Estate Planning Attorney - D3 Search

D3 Search is actively seeking a Senior T&E/Private Wealth Attorney candidate for a well-established and highly respected law practice headquartered in Pasadena, CA (91101).

Position Title:

Senior Private Wealth/T&E Attorney

• Note: 7+ yrs. Private Wealth/T&E Administration experience is REQUIRED.

Location/Map:

Pasadena, CA (91101)

Employer Work Model:

Flexible hybrid work model (3/2).

Employment Status:

Full-time | direct hire employment opportunity.

Exempt role

Position Details/Description:

Prominent Pasadena, CA-based law practice seeks a seasoned Trust & Estates and Tax Attorney with at least 7+ years of strong experience advising high net worth individuals and families in all aspects of their estate and tax planning, as well as experience with trust and probate administration.

This attorney will design/draft/implement estate plans and offer tax analysis and advice.

The candidate should have experience with real property transfers/distributions, fiduciary taxation and fiduciary accounting. Experience with succession planning, including the income taxation of corporate and partnership/LLC entities related to family business estate planning, and experience and knowledge with estate and gift taxes is preferred.

The qualified candidate will have strong academic and employment credentials, demonstrated ability to work independently and supervise junior attorneys, and the capacity to hit the ground running with existing client matters in a dynamic and collegial work environment.

Qualifications & Experience:

• JD degree from Top-Tier Schools; LLM in Tax or Estates & Trusts preferred
• Licensed and in good standing with the California State Bar
• At least 7+ years of relevant and demonstrative trust and probate administration experience with a reputable firm
• Significant estate and gift tax planning experience
• Specialized experience with high net worth and ultra-high net worth individuals
• Excellent verbal and written communication skills; engages with clients with ease
• Strong research and drafting skills; precise, detail-oriented and focused
• Extremely self-sufficient and dependable; skilled at follow-up and organization
• Reliable team player; committed to professional and firm growth and development
• Proficient in Microsoft Office (Outlook, Word, Excel); comfortable with technology including document management software and timekeeping applications

Salary/Compensation & Benefits

Starting salary range is up to 275K (DOE/DOQ) plus a comprehensive & robust health benefits package, 401K, generous PTO, paid parking onsite, and many other notable employee perks, etc.

Firm Billables:

Annual 1700 billable hrs. goal.

If interested in this Senior Private Wealth/T&E Associate Attorney role situated in Pasadena, CA (91101), and you meet the above qualifications/requirements, please contact the following D3 rep.:

Don Moser | D3 Search

??don@d3search.com | ?? 213-785-2485

?? www.d3search.com

D3 Legal Search LLC (aka D3 Search), and its clients are equal opportunity employers. Pursuant to local ordinances, we will consider qualified applicants with criminal histories in a manner consistent with the requirements of the Fair Chance Initiative for Hiring Ordinance.