Trusts & Estates Associate — Private Wealth & Tax

Sheppard; San Francisco (CA); On-site; USD 235,000 - 310,000; Full time

Job summary

Sheppard is seeking a junior-level Trusts & Estates Associate Attorney to join our Tax, Trusts & Estates, & Employee Benefits Practice Group in San Francisco, Los Angeles, Orange County, or San Diego (Del Mar) offices. The ideal candidate has 2–4 years of law firm experience with estate and tax planning for high-net-worth clients.

The role involves drafting estate plan documents, supporting tax matters, conducting legal research, and collaborating with senior lawyers on planning

Qualifications

• 2–4 years of law firm experience in estate planning or tax practice.
• Excellent drafting and analytical skills.
• Accurate and strong attention to detail.
• Organized, proactive, and able to manage multiple matters.
• Superior academic credentials.
• LL.M. in Taxation preferred, but not required.

Responsibilities

• Draft estate plan documents, including wills, trusts, powers of attorney, and advance directives.
• Assist with estate, gift, and generation-skipping transfer tax matters.
• Conduct legal research and prepare memoranda on estate, tax, and trust issues.
• Collaborate with senior attorneys on complex planning strategies.
• Manage client files efficiently.

Skills

Drafting

Attention to detail

Organizational skills

Analytical skills

Legal research

Education

J.D. degree

LL.M. in Taxation

Job description

Sheppard is seeking a junior-level Trusts & Estates Associate Attorney to join our Tax, Trusts & Estates, & Employee Benefits Practice Group in San Francisco, Los Angeles, Orange County, or San Diego (Del Mar) offices. The ideal candidate has 2–4 years of law firm experience with estate and tax planning for high-net-worth clients.

The role involves drafting estate plan documents, supporting tax matters, conducting legal research, and collaborating with senior lawyers on planning