Trust & Estate Planning Associate Job in Philadelphia, PA Near Me - 398024 | BCGSearch.com

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Trust & Estate Planning Associate

Top Ranked by BCG

Type Full-Time

Location Pennsylvania - Philadelphia

Job ID XL9B398024

Experience Level Midlevel Associate

Job Experience Min. 4 - Max. 6 Years

Ranking 3 : Mostly Business $$$

Estimated Salary Lower than Highest Salary Band in Market (Varies by Firm)

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

2025-12-15 23:27:14
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Job Overview

A law firm seeks a Trust & Estate Planning Associate in Philadelphia, PA. The position is within the Taxation & Wealth Planning Department, requiring four to six years of relevant experience. The role offers opportunities for career development in a collaborative environment.

Duties

  • Conduct research and analysis related to trusts and estate planning.
  • Draft documents for estate plan implementation.
  • Prepare and review tax returns, including Federal estate tax returns.
  • Plan for family-owned businesses and life insurance structures.

Requirements

  • Juris Doctorate (JD) required.
  • Licensed to practice law in Pennsylvania.
  • Experience with high net-worth individuals and sophisticated estates.

Education

  • Juris Doctorate (JD)

Certifications

  • Licensed to practice law in Pennsylvania

Skills

  • Strong research and writing skills.
  • Excellent academic record.

Benefits

  • Opportunities for career development.

Associates at this prestigious firm applaud that they are given high-level work paired with ample resources; the result, they say, is that they receive interesting projects and valuable collaborations with senior associates and partners. They also praise its flexible face-time policies paired with market pay.

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.

Date Last Confirmed

12-15-2025

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