Estate Planning Attorney Job at Ascendion, Santa Rosa, CA

YWJyeDlLK3l0dWV2cGROY0tHU1IyL21FVEE9PQ==
  • Ascendion
  • Santa Rosa, CA

Job Description

Benefits:

  • 1800 Billable hours
  • Unlimited PTO
  • Firm-funded retirement contribution (8% of base+bonus)
  • Health/Dental/Vision
  • Hybrid 2-3 days in office

Key Responsibilities:

  • Provide sophisticated estate and tax planning for high-net-worth clients, including individuals, families, and business owners.
  • Handle estate administration, income and transfer tax planning, and charitable giving strategies.
  • Advise on business succession planning and entity structuring for LLCs and LPs.
  • Interpret and apply Federal and California tax laws in client matters.
  • Collaborate with colleagues across practice areas to deliver integrated client service.

Qualifications:

  • 3+ years of relevant legal experience in estate planning or in a related practice such as tax-oriented real property or corporate transactional work.
  • Strong background in Federal and California tax law is required .
  • Demonstrated ability to work with high-net-worth clients and manage complex planning structures.
  • Prior experience in estate planning is highly valued, but not essential. Attorneys with corporate transactional or tax-focused backgrounds from large firms are encouraged to apply.
  • Must be licensed to practice law in California .
  • Familiarity with the San Francisco Bay Area market is a plus but not mandatory.

Job Tags

Work at office,

Similar Jobs

Site Search Recruitment

Principal Investigator in Clinical Research (Neurology, Psychiatry) Job at Site Search Recruitment

Company Overview : Site Search Recruitment works with sites and organizations seeking qualified physician investigators (MD, DO) for roles in clinical research. We are a full-service recruitment and placement firm servicing the research industry. Visit our website for...

The LiRo Group

Project Officer II / III Job at The LiRo Group

 ...We have an immediate need for a Project Officer II & III for our NYC locations. Come join our team! We are looking to build...  ...strengthen relationships and capabilities to continue being a trusted resource for our clients in the public and private sector. We are... 

Creative Cove Inc.

Copywriter Job at Creative Cove Inc.

 ...card (which can include handwritten notes) or a Lunar New Years email. o Follow-up notes regarding events, meetings, and business travel o Special outreach about key announcements and achievements, select news articles, and certain crises and natural disasters o... 

Brooksource

Solutions Architect Job at Brooksource

 ...departments. ~ In-depth knowledge of modern architectural patterns, frameworks, and best practices. ~ Expertise in cloud computing, data center operations, network design, and security. ~ Analytical and creative problem-solving skills. Technical Expertise - Cloud... 

ROCS Grad Staffing

Trust & Safety Support Specialist Job at ROCS Grad Staffing

 ...spreadsheets, databases, or enterprise software. Ensure that data is entered without errors and follow company guidelines. Administrative Support: Perform general office tasks such as answering phone calls, scheduling meetings, filing, and managing correspondence. Task...