PCT Associate

Profile

Job Overview

A law firm seeks a PCT Associate to join its Private Client and Tax team in San Diego, California. The role involves working with high-net-worth individuals and families, providing integrated advice across borders in a compliance-focused environment.

Duties

• Draft, edit, and review estate plans, trusts, and wealth transfer documents.
• Administer complex trusts and prepare estate tax returns.
• Conduct tax analysis and research.
• Engage in cross-jurisdictional and international planning.
• Participate in business development activities and build networks.

Requirements

• Minimum 3-5 years of relevant experience in trust and estate, tax, or corporate law.
• California Bar membership required.
• Strong drafting, writing, research, and communication skills.

Education

• J.D. required; Tax LL.M. is a plus.

Certifications

• California Bar membership.

Skills

• Familiarity with estate planning for high-net-worth clients.
• Experience with tax planning and trust administration.
• Exposure to philanthropic planning and charitable structuring is a plus.

Benefits

• Comprehensive benefits package.
• Opportunities for professional development.

Company info

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