Our client’s nationally recognized private client group advises individuals and families on sophisticated estate and tax planning, trust administration, complex estates, and family office matters. The San Francisco opportunity offers a midlevel associate meaningful exposure to a broad range of private client work.
The Work
- Assist individuals and families with sophisticated estate and tax planning techniques, including complex transfer-tax analysis.
- Work on trust administration, including trust decantings and modifications, as well as the administration of complex estates.
- Contribute to the creation and administration of family offices for private clients.
- Support planning involving business interests, art, and other unusual assets.
- Handle tax controversy matters before the Internal Revenue Service as part of a broad private client practice.
What You Bring
- Four to six years of relevant transactional experience in trust and estate planning and administration.
- Strong academic credentials.
- Excellent verbal and written communication skills.
- An LL.M. in tax is preferred, but not required.
Why Consider It
Join a nationally recognized team handling sophisticated matters for individuals and families, with work spanning estate and tax planning, family offices, complex trusts and estates, unusual assets, and IRS tax controversy.
Compensation & Benefits
The stated annual salary range is $365,000–$420,000, depending on qualifications and experience.
The role is eligible for an annual discretionary bonus, a 401(k) plan, medical, dental, and vision insurance, personal medical and parental leave, up to ten paid holidays, and family care benefits.
Confidentiality
This is a confidential opportunity. Contact Advocates Legal Recruiting to discuss the role and receive additional details about the client and team. All inquiries will be handled confidentially.