Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Trusts & Estates Transaction Associate (3-5 years)

Permanent Placements LLC

Our client is seeking a mid-level associate with 3–5 years of trust and estate planning experience to join its Family Wealth Planning Practice Group. The ideal candidate will have experience with sophisticated estate planning and trust administration, including drafting comprehensive estate plans such as wills, revocable living trusts, and irrevocable trust instruments. Estate and gift tax knowledge is highly desired. This role offers the opportunity to work directly with senior estate planning partners in a collegial environment. Responsibilities Draft comprehensive estate plans, including wills, revocable living trusts, and irrevocable trust instruments Advise on trust administration and related matters Collaborate with senior partners on complex estate planning strategies Provide guidance on estate and gift tax issues Required Qualifications Previous law firm experience required; Am Law 200, leading regional, or major boutique firm experience preferred 3–5 years of experience in trust and estate planning Strong drafting skills for estate planning documents Knowledge of estate and gift tax laws Preferred Qualifications Experience with complex assets such as pre-IPO stock, equity compensation, carried interest, or family businesses Familiarity with succession planning and charitable giving strategies Ability to navigate unique family dynamics and blended family situations #J-18808-Ljbffr Permanent Placements LLC

Vacancy posted 23 hours ago
Similar jobs that could be interesting for youBased on the Trusts & Estates Transaction Associate (3-5 years) in San Francisco, CA vacancy
  • Job Overview A law firm seeks a mid-level trust and estate transactional associate in San Francisco, California. The candidate will join the Family Wealth...  ...in client meetings and projects. Requirements 5-6 years of trust and estate planning experience. Experience in... 
    Suggested
    Remote work

    BCG Attorney Search

    San Francisco, CA
    1 day ago
  • $260k - $365k

     ...Job Description Employment Litigation Associate – AmLaw 100 Firm Location: Palo Alto...  ...employment issues related to corporate transactions, preparing litigation strategies and briefs...  .... The ideal candidate will have 3–5 years of experience in management-side employment... 
    Suggested
    Contract work
    Work at office

    Direct Counsel

    San Francisco, CA
    17 days ago
  • BCG Attorney Search is seeking a mid-level trust and estate transactional associate to join their Family Wealth Planning Practice Group in San Francisco...  ...in tax planning. The ideal candidate will have 5-6 years of experience in trust and estate planning, California... 
    Suggested
    Remote job

    BCG Attorney Search

    San Francisco, CA
    1 day ago
  • $260k - $390k

     ...that has a Chambers ranked real estate practice, in search of a Real Estate Associate Attorney, with 3-6 years, for its Los Angeles, CA, San...  ...national‑scale real estate transactions alongside highly regarded...  ...purchase/sale transactions ~OR~ 4-5 years of leasing experience... 
    Suggested

    Korn Ferry

    San Francisco, CA
    a month ago
  •  ...Job Overview A law firm seeks a mid-level Real Estate Transactional Associate with 2–3 years of experience in San Francisco, California. The role involves working on real estate transactions, focusing on common interest development work. This is a hybrid position. Duties... 
    Suggested

    BCG Attorney Search

    San Francisco, CA
    1 day ago
  • $140k - $195k

     ...Job Description Job Description Litigation Associate (2–5 Years Experience) San Francisco, CA and Los Angeles, CA | Hybrid Work Flexibility Litigation Associates (2–5 Years Experience) San Francisco, CA |  Los Angeles, CA | Hybrid Work Flexibility Fellner... 
    Work at office
    Flexible hours

    Fellner

    San Francisco, CA
    19 days ago
  •  ...San Francisco office of Mayer Brown LLP is seeking a senior associate or counsel with at least 5 years of experience to join its Real Estate practice. The role involves handling commercial real estate transactions including acquisitions and lending. Ideal candidates have... 
    Work at office

    Mayer Brown LLP

    San Francisco, CA
    23 hours ago
  • BCG Attorney Search is seeking a mid-level Real Estate Transactional Associate with 2-3 years of experience, based in San Francisco, California. This hybrid position involves representing clients in real estate matters and handling various types of developments. The ideal... 

    BCG Attorney Search

    San Francisco, CA
    2 days ago
  • $115k - $175k

     ...opportunity for a Manager to join our Transaction Advisory Services practice in our San Francisco...  ...to create opportunity, value, and trust for our clients, our people, and our...  ...services, or mergers and acquisitions 5+ plus years of audit and/or transaction advisory experience... 
    Work at office
    Local area
    Flexible hours

    CohnReznick

    San Francisco, CA
    23 hours ago
  • $260k - $390k

    A national law firm is seeking a Real Estate Associate Attorney with 3-6 years of broad transactional experience to work on significant real estate transactions. This position involves negotiating, drafting, and closing deals in various sectors, including multi-family and... 

    Korn Ferry

    San Francisco, CA
    2 days ago
  •  ...recognized law firm is seeking a mid-level associate to join their real estate finance team. This role offers...  ...to sophisticated, national-scale transactions across diverse asset classes....  ...development matters Qualifications 3-6 years of broad real estate transactional... 

    Liberty Personnel Services, Inc.

    San Francisco, CA
    23 hours ago
  • $250k

     ...agency is looking for an experienced Real Estate Associate to join a prestigious international...  .... The ideal candidate will have 3-5 years of experience in real estate law, dealing...  ...with both commercial and residential transactions. This role offers the chance to work on... 

    William James Recruitment

    San Francisco, CA
    4 days ago
  • $165k - $195k

     ...services to our clients. Our Trusts and Estates practice is a cornerstone of...  ...estate controversies. We seek an associate attorney for our Trusts &...  ...requirement of 1,610 hours per year. For those who meet or exceed...  ..., Skills and Experience 5+ years of estate planning and... 

    Donahue Fitzgerald

    Oakland, CA
    1 day ago
  • $165k - $195k

     ...exceptional legal services to our clients. Our Trusts and Estates Litigation practice is a cornerstone of...  ...team. The ideal candidate will have 5+ years of dedicated experience in trust, estate...  ...~ Ability to work a hybrid schedule of 3 days in the office after completing 90... 
    Work at office

    Donahue Fitzgerald

    Oakland, CA
    9 days ago
  •  ...of national real estate service providers...  ...improve the real estate transaction, while increasing...  ..., agents and associates. For more information...  ...at least three years experience as a WA...  ...as deeds, deeds of trust, liens, easements,...  ...Friday, 8:00 a.m. to 5 p.m. Part-time... 
    Full time
    Part time
    Seasonal work
    Work at office
    Immediate start
    Monday to Friday

    Williston Financial Group

    San Francisco, CA
    1 day ago
  • $100k - $150k

     ...00,000 - $150,000 per year Posted: May 01 2026...  ...title insurance and real estate transaction services, is seeking a...  ...Real Estate Associate Attorney to expand its...  ...California, in good standing 3-4 years of substantive...  ...while representing a trusted brand. This role provides... 
    Remote work
    Relocation package

    Job Juncture

    San Francisco, CA
    13 hours ago
  • $75k - $85k

    JLL is looking for a Transaction Analyst to join their Transaction Management Services team in San Francisco...  ...strategizing, evaluating, and executing real estate transactions. Candidates should have a Bachelor's degree and 1-2 years of experience in commercial real estate.... 
    Work at office

    JLL

    San Francisco, CA
    2 days ago
  • Job Overview A law firm seeks a highly qualified mid-level to senior associate to join its real estate transactions practice in San Francisco, CA. The ideal candidate will have substantial experience in complex real estate financings, joint ventures, acquisitions, and... 

    BCG Attorney Search

    San Francisco, CA
    1 day ago
  • A leading international law firm is seeking a Real Estate Associate to support its real estate practice. This role entails managing complex commercial and residential transactions, offering expertise in finance and leasing, and ensuring compliance with California real... 

    WhiteCap Search

    San Francisco, CA
    2 days ago
  •  ...Job Description Job Description Real Estate Transactions & Finance Associate (Leasing Focus) Location: Multiple Locations (Los Angeles, San Francisco...  ...a Real Estate Transactions & Finance Associate with 4–5 years of experience to join a nationally recognized real... 
    Work at office
    Work from home
    Monday to Friday

    Direct Counsel

    San Francisco, CA
    9 days ago
  • $260k - $390k

     ...Job Description Job Description Job Title: Real Estate Associate Location: U.S. (Multiple Locations Considered) Direct...  ...an Am Law 100 firm seeking a Real Estate Associate (3–6 years) with broad transactional experience to join its sophisticated real estate... 

    Direct Counsel

    San Francisco, CA
    9 days ago
  • $260k

    Advocates Legal Recruiting is seeking a Real Estate Mid-to-Senior Associate based in San Francisco. The role involves handling complex real estate transactions, including debt and joint venture structures. Ideal candidates should have significant transactional experience... 

    Advocates Legal Recruiting

    San Francisco, CA
    23 hours ago
  • $365k

     ...Mayer Brown LLP is seeking a senior associate or counsel with at least 5 years of experience and a JD obtained in 2020 to join its growing Real Estate practice. Responsibilities Handle a...  ...volume of commercial real estate transactions, including acquisitions, dispositions... 
    Work at office

    Mayer Brown LLP

    San Francisco, CA
    23 hours ago
  •  ...Real Estate Broker If you have a passion for retail and real...  ...members. Our reputation garners trust and our people fiercely...  ...best marketing, research, and transaction tools and support, and optional...  ...Real estate license required ~5+ years' experience as a commercial... 
    Local area

    SRS Real Estate Partners

    San Francisco, CA
    2 days ago
  • $70k - $115k

     ...integrated solution. In five years, we've become the market...  ...brokers in the country, trust Ascend to bring clarity...  ...directly into the transactions where money actually moves...  ...industry events Objective #3: In your first 90 days,...  ...All roles at Ascend are 5 days a week onsite at... 
    Work at office
    Flexible hours
    Shift work

    Ascend

    San Francisco, CA
    3 days ago
  • $80k - $130k

     ...records and ensure proper handling of all funds Provide a high level of customer service throughout the transaction process Qualifications: ~3+ years of Title & Escrow experience ~ Ability to manage files independently from open to close ~ Strong... 

    gpac

    San Francisco, CA
    23 hours ago
  • $21.5 per hour

     ...Through our dedicated associates, Conduent delivers mission-critical services...  ...valued every day. Customer Transaction Processing Associate I Requirements: Must be at least 18 years of age or older. Must have a...  ...Training Hours M-F 9:00 AM-5:30 PM Some lifting Summary: As... 
    Hourly pay

    Conduent State & Local Solutions, Inc

    Daly City, CA
    23 hours ago
  •  ...Overview A law firm seeks a mid-level Real Estate Finance Associate to join its team in San Francisco, CA...  ...in sophisticated real estate lending transactions and a strong desire for teamwork and...  ...responsibilities. Requirements 3-8 years of law firm experience in real estate... 
    Work at office

    BCG Attorney Search

    San Francisco, CA
    2 days ago
  •  ...Bay Area. The Company seeks to attract and retain motivated real estate professionals who love the unique local Bay Area culture. At...  ...trends in SF and Bay Area Minimum Requirements and Qualifications 3-5 years of experience in real estate, leasing, or other related fields... 
    Full time
    For contractors
    Work at office
    Local area
    Night shift

    Ballast

    San Francisco, CA
    9 days ago
  •  ...qualified and motivated mid‑level Real Estate Associate to join their team in San Francisco, CA...  ...have a strong background in real estate transactions and the ability to manage complex deals...  ...developers. Requirements Three or more years of experience in real estate debt... 

    BCG Attorney Search

    San Francisco, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Trusts & Estates Transaction Associate (3-5 years). Be the first to apply!