T&E Senior Level Attorney w/LL.M in EP or Tax

Firm Description

Thompson Welch Soroko & Gilbert LLP, founded in 1987, is a full-service law firm representing businesses, private individuals, and investors. The firm is committed to providing practical, timely legal counsel tailored to each client's needs and circumstances. Long-term client relationships are a cornerstone of the firm's practice, and its attorneys bring extensive experience across estate planning and administration, business and corporate law, real estate, tax, and litigation.

Position Overview

We are seeking a sophisticated estate planning/trust administration attorney with a minimum of 8-10 years of experience and partnership aspirations.

Our firm is particularly accomplished in estate planning & administration, corporate and business transactions, real estate transactions, tax, and litigation related to these practices. Our estate planning practice includes work with high-net-worth clients.

Qualifications

The ideal candidate will have strong credentials, experience with a mid-to-large-sized firm or a trusts & estates boutique, and the skills and motivation to develop a thriving practice. He or she will share our firm values of collegiality and excellence and appreciate our emphasis on work-life balance and professional growth.

What We Offer

We offer competitive compensation and benefits. The salary range that we expect to pay for this position is between $180,000 to $225,000, depending on experience and other relevant factors. Additional compensation may include discretionary bonuses. We offer a hybrid work environment. Ample free parking in San Rafael, and our office is a short walk from the Civic Center SMART Train station.

Essential Duties and Responsibilities

• Confer with clients to identify their objectives and concerns.

• Evaluate client situations to identify strategies and apply a comprehensive understanding of planning and administration techniques.

• Counsel clients about possible strategies to reach objectives.

• Draft estate plans and trust administration documents (sometimes basic, sometimes advanced) to implement strategies.

• Work well with attorneys in other practice areas and with firm support to leverage team-wide capacity and maximize efficiency.

• Cultivate relationships with the firm’s existing clients.

• Originate new clients.

Requirements:

• J.D. from an ABA-approved school.

• Active License with the State Bar of California.

• An LLM in tax or estate planning, preferred.

• Minimum of 8-10 years of experience in estate planning, probate, and trust administration.