Senior Associate - Private Wealth Job in Cleveland, OH Near Me - 395895 | BCGSearch.com

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Senior Associate - Private Wealth

Top Ranked by BCG

Type Full-Time

Location Ohio - Cleveland

Job ID J0YU395895

Experience Level Senior Associate

Job Experience Min. 7 Years

Ranking 4 : Medium to Large Business $$$$

Estimated Salary Highest Salary Band in the Market

Practice Areas Tax - Private Client ServicesEstate & Tax PlanningTrusts and Estates - General

2025-11-27 00:20:58

Job Overview

A law firm seeks a senior-level associate to join its Private Wealth Group in Cleveland, Ohio. The role involves complex drafting, research, tax analysis, project management, client interaction, and preparation of gift and estate tax returns. The associate will also provide counsel on choice of entity, formation, and governance.

Duties

  • Conduct complex drafting and research.
  • Perform tax analysis and project management.
  • Engage in client interaction and prepare tax returns.
  • Advise on choice of entity, formation, and governance.

Requirements

  • 7+ years of trusts and estates experience.
  • Excellent research, written, and oral communication skills.
  • Ability to manage multiple assignments in a fast-paced environment.
  • Strong project management and client interfacing skills.

Education

  • J.D. from a nationally recognized and accredited law school.

Certifications

  • Admitted to practice law in Ohio or eligible to waive into Ohio.

Skills

  • Self-motivated with the ability to work independently and as part of a team.

Benefits

  • Participation in a performance- and hours-based bonus program.

A preeminent firm with excellent name recognition and clout, this firm has been involved in many high-stakes, high-profile suits over the last few decades. Defying easy categorizations, though, associates at this firm also praise its commitment to work-life balance and the respectful mentorship delivered from senior partners. Additionally, this firm makes a strong showing in the of-the-moment privacy and data security arena, making it an excellent destination for those interested in this in-demand field.

Your information will not be forwarded to any employers at this time. A recruiter will contact you with more information once our internal review of your resume is completed.

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