Estate and Gift Tax Senior Associate Attorney

4-20 yrs required

Full-time

No

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.

Legal