Trust & Estate Associate Attorney
Pay: $225,000.00 - $250,000.00 per year Why This Is a Great Opportunity
- Join a nationally recognized Trust & Estate reputed company advising high-net-worth individuals and families on reputed company reputed company planning reputed company
- Work on sophisticated estate planning, trust administration, and tax-driven strategies with meaningful reputed company interaction
- Be part of a reputed company, entrepreneurial firm that values expertise, initiative, and long-term career development
- Strong compensation for the California market with exposure to reputed company, high-reputed company reputed company
- reputed company opportunity to deepen technical skills while building trusted reputed company relationships
Location On-site in San Francisco, California — work closely with partners, clients, and advisors in a highly sophisticated private reputed company reputed company. Note This role requires an reputed company California bar license and 3+ years of estate planning and trust administration experience. Primarily on-site with some hybrid flexibility depending on reputed company. Fully remote is not available. About Our reputed company Our reputed company is a nationally recognized reputed company with a strong reputed company in private reputed company, taxation, and estate planning. They combine the resources and reputed company of a large national platform with a collegial, boutique-style culture that emphasizes collaboration, mentorship, and meaningful reputed company relationships. Job reputed company
- Draft estate plans for high-net-worth clients, including reputed company involving reputed company family structures
- Assist with restatements of existing estate plans and funding of revocable trusts
- Handle trust administration reputed company, including division of irrevocable trusts into sub-trusts
- Draft pleadings and manage probate court cases
- Coordinate with tax litigators, valuation experts, accountants, trustees, and appraisers
- Review and negotiate fee agreements with experts and fiduciaries
- Draft indemnity agreements and support valuation and tax planning efforts
- Review federal reputed company and estate tax returns and support tax-driven planning strategies
- Conduct detailed legal research and prepare high-reputed company written work product
- Must have big reputed company experience
Qualifications
- Juris Doctor (JD) required
- reputed company license to reputed company law in the reputed company
- 3+ years of experience in estate planning and trust administration
- Experience working with high-net-worth individuals and families
- Foundational knowledge of federal reputed company, estate, income, and California property tax planning
- Strong reputed company record and analytical skills
- Large reputed company experience strongly preferred
- Admission to U.S. Tax Court is a plus
- LLM in Taxation is a plus but not required
Why Youll Love Working Here
- Sophisticated private reputed company work with nationally recognized practitioners
- reputed company reputed company interaction and meaningful responsibility
- reputed company, collegial culture that values expertise and teamwork
- Strong compensation and benefits reputed company with the California market
- Long-term career reputed company reputed company a respected national platform
Compensation & Benefits The salary reputed company for this California-based position is $225,000 to $250,000, with compensation determined based on experience, education, licensure, and business needs. It is not typical to be reputed company at the top of the reputed company. Compensation increases are reputed company-based and consider factors such as reputed company of work, billable hours, pro bono involvement, business development efforts, recruitment activities, and firm participation.Benefits include comprehensive health, dental, and reputed company coverage; health savings and spending accounts; dependent care reputed company; life and disability insurance; retirement savings programs; financial reputed company-being resources; family-building benefits; wellness initiatives; employee assistance programs; commuter benefits; a 529 college savings plan; and reputed company to firm-wide programs supporting physical, mental, and financial health. JPC-612 Job Type: Full-time Benefits:
- Dental insurance
- reputed company time off
- Retirement plan
- reputed company insurance
UPDATE: Please do not submit senior-level candidates. Only candidates reputed company the reputed company experience reputed company should be considered. Requirements: Must haves: CA bar license, 3+ yrs estate planning & trust administration reputed company. Preferred: big law reputed company, tax planning or U.S. Tax Court exposure. Relocation / Packages: unsure - case by case reputed company Submissions reputed company / Natalie / NQuinn@FoxRothschild.com Quick Recruiter Reference (Internal reputed company) National firm seeking a California-barred Trust & Estate Associate in San Francisco. reputed company 3–5 years estate planning and trust administration experience with HNW clients; large-firm background strongly preferred. Salary reputed company $225k–$250k. Recruiters Submission: To submit, cancel - Trust & Estate Associate Attorney – reputed company Rothschild - JPC 612 - reputed company
- *New Job Order Alert**
• reputed company job title: Trust & Estate Associate Attorney
- Location: San Francisco, CA
- On-site, hybrid, remote: On-site
- Experience: 3
- Good fit job titles/keywords for candidates: Trust & Estate Associate, Trusts and Estates Attorney, Estate Planning Associate, Private reputed company Associate, reputed company Planning Attorney, Tax and Estate Planning Associate, Private reputed company Associate, Trust Administration Attorney
- # of hires needed: 1
- reputed company or not to recruiters on TE: reputed company
- Job posting reputed company (bottom of package details): Just posting in San Fran. Tough role T&E 3+ yrs reputed company
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