Private Clients, Trusts & Estates Senior Associate / Counsel / Income Partner

Job Overview

A law firm seeks a Senior Associate, Counsel, or Income Partner to join its Private Clients, Trusts & Estates practice in San Francisco, CA. The role involves working with two partners on significant multi-line and multi-generational client matters, advising family offices, and managing sophisticated planning strategies.

Duties

• Advise family offices and closely-held business owners.
• Develop and implement sophisticated lifetime and testamentary planning strategies.
• Supervise research and projection of tax implications of planning techniques.
• Prepare client educational and summary materials.
• Meet and communicate directly with clients to advance their goals.
• Manage client projects from inception to conclusion.
• Supervise junior attorneys.

Requirements

• Licensed and in good standing in the jurisdiction of practice.
• Excellent communication, interpersonal, and organizational skills.
• Experience managing client projects and leading teams.
• Strong understanding of income, fiduciary, estate, gift, and generation-skipping transfer tax regimes.
• Willingness to complete projects on short notice to meet client deadlines.

Education

• Juris Doctor (JD) degree.

Certifications

• Bar admission in the relevant jurisdiction.

Skills

• Exceptional attention to detail.
• Ability to work effectively in a team environment.
• Ability to manage multiple projects and shifting priorities.

Benefits

• Medical, dental, and vision insurance.
• Profit-sharing and generous paid time off.
• Flexible reimbursement account for personal well-being expenses.

With a strong commitment to pro bono work, diversity, and community involvement, this firm is dedicated to provide outstanding legal service domestically and internationally. Their legal professionals manage a variety of complex matters including health care, litigation, construction, intellectual property, labor and employment, real estate, tax, OSHA, ERIDA, finance, and government contractor services. This firms San Francisco office is looking to attract highly efficient and effective legal experts.