San Francisco, CA, 94103, USA
23 hours ago
Associate Attorney (Trusts & Estates Law)
Description 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. This is a fantastic direct-hire opportunity with a unique practice servicing very wealthy clientele. Except during tax season, this is a 40-hour week job. There is no minimum annual billable requirement! Compensation is a base salary of $140,000 - 220,000+/yr, DOE, great health benefits, up to 4 weeks PTO, 401k with 3% contribution upon hire (10% contribution in 2nd year), annual raises and discretionary bonuses. 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! Requirements • 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 Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
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