Attorney, Tax & Estate Planning

About the role

Join a Two-Time 2025 Award Winning Team
Certified Public Accountant (CPA) required

Responsibilities

• Handle advanced estate and income tax planning matters for high-net-worth clients
• Draft highly customized foundational and advanced estate planning documents
• Meet with clients and provide guidance on the design and structure of revocable living trusts and irrevocable gifting trusts
• Research estate planning, tax, and related legal issues
• Evaluate, update, and coordinate template documents, correspondence, and internal procedures
• Work closely with the Firm’s dedicated marketing team, which will actively support you in developing and growing your practice
• Meet a reasonable annual billable-hour expectation of 1,600 hours

Requirements

J.D. from an accredited law school and admission to the California Bar in good standing

Minimum of three years of experience practicing estate planning

Strong drafting skills with exceptional attention to detail

Solid knowledge of estate and gift tax principles

Preferred

• LL.M. in Taxation or Estate Planning, or a background in tax law
• Broad understanding of corporate matters affecting closely held businesses
• Ability to interact comfortably and professionally with clients and firm leadership; strong interpersonal and communication skills
• Flexibility and adaptability in a fast-paced environment, with the ability to manage multiple priorities and respond effectively to client needs
• Ability to work both independently and collaboratively as part of a team
• Demonstrated commitment to professionalism and openness to supporting a range of project types as firm needs evolve

Benefits

• Health & Wealth: Five medical plans — three with an employer-funded HSADental and vision coverage
• 401(k) with significant employer matching
• Employer-paid life and disability coverage
• Employee Assistance Program (EAP)
• Access to additional supplemental insurance plans

Pay

$180,000 – $235,000 (commensurate with experience, qualifications, and billing rates)

Bonus Eligibility: Quarterly performance bonuses

Schedule

Hybrid work schedule (on-site Tuesdays & Thursdays)

Eleven paid holidays annually

Discretionary time-off policy