Job Description
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Delagnes, Linder & Duey, LLP specializes in estate planning, taxation and business transactions. The firm is located in San Francisco’s Financial District.
We are seeking an experienced Attorney for our Estates and Trusts practice group.
Preferred applicant should have between 2-5 years of substantial experience in the areas of probate, trust administration and estate and income tax planning including working with high-net worth individuals and families in designing and drafting sophisticated estate and lifetime gifting plans. Responsibilities include: representing trustees, executors, heirs and beneficiaries and managing probate and trust administrations, counseling clients as to most suitable estate plans or gifting strategies for their individual situations and drafting necessary documents to implement such plans.
This position provides a great opportunity for substantial client interaction and responsibility and is an excellent opportunity for an ambitious attorney to join our dynamic, fun team and expand your experience in a fast-paced legal environment.
KEY SKILLS & EXPERIENCE
Advise high-net-worth clients on comprehensive estate, gift, and GST tax planning strategies.
Draft complex estate planning documents with a high degree of independence
Manage large-scale client projects, ensuring effective communication and timely completion
Collaborate closely with clients and their outside advisors on wealth planning solutions
Conduct legal research and stay informed on changing tax laws relevant to estate planning
Can independently run a post-mortem trust administration, expertly advising fiduciaries to keep them ahead of milestones, avoiding pitfalls and surprises, and efficiently shepherding distribution to assets to beneficiaries
Has a minimum of 3 years handling estate planning and trust administration for taxable estates
Possesses solid gift, estate and generation-skipping transfer (GST) tax skills, and is ready to engage with ultra-high net worth clients to design and implement complex estate freeze and charitable planning with technical precision and prepare and review estate and gift tax returns
Has proven ability to stay on top of a busy practice – including time recording, proactive deadline and matter management, and taking ownership of assigned projects – and doesn’t require supervision in these areas
Is energized by participating on a dynamic team and demonstrates a genuine interest in contributing to the team’s success as a whole, including through mentorship of junior team members and development and refinement of team processes
Inspires the confidence of clients, intermediaries and referral sources (internal and external) who trust that they are in good hands
Takes a practical approach to solving client problems, and is nimble in employing tools to implement these solutions
• Never stops learning and seeking to develop skills, knowledge and understanding to better serve clients
Is highly resourceful, composed and empathetic
Juris Doctor (JD) from an accredited law school
Admitted to and in good standing with the California Bar
L.L.M. in Taxation, desired
Job Type: Full-time
Compensation: $150,000 to $225,000+ commensurate to experience
401(k) and SEP IRA (Both Company contribution)
Health insurance
Paid time off
Holidays
Parental leave
Work Location: In-Person/Hybrid (with experience)
Interested candidates should submit a cover letter and resume.
Seniority level Seniority level Mid-Senior level
Employment type Employment type Full-time
Job function Job function Legal
Industries Legal Services
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Job Tags
Full time, Work at office,