Estate Planning Attorney Job at Ascendion, Sunnyvale, CA

bTEwTDU1NjFOT054OTRJVmY5b0xZVWdXOFE9PQ==
  • Ascendion
  • Sunnyvale, CA

Job Description

Benefits:

  • 1800 Billable hours
  • Unlimited PTO
  • Firm-funded retirement contribution (8% of base+bonus)
  • Health/Dental/Vision
  • Hybrid 2-3 days in office

Key Responsibilities:

  • Provide sophisticated estate and tax planning for high-net-worth clients, including individuals, families, and business owners.
  • Handle estate administration, income and transfer tax planning, and charitable giving strategies.
  • Advise on business succession planning and entity structuring for LLCs and LPs.
  • Interpret and apply Federal and California tax laws in client matters.
  • Collaborate with colleagues across practice areas to deliver integrated client service.

Qualifications:

  • 3+ years of relevant legal experience in estate planning or in a related practice such as tax-oriented real property or corporate transactional work.
  • Strong background in Federal and California tax law is required .
  • Demonstrated ability to work with high-net-worth clients and manage complex planning structures.
  • Prior experience in estate planning is highly valued, but not essential. Attorneys with corporate transactional or tax-focused backgrounds from large firms are encouraged to apply.
  • Must be licensed to practice law in California .
  • Familiarity with the San Francisco Bay Area market is a plus but not mandatory.

Job Tags

Similar Jobs

Morph Enterprise

Business Objects/ Teradata Consultant (Only locals) Job at Morph Enterprise

 ...Top Skills & Years of Experience: 3+ years of experience with Teradata Cloud 3+ years of experience with Business Objects XI and/or Power BI 3+ years performing ETL processes Preferred Skills/Experience ~ Candidates with a federal background... 

Trulieve

Learning and Development Facilitator Job at Trulieve

 ...looking for someone who is ready to learn and develop themselves as well as new and existing employees. This candidate will support...  ...opportunities and experiences to further develop the talent. ~ Ability to coach and mentor employees one-on-one and in a group setting. ~ Must... 

The Well Appointed House

E-Commerce Marketing Manager at The Well Appointed House Job at The Well Appointed House

 ...self-directed, and customer-obsessed Marketing & Partnerships Manager to lead a unified vision for marketing campaigns, promotions, and...  ...operations, as well as creative content based on home, lifestyle, and fashion trends. The Manager of Marketing & Partnerships develops... 

Tekskills Inc.

Design Test Engineer Job at Tekskills Inc.

 ...Design Test Engineer (DCS/PLC/HMI) Cranberry Township, PA 16066 Full Time Job Description When sourcing profiles, please initially filter for candidates with DCS/PLC/HMI experience. In addition to those core skills, the candidates must have hands-... 

Capital Waste Services LLC

Solid Waste Driver - CDL Class A or B Job at Capital Waste Services LLC

 ...CDL Driver Qualifications CDL Drivers with a Class "B or A" CDL Prefer at least 2 years of driving experience in the garbage truck industry with rear load, ASL, roll off, or front end safe driving record and will be verified through the Department of Motor...