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Organization TypeLaw Firm
Date Last Verified
Years of Experience
ProfileEstate Planning Senior Associate
Qualification and Experience
Qualifications: JD degree from an ABA accredited law school. Licensed (or willing to be licensed) to practice law in CA. 10+ years' experience in estate and tax planning. The Candidate will: have graduated at or near the top of his or her class and participated in a legal honor society (e.g., law review or law journal); have a transferrable book of business; have experience with sophisticated wealth transfer strategies including, buy-sell agreements, charitable foundations and trusts, irrevocable trusts, defective grantor trusts and grantor retained annuity trusts; exceptional attention to detail, excellent customer service, communication and organizational skills; demonstrate professionalism, be accountable and reliable, have the ability to prioritize tasks, and multitask in a high volume environment; respect and desire exacting standards regarding file setup, organization, database management, unique workflow systems, and overall accuracy of work and communication; recognize and solve complex problems as they arise; practice sound legal and business judgment; demonstrate highly proficient computer skills; be flexible and willing to learn new systems and practices; have excellent written and verbal communication skills; commit to a team approach; possess a sense of humor and empathy; have demonstrated leadership in his or her community; and possess excellent practice management, leadership, interpersonal relationship building, entrepreneurial and strong business development skills necessary to become partner.
Send resume and a letter explaining interest. No faxes or phone calls, please.
Calleton, Merritt, De Francisco & Bannon, LLP
131 North El Molino Avenue
Pasadena, CA 91101