Tax/Estate Planner Attorney

Job Overview

A well-established law firm is seeking a Tax and Estate Planning Associate Attorney with 1 to 6 years of relevant experience. This position is ideal for a detail-oriented and client-focused attorney who has a strong interest in estate planning, wealth transfer strategies, and tax law. The role offers an excellent opportunity to work closely with high-net-worth individuals, families, and business owners, while developing deep expertise in a specialized and high-demand practice area.

Location

• Pleasanton, CA

Duties

• Draft wills, revocable and irrevocable trusts, powers of attorney, and other estate planning documents

• Advise clients on estate, gift, generation-skipping transfer (GST), and income tax planning strategies

• Assist in structuring wealth transfers, charitable giving, and business succession plans

• Perform legal research and prepare memoranda on estate, trust, and tax law issues

• Collaborate with partners on complex planning for high-net-worth and ultra-high-net-worth clients

• Prepare or assist in the review of federal and state tax returns (706, 709, 1041, etc.)

• Engage in trust and estate administration, including probate matters and fiduciary compliance

• Maintain and build strong client relationships through excellent communication and service

Requirements

• 1 to 6 years of experience in estate planning and/or tax law

• Strong working knowledge of federal gift, estate, and generation-skipping transfer tax rules

• Experience handling estate and trust administration (preferred but not required)

• Familiarity with planning strategies involving GRATs, IDGTs, SLATs, and charitable vehicles

Education

• Juris Doctor (J.D.) from an ABA-accredited law school

Certifications

• Active license to practice law in at least one U.S. jurisdiction (state bar membership in relevant state preferred)

• LL.M. in Taxation or Estate Planning (preferred but not required)

Skills

• Excellent drafting and analytical skills

• Strong research and written communication abilities

• Detail-oriented with strong organizational and time management skills

• Professional demeanor and ability to manage sensitive client matters with discretion

• Comfortable working independently and within a team

Benefits

• Competitive base salary and discretionary bonus

• Medical, dental, and vision insurance

• 401(k) retirement plan with firm contributions

• Paid time off and holidays

• Ongoing training, CLE support, and mentorship opportunities

• Partnership track for qualified candidates

This California-based law firm is comprised of a team of highly skilled attorneys and handles a wide range of issues related to twelve areas of practice, including transactions, emerging businesses, intellectual property law, employment law, litigation, and real estate law. The firm has won many headline-making court cases over the years.