Trust & Estate Associate Attorney

Pay: $225000.00 - $250000.00 per year

Why This Is a Great Opportunity

• Join a nationally recognized Trust & Estate practice advising high-net-worth individuals and families on complex wealth planning matters
• Work on sophisticated estate planning trust administration and tax-driven strategies with meaningful client interaction
• Be part of a collaborative entrepreneurial firm that values expertise initiative and long-term career development
• Strong compensation for the California market with exposure to complex high-impact matters
• Clear opportunity to deepen technical skills while building trusted client relationships

Location

On-site in San Francisco California work closely with partners clients and advisors in a highly sophisticated private wealth practice.

Note

This role requires an active California bar license and 3 years of estate planning and trust administration experience.

Primarily on-site with some hybrid flexibility depending on the team. Fully remote is not available.

About Our Client

Our client is a nationally recognized law firm with a strong reputation in private wealth taxation and estate planning. They combine the resources and reach of a large national platform with a collegial boutique-style culture that emphasizes collaboration mentorship and meaningful client relationships.

Job Description

• Draft estate plans for high-net-worth clients including matters involving complex family structures
• Assist with restatements of existing estate plans and funding of revocable trusts
• Handle trust administration matters including division of irrevocable trusts into sub-trusts
• Draft pleadings and manage probate court cases
• Coordinate with tax litigators valuation experts accountants trustees and appraisers
• Review and negotiate fee agreements with experts and fiduciaries
• Draft indemnity agreements and support valuation and tax planning efforts
• Review federal gift and estate tax returns and support tax-driven planning strategies
• Conduct detailed legal research and prepare high-quality written work product

Qualifications

• Juris Doctor (JD) required
• Active license to practice law in the State of California
• 3 years of experience in estate planning and trust administration
• Experience working with high-net-worth individuals and families
• Foundational knowledge of federal gift estate income and California property tax planning
• Strong academic record and analytical skills
• Large law firm experience strongly preferred
• Admission to U.S. Tax Court is a plus
• LLM in Taxation is a plus but not required

Why Youll Love Working Here

• Sophisticated private wealth work with nationally recognized practitioners
• Direct client interaction and meaningful responsibility
• Collaborative collegial culture that values expertise and teamwork
• Strong compensation and benefits aligned with the California market
• Long-term career growth within a respected national platform

Compensation & Benefits

The salary range for this California-based position is $225000 to $250000 with compensation determined based on experience education licensure and business needs. It is not typical to be hired at the top of the range.

Compensation increases are merit-based and consider factors such as quality of work billable hours pro bono involvement business development efforts recruitment activities and firm include comprehensive health dental and vision coverage; health savings and spending accounts; dependent care options; life and disability insurance; retirement savings programs; financial well-being resources; family-building benefits; wellness initiatives; employee assistance programs; commuter benefits; a 529 college savings plan; and access to firm-wide programs supporting physical mental and financial health.

JPC-612

Job Type: Full-time

Benefits:

• Dental insurance
• Paid time off
• Retirement plan
• Vision insurance

Requirements: Must haves: CA bar license 3 yrs estate planning & trust administration exp. Preferred: big law exp tax planning or U.S. Tax Court exposure. Relocation / Packages: unsure - case by case basis

Submissions Name / Natalie /

Quick Recruiter Reference (Internal Summary)

National firm seeking a California-barred Trust & Estate Associate in San Francisco. Target 35 years estate planning and trust administration experience with HNW clients; large-firm background strongly preferred. Salary range $225k$250k.

Recruiters Submission: To submit cancel - Trust & Estate Associate Attorney Fox Rothschild - JPC 612 - Source

**New Job Order Alert**

• Client job title: Trust & Estate Associate Attorney

• Location: San Francisco CA

• On-site hybrid remote: On-site

• Experience: 3

• Good fit job titles/keywords for candidates: Trust & Estate Associate Trusts and Estates Attorney Estate Planning Associate Private Client Associate Wealth Planning Attorney Tax and Estate Planning Associate Private Wealth Associate Trust Administration Attorney

• # of hires needed: 1

• Open or not to recruiters on TE: YES

• Job posting strategy (bottom of package details): Just posting in San Fran. Tough role T&E 3 yrs exp