Trust & Estate Associate Attorney

Pay: $225,000.00 - $250,000.00 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 • Must have big law firm experience 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 $225,000 to $250,000, 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 participation.Benefits 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 UPDATE: Please do not submit senior-level candidates. Only candidates within the target experience range should be considered. 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 / [email protected] Quick Recruiter Reference (Internal Summary) National firm seeking a California-barred Trust & Estate Associate in San Francisco. Target 3–5 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 Remote About the Company: Orion Placement