Attorney - Trust and Estate Planning jobs in United States
cer-icon
Apply on Employer Site
company-logo

SR Staffing ยท 2 days ago

Attorney - Trust and Estate Planning

SR Staffing is representing an AM LAW 200 Law Firm seeking a Trust and Estate Planning Attorney. The role involves advising clients with significant assets, providing strategic tax guidance, and developing comprehensive estate plans.

ConsultingHuman ResourcesRecruitingStaffing Agency
Hiring Manager
Rob Blouin
linkedin

Responsibilities

MUST HAVE - Previous experience as an Estate Planning Attorney
MUST have active CA license
Must be able to independently advise clients with $20M+ in assets
Provide strategic tax guidance
Develop comprehensive plans
Familiarity with various legal documents
Strong analytical and problem-solving skills
Ability to build rapport with clients

Qualification

Estate Planning AttorneyActive CA licenseStrategic tax guidanceComprehensive planningLegal document familiarityAnalytical skillsClient rapport buildingProblem-solving skillsPositive attitudeTeam-oriented

Required

Previous experience as an Estate Planning Attorney
Active CA license
Must be able to independently advise clients with $20M+ in assets
Provide strategic tax guidance
Develop comprehensive plans
Familiarity with various legal documents
Strong analytical and problem-solving skills
Ability to build rapport with clients

Benefits

Paid Time Off (PTO) plus 8-paid holidays
Bonuses
Medical Benefits (Health, Dental, Vision, STD & LTD, and other medical coverages)
Bereavement Leave
Hospital Leave
Group and Optional Life insurance
401(k) with company matching

Company

SR Staffing

twittertwitter
company-logo
SR Staffing is a recruiting firm that offers staffing and consulting services.

Funding

Current Stage
Early Stage
Company data provided by crunchbase