Private Client & Tax Associate | Trust & Estates (3-5 yrs) – San Deigo

• Position Locations: San Diego,San Francisco
• Salary: $205,000 - $260,000
• Schedule: 3/2 Hybrid
• Admits: CALIFORNIA
• Practice Area: TRUSTS & ESTATES
• Specialties: CHARITABLE GIVING, COMPLIANCE, PRIVATE WEALTH, TAX

Firm Description:


Position Description:

Private Client & Tax Associate (Trusts & Estates)

Our client, a premier international law firm with a globally recognized private client practice, is seeking a Trusts & Estates Associate (3-5 years) to join its Private Client & Tax team in either San Diego or San Francisco.

This is an exceptional opportunity for an attorney interested in advising high-net-worth and ultra-high-net-worth individuals, families, fiduciaries, family offices, and charitable organizations on sophisticated domestic and international estate planning, wealth transfer, tax, trust administration, and charitable planning matters.

The successful candidate will take on significant responsibility, manage client matters independently, and collaborate closely with partners on complex planning strategies and fiduciary advisory work.

Responsibilities

• Design and implement sophisticated estate planning strategies for high-net-worth and ultra-high-net-worth clients
• Draft and administer revocable trusts, wills, powers of attorney, and related estate planning documents
• Advise clients regarding wealth transfer, succession planning, and fiduciary matters
• Structure charitable organizations, private foundations, and planned giving arrangements
• Implement advanced estate planning techniques involving:
  • Grantor Retained Annuity Trusts (GRATs)
  • Intentionally Defective Grantor Trusts (IDGTs)
  • Charitable Remainder Unitrusts (CRUTs)
  • Irrevocable Life Insurance Trusts (ILITs)
  • Qualified Personal Residence Trusts (QPRTs)
• Advise on gift, estate, and generation-skipping transfer (GST) tax planning strategies
• Prepare and review gift and estate tax returns
• Manage trust and estate administrations from inception through final distribution
• Counsel trustees, executors, and other fiduciaries regarding their duties and obligations
• Coordinate with clients, accountants, financial advisors, and other professionals to implement planning strategies
• Participate in business development initiatives, including:
  • Writing articles and client alerts
  • Speaking at conferences and events
  • Building referral relationships with advisors and intermediaries

Qualifications

• J.D. from an accredited law school
• Active membership in good standing with the California Bar
• 3-5 years of Trusts & Estates experience
• Strong academic credentials
• Tax LL.M. preferred but not required
• Significant experience with:
  • Estate planning
  • Wealth transfer planning
  • Trust and estate administration
  • Fiduciary counseling
  • Gift and estate taxation
• Experience working with high-net-worth and ultra-high-net-worth clients
• Excellent drafting, analytical, and communication skills
• Strong organizational and project management abilities
• Ability to manage matters independently while collaborating effectively within a team

Preferred Experience

• Advanced estate planning techniques and wealth preservation strategies
• Charitable planning and private foundation structuring
• Multi-generational family wealth planning
• Complex trust administration and post-mortem planning
• International estate planning exposure

Why This Opportunity

Our client is home to one of the world's most recognized private client practices, advising individuals, families, fiduciaries, and family enterprises across multiple jurisdictions. Attorneys benefit from:

• Direct client contact and meaningful responsibility
• Exposure to sophisticated domestic and international planning matters
• Collaboration with leading private wealth attorneys across global offices
• Strong mentorship and professional development opportunities
• An entrepreneurial and highly collaborative culture
• Opportunities to develop thought leadership and business development skills

Compensation & Benefits

• Base Salary: $205,000 – $260,000 annually
• Compensation determined based on experience, qualifications, and applicable market factors

Comprehensive benefits package includes:

• Medical, dental, and vision insurance
• Retirement and savings plans
• Paid time off and holidays
• Professional development opportunities
• Additional wellness and employee support programs

Locations

• San Diego, California
• San Francisco, California

Application Requirements

Interested candidates should submit:

• Resume
• Law School Transcript (if requested)
• Writing Sample (if requested)

Our client is committed to fostering a collaborative, inclusive, and high-performing workplace and seeks attorneys who are passionate about helping individuals and families navigate complex wealth planning, tax, and succession matters.

Apply Now

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