A highly respected boutique law firm with a specialized focus in Family Wealth and Tax Planning is seeking a full-time Trust and Estates Associate Attorney to join their growing team. Located in the heart of the Bay Area, this firm represents high-net-worth individuals and families from Silicon Valley, San Francisco and beyond, offering sophisticated estate, tax, and wealth planning services.
This is a fantastic opportunity to work alongside some of the most experienced and well-regarded attorneys in the field, with a clear path to partnership and strong support for business development.
Key Responsibilities:
Advise clients on complex estate planning, tax planning, estate and trust administration, and business succession matters
Handle planning for pass-through entities (LLCs and LPs), charitable giving strategies, and high-value real estate transactions
Collaborate with a close-knit team of attorneys, paralegals, and clients on tailored, high-level planning
Draft legal documents with precision and clarity, and provide thoughtful, strategic legal guidance
Requirements:
2+ years of recent experience in estate planning, tax law, or transactional law with significant overlap in estate matters
Excellent communication, drafting, and research skills
Deep understanding of federal and California tax laws
Licensed and in good standing with the California Bar
A collaborative mindset with a client-first, service-oriented approach
Strong work ethic and ability to thrive in a fast-paced, team-oriented environment
Technologically proficient and capable of producing routine work independently
Additional Highlights:
Competitive compensation based on experience
Supportive team culture that values collaboration and mentorship
No portable book of business required
Clear track toward partnership for motivated candidates
Opportunity to develop a high level of professional visibility and expertise in the estate planning field
If you're looking to join a top-tier, collaborative environment where your contributions are valued and your career can flourish, this could be the perfect next step.
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county , to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.
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