Estate and Tax Planning Attorney

Profile

Job Overview

A law firm seeks a seasoned Estate and Tax Planning Attorney in Palo Alto, California, with seven years of experience. This role involves providing sophisticated counsel on estate planning, wealth transfer, and tax-related matters for high-net-worth individuals, families, and business clients. The ideal candidate demonstrates strong technical expertise, excellent client-facing capabilities, and the ability to deliver strategic legal solutions in a dynamic professional environment.

Duties

• Advise clients on estate planning strategies, trust formation, and wealth-transfer structures.
• Develop and implement tax-efficient estate plans for individuals and families.
• Draft, review, and interpret wills, trusts, powers of attorney, and related documents.
• Conduct legal research on estate, gift, and income tax matters.
• Collaborate with tax advisors, financial planners, and other professionals.
• Represent clients in probate and trust administration matters.
• Provide guidance on federal and state tax implications for complex estates.
• Maintain client relationships and deliver high-quality legal service.

Requirements

• 7 years of experience in estate planning and tax law.
• Strong understanding of federal and state estate, gift, and income tax regulations.
• Proven ability to manage complex client matters with minimal supervision.
• Exceptional written and verbal communication skills.
• Strong analytical and problem-solving abilities.
• Ability to work in a fast-paced legal environment.

Education

• Juris Doctor (J.D.) from an accredited law school.

Certifications

• Active membership in the State Bar of California.
• LL.M. in Taxation (preferred but not required).
• Certification in Estate Planning or Taxation (optional but beneficial).

Skills

• Advanced knowledge of estate and tax planning strategies.
• Strong drafting skills for estate planning instruments.
• Client-management and consultation capabilities.
• Research and analytical proficiency.
• Attention to detail and organizational excellence.
• Ability to work collaboratively with multidisciplinary professionals.

Benefits

• Competitive compensation package.
• Health, dental, and vision insurance.
• Retirement plan options.
• Paid time off and holiday schedule.
• Professional development or continuing education support.

Company info

BCG Attorney Search
228 Hamilton Ave, 3rd Floor
Palo Alto
California
United States 94301
Phone : (650) 752-1500
Fax : (213) 895-7306