Senior Estate & Tax Planning Attorney – Private Client Focus | New York City, NY- 403608 jobs in United States
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BCG Attorney Search · 2 days ago

Senior Estate & Tax Planning Attorney – Private Client Focus | New York City, NY- 403608

BCG Attorney Search is a top-tier law firm seeking a senior Estate & Tax Planning Attorney with deep private client experience. The role involves advising high-net-worth individuals on complex estate, gift, and tax planning matters while leading sophisticated planning strategies within a respected trusts and estates practice.

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Hiring Manager
Harrison Barnes
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Responsibilities

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

Qualification

Estate planningTax planningHigh-net-worth client experienceFederalState tax lawsJuris Doctor (JD)Client managementMentoring junior attorneys

Required

Approximately 14 years of experience in estate and tax planning
Extensive background representing high-net-worth individuals and families
Strong command of federal and state tax laws impacting estate and wealth planning
Ability to independently manage complex client matters from strategy through execution
Juris Doctor (JD) from an accredited law school
Active New York Bar admission in good standing

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