Job Description
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
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