To $200K + Lucrative Bonus Potential!

San Francisco, CA

Financial District

Education Requirements: LL.M. in Tax preferred. J.D. and CA bar admission required.

Job Description:

Boutique estate planning, trust administration and family law firm seeks senior estate planning and trust administration associate attorney with 5+ years of recent experience.  Must have background designing plans for high net worth clients and designing and drafting irrevocable trusts such as Crummey trusts, intentionally defective grantor trusts, irrevocable life insurance trusts, charitable split-interest trusts, and grantor retained annuity trusts, as well as experience in complex trust administration.

Position requires superior analytical, communication, drafting, writing, and research skills, with the ability to work both independently and as a team member.  Expertise in Federal tax law and California state tax law required.

Knowledge of and/or experience with the following is a plus:
*  Planning for blended families;
*  Generation-skipping transfer tax planning;
*  International estate planning and cross-border issues;
*  Fiduciary income tax issues; and
*  Preparation of estate tax returns and gift tax returns.

Competitive benefits package includes: Medical, dental and vision insurance, 401(k) and Profit Sharing Plans, Commuter Checks, PTO and 9 paid holidays.


Job Requirements:

1.  5+ years recent experience ideal.
2.  California Notary Public (preferred, but not required).
3.  Solid command of the English language including excellent spelling, grammar, punctuation, form and style.
4.  Must be well organized and very detail oriented.
5.  Demonstrate the ability to communicate clearly and work well in a team environment.
6.  Proficiency in MS Office, Outlook, Adobe and legal database management system(s).

Apply for this position:

Go To Job Board

Print Page

Legal Specialists on FacebookThe Specialists Group on Twitter!Legal Specialists on LinkedIn