Senior Associate Estate Planning

High-End Boutique Firm Seeks Estate Planning Senior Associate or Junior Partner

About Firm & Position:

Well-established Westwood-based business advisory law firm has evolved into a purely transactional business law firm specializing in corporate, tax, and estate planning. The firm is highly regarded for its sophisticated, high-net-worth client base, collaborative culture, and low turnover.

Estate Planning Senior Associate Responsibilities:

• Advise high-net-worth clients on estate planning and gift tax strategies, implementing advanced planning to preserve wealth across generations.
• Handle complex tax planning, including charitable contributions, compensation issues, real estate exchanges, entity formation, sales, reorganizations, and marital dissolutions.
• Draft and execute core and advanced estate planning documents to minimize income, gift, estate, and generation-skipping transfer taxes.
• Guide clients on trust and probate administration, business succession planning, charitable giving, and business or real estate transactions.
• Conduct in-depth tax research and provide strategic recommendations.

Hours:

• Billable target: 1,600 hours annually. Most bill 1600 (not expected to exceed)
• Hybrid work schedule: first 90 days onsite, then 1 day remote; for more experienced attorneys, 3/2 schedule negotiable.

Perks:

• Opportunity to build a successful personal client book.
• Sophisticated, well-known clientele and high-touch advisory work.
• Low firm-wide billable expectations promote work-life balance.
• Mentorship from senior partners and multiple successful attorney placements indicate strong career growth potential.

Compensation Package: up to $300,000 (negotiable depending on experience + book (not required)

• 10% origination fee on collections from clients originated by you (payable year-end)
• Guaranteed bonus on collections (10%) plus discretionary bonus

Benefits:

• Anthem Blue Cross health coverage (firm-paid 100% of employee premium)
• Simple IRA with firm matching contributions up to 3% of salary
• 18 days (144 hours) PTO accrued annually
• Paid parking
• Paid State Bar membership and other professional dues, as applicable
• Pre-approved CLE

TO APPLY, ONLY send resume directly to Vice President of Direct Hire, Samantha Graham at Samantha [dot] Graham [at] RobertHalf [dot] [com]

Qualifications:

1. 7+ years of estate planning experience, including advanced estate planning strategies for high-net-worth clients.
2. Interest in partnership track with potential for long-term growth.
3. Licensed to practice law in California.

TO APPLY, ONLY send resume directly to Vice President of Direct Hire, Samantha Graham at Samantha [dot] Graham [at] RobertHalf [dot] [com]

Compensation

$175,000.00-$300,000.00 Yearly

About Us

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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Robert Half will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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