Associate Attorney (Trusts & Estates Law) - Robert Half

Robert Half Legal is recruiting an Estate Planning Associate for a successful trusts & estates and tax boutique law firm in San Francisco’s Financial District (near BART). This is a great opportunity for an attorney who is passionate about wealth planning and tax preparation and ready to take on a partnership track position (non-partnership career track is also possible) at an established practice serving high net worth families in the Bay Area.

The following are the qualifications for the Associate position:

• 2+ years of estate planning and trust administration experience;
• Candidate with experience preparing complicated estates and trusts (e.g., GRATs, CRUTs, QTIPs, etc.) for high-net-worth clients is ideal;
• Preference (but not required) for LL.M in taxation, or good knowledge of generation skipping;
• Must be interested in and capable of preparing income tax returns, such as estate and gift tax returns (Forms 706 & 709); and
• Smart, intellectually curious about estate planning issues, able to work at a fast pace on a large caseload, and enjoy working directly with clients.

For confidential consideration, please email your resume to Jon Lucchese, Vice President for Permanent Placement Services Division, at jon.lucchese‹at›roberthalf‹dot›com. Thank you!

• Must be admitted and active with the State Bar
• A minimum of 2 years of experience as an attorney
• Proven skills in drafting legal documents
• Experience with tax return preparations
• Proficiency in probate & estate administration
• Familiarity with handling deeds
• Demonstrated knowledge in probate
• Specialized in tax law
• Strong legal writing skills
• Experience in estate planning
• Knowledge in real estate transfers
• Proficient in red lining
• Comfortable with providing counseling to clients
• Excellent legal research skills