Private Client Associate — Estate & Tax Planning

Loeb & Loeb LLP; San Francisco (CA); On-site; USD 170,000 - 260,000; Full time

Job summary

Loeb & Loeb LLP's Private Client Department focuses on high-net-worth estate and tax planning, estate and trust administration, and drafting wills and trust agreements. The team seeks candidates with estate planning, tax, or transactional backgrounds, with preference for those from large or mid-size law firms.

A Tax LLM is a strong plus, though not required. Strong organization and leadership across multiple projects and people are important for this role.

Qualifications

• Background in estate planning, tax, or other transactional practices.
• Relatable experience outside traditional Trust & Estates is considered.
• Preference given to candidates with large or mid-size law firm experience.
• A Tax LLM is a strong plus, though not required.
• Strong organizational skills and ability to manage multiple projects and people.

Skills

Estate planning

Tax

Transactional experience

Project management

Job description

Loeb & Loeb LLP's Private Client Department focuses on high-net-worth estate and tax planning, estate and trust administration, and drafting wills and trust agreements. The team seeks candidates with estate planning, tax, or transactional backgrounds, with preference for those from large or mid-size law firms.

A Tax LLM is a strong plus, though not required. Strong organization and leadership across multiple projects and people are important for this role.