Private Client Associate

Job Overview
A law firm seeks a mid to senior-level associate to join its Private Client group in Orinda. The ideal candidate will have significant experience in estate planning and trust administration, with a strong understanding of state and federal tax laws.

Duties

• Draft complex estate plans and prepare estate tax returns.
• Advise clients on estate planning and trust administration matters.
• Collaborate with team members to deliver exceptional client service.

Requirements

• 4-7 years of experience in estate planning and trust administration.
• Extensive technical experience in relevant legal areas.
• Excellent academic credentials and client service skills.

Education

• Juris Doctor (JD) degree.

Certifications

• California Bar admission preferred.

Skills

• Strong knowledge of state and federal income and estate tax laws.
• Exceptional drafting and analytical skills.

Benefits

• Comprehensive health insurance.
• Retirement savings plan.
• Professional development opportunities.