Associate Attorney

Associate Attorney

Location: San Jose, CA

Company: Law Firm

Job Type: Full-time, Permanent

Salary Range: $175,000 - $200,000

About the Firm

The law firm is seeking a Tax, Trust, and Estate Associate Attorney with at least two years of experience for their San Jose office. This role is ideal for an entry to mid-level attorney who thrives in a client-facing, detail-oriented practice and desires to join a highly respected firm with deep expertise in taxation, trust, and estate law. We offer competitive compensation, strong benefits, and a supportive, collaborative culture.

With over fifty years of combined experience, the firm has earned a reputation as one of the country's premier law firms focusing on taxation, real estate, corporate, trust law, and estate planning matters. Many of their clients have included high-net-worth families, renewable energy companies, biotech, software, social media and large real estate and construction firms, and more. They take pride in providing the breadth and depth of legal representation that our clients need.

Key Responsibilities

• Draft estate planning documents including revocable trusts, wills, durable powers of attorney, and advance health care directives
• Draft and administer irrevocable trusts for the implementation of sophisticated gift, charitable, and life insurance planning
• Draft and prepare probate petitions and ancillary court documents; represent clients in probate court
• Assist clients with the post-death administration of trusts and probate estates for both taxable and non-taxable estates, including the marshalling and valuation of assets, the preparation of accountings, the funding of subtrusts, and the distribution of assets to beneficiaries
• Review estate tax returns, gift tax returns, fiduciary income tax returns, and other filings required by relevant tax authorities
• Research and prepare memoranda concerning probate issues, as well as state and federal income, estate, gift, and generation-skipping transfer tax issues
• Communicate regularly and effectively with clients, internal staff, and partners
• Support clients with compassion and professionalism
• Maintain and accurately record billable hours of at least 1,500 per year
• Attend professional conferences and gatherings, both locally and nationally
• Other duties as assigned

Qualifications

• Active California Bar Membership in good standing (LL.M. in Taxation is preferred)
• At least two to four years of direct experience in estate planning and the post-death administration of trusts and probate estates
• Competence across the Microsoft Office Suite (Experience with NetDocuments preferred)