About the position
Responsibilities
• Advising on advanced estate, gift, and income tax planning strategies
• Drafting and structuring revocable living trusts, irrevocable gift trusts, and related estate planning documents
• Managing trust administration matters for high-net-worth clients
• Conducting legal research and preparing technical memoranda on tax and estate issues
Requirements
• Juris Doctor (JD) from an accredited law school
• California Bar admission required
• 5 + years of experience in estate planning, tax planning, and trust administration
• Demonstrated ability to work on advanced estate and income tax planning matters
• Experience drafting and structuring a wide range of trust vehicles
• Strong written and verbal communication skills; confidence interacting with high-net-worth clients
• High attention to detail and ability to manage multiple complex matters simultaneously
Nice-to-haves
• LL.M. in Taxation or Estate Planning (highly preferred)
• Strong background in tax law and/or prior experience in a tax-focused legal practice
• Experience in a law firm environment serving high-net-worth individuals and privately held businesses
• Experience creating LLC’s
Benefits
• Medical, dental, and vision insurance
• 401(k) with employer participation
• Paid time off and paid holidays
Apply Now
Apply Now