Lateral Transfer Tax Planning Partner

A law firm in San Diego is seeking a Lateral Transfer Tax Planning Partner to assume a leadership position in its estate planning practice. The ideal candidate should possess extensive experience in transfer tax planning and drafting, along with mentorship of associates and practice management.

Duties:

• Lead the estate planning practice, providing strategic direction and guidance.
• Oversee and actively participate in transfer tax planning and drafting for clients.
• Mentor associates and junior attorneys in transfer tax planning techniques and strategies.
• Manage the overall operation and growth of the estate planning practice.
• Develop and maintain strong client relationships, providing exceptional service and advice.
• Collaborate with other partners and attorneys to ensure seamless client service delivery.
• Stay updated on changes in tax laws and regulations relevant to estate planning.
• Represent the firm in professional and community engagements to promote the practice.

Requirements:

• Juris Doctor (JD) degree from a top-tier law school.
• Active license to practice law in California, or the ability to pass the California Bar exam.
• Minimum of 12 years of experience in transfer tax planning and drafting.
• Demonstrated experience in mentoring associates and managing a practice.
• Strong leadership and strategic planning skills.
• Excellent communication and interpersonal skills.
• Ability to cultivate and maintain client relationships.

Education and Certifications:

• Juris Doctor (JD) degree from a top-tier law school.
• Active license to practice law in California, or the ability to pass the California Bar exam.

Skills:

• Transfer tax planning and drafting expertise.
• Mentorship and practice management skills.
• Strategic planning and leadership abilities.
• Client relationship management.
• Strong communication and interpersonal skills.

Benefits offered:

• Competitive compensation package.
• Health insurance.
• Retirement benefits.
• Professional development opportunities.
• Paid time off.

Brought into existence over fifteen years ago, this firm has offices all over sunny California in San Diego, Los Angeles and Rancho Santa Fe. With over 20 attorneys in employment, they specialize in Civil and Commercial Litigation, Estate Planning, Family Law, International Private Clients and more.