Estate and Gift Tax Senior Associate Attorney

A law firm in San Diego is seeking an Estate and Gift Tax Senior Associate Attorney on a partnership track. The ideal candidate should possess substantial experience in estate, gift, and generation-skipping transfer tax planning and drafting, along with a strong educational background in law and taxation.

Duties:

• Provide comprehensive estate, gift, generation-skipping, and fiduciary income tax planning and drafting services.
• Assist clients in structuring estate plans to minimize tax liabilities and achieve their wealth transfer objectives.
• Analyze complex tax issues and propose strategic solutions to clients.
• Prepare and review estate planning documents, including wills, trusts, and powers of attorney.
• Collaborate with other attorneys and tax professionals within the firm to address client needs effectively.
• Stay updated on changes in tax laws and regulations relevant to estate planning.
• Maintain strong client relationships, delivering exceptional service and advice.

Requirements:

• Juris Doctor (JD) degree from a top-tier law school.
• Active license to practice law in California, or scheduled to take the California Bar exam with a reasonable expectation of passing.
• LLM in tax is desired, but equivalent experience in estate, gift, and generation-skipping transfer tax planning will be considered.
• Minimum of 5 years of experience in estate, gift, and generation-skipping transfer tax planning and drafting.
• Strong understanding of tax laws and regulations related to estate planning.
• Excellent analytical, research, and problem-solving skills.
• Effective communication and interpersonal abilities.

Education and Certifications:

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

Skills:

• Estate, gift, and generation-skipping transfer tax planning and drafting.
• Tax law expertise.
• Analytical and problem-solving skills.
• Communication and interpersonal abilities.
• Client relationship management.

Benefits offered:

• Competitive salary and benefits package.
• Professional development opportunities.
• Health insurance.
• Retirement benefits.
• 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.