Lateral Transfer Tax Planning Partner

Profile

A law firm in San Diego is seeking a Lateral Transfer Tax Planning Partner to assume a leadership position in its estate planning practice. The ideal candidate should possess extensive experience in transfer tax planning and drafting, along with mentorship of associates and practice management.

Duties:

• Lead the estate planning practice, providing strategic direction and guidance.
• Oversee and actively participate in transfer tax planning and drafting for clients.
• Mentor associates and junior attorneys in transfer tax planning techniques and strategies.
• Manage the overall operation and growth of the estate planning practice.
• Develop and maintain strong client relationships, providing exceptional service and advice.
• Collaborate with other partners and attorneys to ensure seamless client service delivery.
• Stay updated on changes in tax laws and regulations relevant to estate planning.
• Represent the firm in professional and community engagements to promote the practice.

Requirements:

• Juris Doctor (JD) degree from a top-tier law school.
• Active license to practice law in California, or the ability to pass the California Bar exam.
• Minimum of 12 years of experience in transfer tax planning and drafting.
• Demonstrated experience in mentoring associates and managing a practice.
• Strong leadership and strategic planning skills.
• Excellent communication and interpersonal skills.
• Ability to cultivate and maintain client relationships.

Education and Certifications:

• Juris Doctor (JD) degree from a top-tier law school.
• Active license to practice law in California, or the ability to pass the California Bar exam.

Skills:

• Transfer tax planning and drafting expertise.
• Mentorship and practice management skills.
• Strategic planning and leadership abilities.
• Client relationship management.
• Strong communication and interpersonal skills.

Benefits offered:

• Competitive compensation package.
• Health insurance.
• Retirement benefits.
• Professional development opportunities.
• Paid time off.

Company info

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