Job Description
Robert Half Legal is recruiting an Estate Planning Associate for a successful trusts, estates, and tax planning boutique law firm in San Francisco’s Financial District (near BART). This is a great opportunity for an attorney who is passionate about wealth planning and tax preparation and ready to take on a partnership track position (non-partnership career track is also possible) at an established practice serving high net worth families in the Bay Area.
The following are the qualifications for the Associate position:
• 3+ years of estate planning and trust administration experience;
• Candidate with experience preparing complicated estates and trusts (e.g., GRATs, CRUTs, QTIPs, etc.) for high net worth clients is ideal;
• Preference (but not required) for LL.M in taxation, or good knowledge of generation skipping;
• Must be interested in and capable of preparing income tax returns, such as estate and gift tax returns (Forms 706 & 709); and
• Smart, intellectually curious about estate planning issues, able to work at a fast pace on a large caseload, and enjoy working directly with clients.
This is a fantastic direct-hire opportunity with a unique practice servicing very wealthy clientele. Except during tax season, this is a 40-hour week job. There is no minimum annual billable requirement! Compensation is a base salary of $150,000 - 220,000+/yr, DOE, great health benefits, up to 4 weeks PTO, 401k with 3% contribution upon hire (10% contribution in 2nd year), annual raises and discretionary bonuses. For confidential consideration, please email your resume to Jon Lucchese, Vice President for Permanent Placement Services Division, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!
• Active State Bar membership required.
• At least 3 years of practice experience in trust & estate planning and probate law.
• Demonstrated ability to draft and edit legal documents with precision and strong attention to detail.
• Working knowledge of probate procedures, estate administration, deeds, and real estate transfer documentation.
• Familiarity with tax issues affecting estates, trusts, or income tax return preparation.
• Strong legal research, analytical, and written communication skills.
• Ability to counsel clients effectively and manage multiple matters.
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