Mid- to Senior-level Private Wealth Associate Attorney Job in Cleveland, OH Near Me - 324649 | BCGSearch.com

Mid- to Senior-level Private Wealth Associate Attorney

Type Full-Time

Location Ohio - Cleveland

Job ID YSNH324649

Experience Level Midlevel Associate

Job Experience Min. 3 - Max. 5 Years

Ranking 4 : Medium to Large Business $$$$

Estimated Salary Highest Salary Band in the Market

Practice Areas Trusts and Estates - General

2024-02-08 04:19:58

A law firm in Cleveland, OH, is seeking a Mid- to Senior-level Private Wealth Associate Attorney with 5 or more years of trusts and estates experience. The ideal candidate will possess excellent research, writing, and oral communication skills, a strong academic record, and be admitted to practice law in Ohio (or be eligible to waive into Ohio). The position involves complex drafting, tax analysis, project management, client interaction, and counsel regarding choice of entity, formation, and governance.


  • Draft complex trusts, wills, and other estate planning documents.
  • Conduct legal research on tax, estate planning, and trust administration issues.
  • Analyze tax implications and develop strategies to minimize tax liabilities for clients.
  • Manage projects related to estate planning and administration, including coordinating with clients, financial advisors, and other professionals.
  • Interact with clients to understand their goals and objectives and provide tailored legal advice.
  • Prepare gift and estate tax returns and assist with tax compliance matters.
  • Advise clients on choice of entity selection, formation, and governance matters, including LLCs, partnerships, and S-corporations.
  • Provide counsel on trust and estate administration issues, including probate proceedings and trust distributions.
  • Stay updated on changes in relevant laws and regulations affecting trusts, estates, and tax matters.


  • 5 or more years of trusts and estates experience.
  • Strong research, written, and oral communication skills.
  • Juris Doctor (J.D.) degree from a nationally recognized and accredited law school.
  • Admission to practice law in Ohio or eligibility to waive into Ohio.
  • Experience in complex drafting, tax analysis, and client interaction.
  • Ability to manage multiple projects and work effectively under deadlines.
  • Attention to detail and accuracy in work product.
  • Ability to work independently and as part of a team.

Education and Certifications:

  • Juris Doctor (J.D.) degree from an accredited law school.
  • Admission to the State Bar of Ohio, or eligibility to waive into Ohio.

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.

Similar Jobs Near Me

View All Listings

Member-Level Corporate Attorney

 Ohio - Cleveland

Job Overview: A law firm in Cleveland, OH, is seeking a Member-Level Corporate Attorney with extensive experience in corporate transactions, complex estate planning, business succession planning, and general business counseling. The ideal candidate will work with a progressive team, serving existing clients, and should possess a self-starting attit....

View Job Post

Probate, Wills, Estate Planning Attorney

 Ohio - Cleveland

Job Overview:A law firm in Cleveland, OH is seeking a highly qualified Probate, Wills, and Estate Planning Attorney to join their team. The ideal candidate will have a profound understanding of probate and estate planning laws, possess an active license to practice law in Ohio with a clean disciplinary record and showcase at least 3+ years of exper....

View Job Post

Probate and Estate Planning Attorney

 Ohio - Cleveland

Cleveland office of a BCG Attorney Search Top Ranked Law Firm seeks a probate and estate planning attorney with some experience. The candidate will be responsible for succession planning, personal and family wealth matters, wills, trusts, tax strategies, and the smooth transfer of family business ownership. Bar admission is required.

View Job Post