What are the responsibilities and job description for the Trusts & Estates Associate (3+ Yrs Exp) position at Jobot?
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Job details:
High-End Estate Planning with Direct Client Exposure
This Jobot Job is hosted by: Scott Rundlett
Are you a fit? Easy Apply now by clicking the "Easy Apply" button
and sending us your resume.
Salary: $190,000 - $275,000 per year
A bit about us:
We are a full-service law firm composed of highly talented, thoughtful, and experienced attorneys committed to delivering exceptional results for our clients. Our work spans a broad range of sophisticated legal matters, including complex disputes, strategic transactions, and ongoing business counseling for organizations, institutions, and individuals. We emphasize a practical, solutions-oriented approach, combining deep legal knowledge with an understanding of our clients’ broader objectives. Collaboration, sound judgment, and strong client relationships are at the core of how we approach every matter, allowing us to consistently deliver high-quality, value-driven legal services.
Why join us?
Joining our team means working on sophisticated, high-level matters in an environment that values both excellence and sustainability. We provide attorneys with meaningful responsibility and direct client engagement, supported by a collaborative and accessible team structure. Our culture prioritizes mentorship, professional development, and long-term growth, allowing attorneys to build their skills while maintaining balance. We focus on quality of work rather than volume, with expectations designed to support a manageable and rewarding career. In addition, we foster a collegial atmosphere where teamwork, initiative, and thoughtful lawyering are valued, creating a place where attorneys can thrive professionally without sacrificing personal well-being.
Job Details
We are seeking a Trusts and Estates Associate to join a well-established private client practice. This role offers an opportunity to work on sophisticated estate planning matters, including complex domestic and international planning strategies. You will be involved in both planning and administration work, with exposure to a diverse and high-level client base.
The position provides meaningful responsibility from the outset, including direct interaction with clients and advisors. You will work closely with experienced attorneys on intricate matters while developing your technical expertise and judgment within a collaborative and supportive environment.
Responsibilities
Draft and implement sophisticated estate planning documents, including wills and various trust structures
Advise clients on estate, gift, and tax planning strategies, including multi-generational wealth transfer
Handle estate and trust administration matters from start to finish
Prepare and review estate, gift, and fiduciary income tax filings
Work directly with individuals and families on complex planning needs
Collaborate with team members on strategy, structuring, and execution of matters
Qualifications
3 years of experience in trusts and estates or private client work
Strong experience with estate planning, estate and trust administration, and tax compliance
Demonstrated ability to draft sophisticated planning documents
Exposure to high-net-worth client work is preferred
Prior experience with cross-border or international planning is a plus
LL.M. in Taxation or Estate Planning is preferred but not required
Requirements
Strong organizational, analytical, and problem-solving skills
Excellent written and verbal communication abilities
Ability to manage multiple matters and meet deadlines
Comfortable interacting directly with clients and advisors
Team-oriented mindset with the ability to work independently when needed
High level of attention to detail and professional judgment
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Want to learn more about this role
and Jobot?
Click our Jobot logo and follow our LinkedIn page!
our LinkedIn page!
Job details:
High-End Estate Planning with Direct Client Exposure
This Jobot Job is hosted by: Scott Rundlett
Are you a fit? Easy Apply now by clicking the "Easy Apply" button
and sending us your resume.
Salary: $190,000 - $275,000 per year
A bit about us:
We are a full-service law firm composed of highly talented, thoughtful, and experienced attorneys committed to delivering exceptional results for our clients. Our work spans a broad range of sophisticated legal matters, including complex disputes, strategic transactions, and ongoing business counseling for organizations, institutions, and individuals. We emphasize a practical, solutions-oriented approach, combining deep legal knowledge with an understanding of our clients’ broader objectives. Collaboration, sound judgment, and strong client relationships are at the core of how we approach every matter, allowing us to consistently deliver high-quality, value-driven legal services.
Why join us?
Joining our team means working on sophisticated, high-level matters in an environment that values both excellence and sustainability. We provide attorneys with meaningful responsibility and direct client engagement, supported by a collaborative and accessible team structure. Our culture prioritizes mentorship, professional development, and long-term growth, allowing attorneys to build their skills while maintaining balance. We focus on quality of work rather than volume, with expectations designed to support a manageable and rewarding career. In addition, we foster a collegial atmosphere where teamwork, initiative, and thoughtful lawyering are valued, creating a place where attorneys can thrive professionally without sacrificing personal well-being.
Job Details
We are seeking a Trusts and Estates Associate to join a well-established private client practice. This role offers an opportunity to work on sophisticated estate planning matters, including complex domestic and international planning strategies. You will be involved in both planning and administration work, with exposure to a diverse and high-level client base.
The position provides meaningful responsibility from the outset, including direct interaction with clients and advisors. You will work closely with experienced attorneys on intricate matters while developing your technical expertise and judgment within a collaborative and supportive environment.
Responsibilities
Draft and implement sophisticated estate planning documents, including wills and various trust structures
Advise clients on estate, gift, and tax planning strategies, including multi-generational wealth transfer
Handle estate and trust administration matters from start to finish
Prepare and review estate, gift, and fiduciary income tax filings
Work directly with individuals and families on complex planning needs
Collaborate with team members on strategy, structuring, and execution of matters
Qualifications
3 years of experience in trusts and estates or private client work
Strong experience with estate planning, estate and trust administration, and tax compliance
Demonstrated ability to draft sophisticated planning documents
Exposure to high-net-worth client work is preferred
Prior experience with cross-border or international planning is a plus
LL.M. in Taxation or Estate Planning is preferred but not required
Requirements
Strong organizational, analytical, and problem-solving skills
Excellent written and verbal communication abilities
Ability to manage multiple matters and meet deadlines
Comfortable interacting directly with clients and advisors
Team-oriented mindset with the ability to work independently when needed
High level of attention to detail and professional judgment
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Want to learn more about this role
and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Salary : $190,000 - $275,000