their careers, sophisticated private wealth experience, and opportunities to develop long-term client relationships while progressing toward a Partner-track position. This Estate & Tax Planning Attorney opportunity is actively interviewing qualified candidates seeking Lansdale legal jobs, Pennsylvania legal jobs, and a rewarding career within a premier private wealth practice.
BCG Attorney Search is the industry leader for placing candidates in permanent positions in law firms. Since 2000, our recruiters have placed several thousand attorneys and enjoyed extraordinarily high success rates with our candidates. As a BCG Attorney Search candidate, you have access to more opportunities than any legal placement firm in the United States. We are able to offer the most in-depth insight in the legal recruiting market thanks to our dedicated team of over 150 employees who mercilessly research, study and analyze the legal market. The depth and breadth of our research empowers us to place attorneys at rates that are unparalleled at any placement firm in the United States. Many of our recruiters make 30 to 40 placements per year, while recruiters at competitor firms are likely to make four or five. Unlike other placement firms that can only tell you about openings at major AmLaw firms, we place candidates of all backgrounds in firms of all sizes. While other legal recruiters only represent a narrow band of candidates from top law firms and top law schools, our research, firm contacts, and market insight allow us to place hundreds of candidates each year who do not fit this mold. It is rare that we do not get candidates we represent interviews and offers. No one in the world is better at legal recruiting and placement than BCG Attorney Search.
BCG Attorney Search will confidentially review your application and will not forward your materials to the firm without first discussing the opportunity with you.
Salary : $105,000 - $120,000