Tax/Estate Planner Attorney

A well-established law firm is seeking a Tax and Estate Planning Associate Attorney with 1 to 6 years of relevant experience. This position is ideal for a detail-oriented and client-focused attorney with a strong interest in estate planning, wealth transfer strategies, and tax law. The role offers an excellent opportunity to work closely with high-net-worth individuals, families, and business owners, while developing deep expertise in a specialized and high-demand practice area. Location Pleasanton, CA Duties Draft wills, revocable and irrevocable trusts, powers of attorney, and other estate planning documents Advise clients on estate, gift, generation-skipping transfer (GST), and income tax planning strategies Assist in structuring wealth transfers, charitable giving, and business succession plans Perform legal research and prepare memoranda on estate, trust, and tax law issues Collaborate with partners on complex planning for high-net-worth and ultra-high-net-worth clients Prepare or assist in the review of federal and state tax returns (706, 709, 1041, etc.) Engage in trust and estate administration, including probate matters and fiduciary compliance Maintain and build strong client relationships through excellent communication and service Requirements 1 to 6 years of experience in estate planning and/or tax law Strong working knowledge of federal gift, estate, and generation-skipping transfer tax rules Experience handling estate and trust administration (preferred but not required) Familiarity with planning strategies involving GRATs, IDGTs, SLATs, and charitable vehicles Education Juris Doctor (J.D.) from an ABA-accredited law school Certifications Active license to practice law in at least one U.S. jurisdiction (state bar membership in relevant state preferred) LL.M. in Taxation or Estate Planning (preferred but not required) Skills Excellent drafting and analytical skills Strong research and written communication abilities Detail-oriented with strong organizational and time management skills Professional demeanor and ability to manage sensitive client matters with discretion Comfortable working independently and within a team Benefits Competitive base salary and discretionary bonus Medical, dental, and vision insurance 401(k) retirement plan with firm contributions Paid time off and holidays Ongoing training, CLE support, and mentorship opportunities Company info BCG Attorney Search1750 Montgomery St Fl 1San Francisco, CA 94111Phone: (415) 464 6897Fax: (213) 895-7306 #J-18808-Ljbffr

Created: 2025-10-08