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Senior Associate Estate Planning

$300k

Robert Half

DescriptionHigh-End Boutique Firm Seeks Estate Planning Senior Associate or Junior PartnerAbout Firm & Position:Well-established Westwood-based business advisory law firm has evolved into a purely transactional business law firm specializing in corporate, tax, and estate planning. The firm is highly regarded for its sophisticated, high-net-worth client base, collaborative culture, and low turnover.Estate Planning Senior Associate Responsibilities:Advise high-net-worth clients on estate planning and gift tax strategies, implementing advanced planning to preserve wealth across generations.Handle complex tax planning, including charitable contributions, compensation issues, real estate exchanges, entity formation, sales, reorganizations, and marital dissolutions.Draft and execute core and advanced estate planning documents to minimize income, gift, estate, and generation-skipping transfer taxes.Guide clients on trust and probate administration, business succession planning, charitable giving, and business or real estate transactions.Conduct in-depth tax research and provide strategic recommendations.Hours:Billable target: 1,600 hours annually. Most bill 1600 (not expected to exceed)Hybrid work schedule: first 90 days onsite, then 1 day remote; for more experienced attorneys, 3/2 schedule negotiable.Perks:Opportunity to build a successful personal client book.Sophisticated, well-known clientele and high-touch advisory work.Low firm-wide billable expectations promote work-life balance.Mentorship from senior partners and multiple successful attorney placements indicate strong career growth potential.Compensation Package: up to $300,000 (negotiable depending on experience + book (not required)10% origination fee on collections from clients originated by you (payable year-end)Guaranteed bonus on collections (10%) plus discretionary bonusBenefits:Anthem Blue Cross health coverage (firm-paid 100% of employee premium)Simple IRA with firm matching contributions up to 3% of salary18 days (144 hours) PTO accrued annuallyPaid parkingPaid State Bar membership and other professional dues, as applicablePre-approved CLETO APPLY, ONLY send resume directly to Vice President of Direct Hire, Samantha Graham at Samantha [dot] Graham [at] RobertHalf [dot] [com]Requirements7+ years of estate planning experience, including advanced estate planning strategies for high-net-worth clients.Interest in partnership track with potential for long-term growth.Licensed to practice law in California.TO APPLY, ONLY send resume directly to Vice President of Direct Hire, Samantha Graham at Samantha [dot] Graham [at] RobertHalf [dot] [com]Job typePerm

Vacancy posted 3 days ago
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