Private Client Services Associate Job in Redwood Shores, CA Near Me - 418773 | BCGSearch.com

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Private Client Services Associate

Type Full-Time

Location California - Redwood Shores

Job ID UN97418773

Experience Level Junior Associate

Job Experience Min. 2 - Max. 4 Years

Ranking 4 : Medium to Large Business $$$$

Estimated Salary Highest Salary Band in the Market

Practice Areas Estate & Tax PlanningTrusts and Estates - General

2026-05-15 10:20:10

Job Overview
A law firm seeks a Private Client Services Associate in Redwood Shores. The ideal candidate will have two to four years of estate planning experience and a keen interest in family, financial, business, and tax matters.

Duties

  • Engage in gift and estate tax planning.
  • Administer estates and trusts.
  • Participate in charitable planning.
  • Assist in family succession planning.

Requirements

  • Two to four years of estate planning experience.
  • Active California attorney bar license.
  • Strong academic credentials.
  • Exceptional analytical and writing abilities.
  • Outstanding interpersonal skills.

Education

  • Juris Doctor (JD) degree.

Certifications

  • California attorney bar license.

Skills

  • Analytical and writing proficiency.
  • Interpersonal communication.

Benefits

  • Health care plan.
  • Retirement plan.
  • Parental leave.
  • Short/long term disability.

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