Estate Planning Attorney
Pasadena, CA, United States
D3 Search is actively seeking a Senior T&E/Private Wealth Associate Attorney candidate for a well-established and highly respected law practice headquartered in Pasadena, CA (91101).
Position Title:
Senior Private Wealth/T&E Associate Attorney
Note: 7+ yrs. Private Wealth/T&E Administration experience is REQUIRED.
Location | Map:
Pasadena, CA (91101)
Employer Work Model:
Flexible hybrid work model.
Employment Status:
Full-time | direct hire employment opportunity. Exempt role.
Position Details/Description:
Prominent and long-standing Pasadena-based law practice seeks an accomplished Senior Trusts & Estates/Private Wealth Associate Attorney to join their practice (91101).
Essential Job Functions:
Competently handle complex matters with minimal supervision
Proficient drafting of high-quality, timely work product (Correspondence, Trust and Estate Administration Documents, Court Petitions, etc.)
Collaborate with clients, Senior Attorneys and other team members to move matters toward resolution efficiently
Review client issues on legal matters, analyze options and diligently work to determine the best course of action
Confidently represent clients at hearings and other legal proceedings
Remaining current with related Estate, Trust and Tax Legislation
Delegate work to paralegals and legal assistants, and monitor and review their work
Qualifications and Experience:
JD degree from Top-Tier Schools; LLM in Tax or Estates & Trusts preferred
Licensed and in good standing with the California State Bar
At least 7+ years of relevant and demonstrative trust and probate administration experience with a reputable firm
Significant estate and gift tax planning experience
Specialized experience with high net worth and ultra high net worth individuals
Excellent verbal and written communication skills; engages with clients with ease
Strong research and drafting skills; precise, detail-oriented and focused
Extremely self-sufficient and dependable; skilled at follow-up and organization
Reliable team player; committed to professional and firm growth and development
Familiarity with local court rule and procedures (Los Angeles County)
Proficient in Microsoft Office (Outlook, Word, Excel); comfortable with technology including document management software and timekeeping applications
Salary/Compensation :
Starting salary range is up to 250K (DOE/DOQ) plus a comprehensive & robust health benefits package, 401K, generous PTO, paid parking onsite, and many other notable employee perks, etc.
Billables:
Annual 1700 billable hours.
If interested in this Senior Private Wealth/T&E Associate Attorney role situated in Old Town Pasadena, CA (91101), and you meet the above qualifications/requirements, please contact the following D3 rep.:
Don Moser | D3 Search
[email protected] | 213-785-2485
www.d3search.com
#J-18808-Ljbffr