Job Details

Junior Tax Planning Associate

Company name

Calleton, Merritt, De Francisco & Bannon, LLP

Organization Type

Law Firm

Job Type



USD 90000

Years of Experience

Min 1 yrs required


Pasadena, CA

Date Last Verified

Mar 15,2018

Posted on

Mar 14,2018
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Junior Tax Planning Associate The candidate will be responsible for assisting with the design, implementation and gift, estate, property, income and generation-skipping transfer tax analysis of estate and business plans with tax sensitive considerations, including charitable lead and remainder trusts, irrevocable insurance trusts, private foundations, partnership and corporation redemptions, dissolutions, mergers and transfers, buy-sell agreements, sales to defective trusts, real estate transfers, and grantor retained annuity trusts. Will be responsible for preparing federal gift and estate tax return and handling audits of such returns. The preparation of general estate planning documents (wills, trusts, durable powers of attorney, advance health care directives).

Qualification and Experience

The candidate should have JD degree from an ABA accredited law school. Master of Laws in Taxation is essential. Must be licensed (or willing to be licensed) to practice law in CA. Experience in estate and tax planning is preferred, Must be graduated at or near the top of his or her law class and participated in a legal honor society (e.g., law review or law journal); exceptional attention to detail, excellent customer service, communication and organizational skills. Should have overall accuracy of work and communication; practice sound legal and business judgment; highly proficient computer skills; excellent written and verbal communication skills; excellent practice management, leadership, interpersonal; relationship building, entrepreneurial and strong business development skills necessary.

Company info

Hiring Coordinator
Calleton, Merritt, De Francisco & Bannon, LLP
131 North El Molino Avenue
Suite 300
Pasadena, CA 91101

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