Job Details

Trusts and EstatesTax Planning Partner

Company name

BCG Attorney Search

Organization Type

Recruiter

Job Type

Partner

Date Last Verified

Sep 20,2018

Years of Experience

8-18 yrs required

Location

Baltimore, MD
  Employer Sponsored Job (Free to apply to)
 
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Profile

Baltimore office of our client seeks trusts and estates/tax planning partner to lead the estate planning practice. The candidate must have substantial experience handling a wide array of estate planning and tax mitigation issues working with high and ultra high net worth clients on a regular basis. The candidate will be counseling and advising clients with respect to estate planning and wealth preservation issues. Most clients exceed the federal estate tax exemption. Formulating creative strategies that lead to substantial tax savings. Working closely with team members in a collegial atmosphere to maximize value provided to clients. Estate administration experience is preferred. Should have computer knowledge, primarily the Microsoft office suite and some database programs. The ideal candidate should have at least $150,000+ of portable business.

Company info

BCG Attorney Search

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