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Description

Our client is looking for an experienced Estate Planning + Tax Attorney to join their team in San Francisco, California, 94105, United States. In this role, you will focus on developing tailored estate plans, providing tax planning expertise, and advising clients on wealth transfer strategies. You will also assist in trust administration, probate matters, and resolving disputes within the estate planning framework.

Responsibilities

• Develop and implement comprehensive estate plans, including drafting revocable trusts and wills.

• Advise clients on multi-generational planning and succession strategies for family-owned businesses.

• Structure family wealth transfer mechanisms such as family partnerships and limited liability companies.

• Create and manage irrevocable trusts, including dynasty trusts, personal residence trusts, and grantor retained annuity trusts.

• Guide clients through charitable gift planning, including charitable remainder trusts, charitable lead trusts, private foundations, and donor-advised funds.

• Handle estate and gift tax planning, including preparation and audit representation for related tax returns.

• Administer trusts and estates, ensuring compliance with fiduciary responsibilities and relevant tax laws.

• Represent clients in probate and trust dispute resolution, including litigation when necessary.

• Provide advisory services on sale transactions within estate planning contexts.

• Collaborate with clients to ensure continuity and long-term relationships in their estate planning process.

Requirements • Expertise in estate planning, probate law, and estate administration.

• Proficient in preparing and reviewing estate tax returns and fiduciary income tax returns.

• In-depth knowledge of gift tax regulations and fiduciary tax compliance.

• Skilled in handling charitable remainder trusts and other complex estate planning instruments.

• Familiarity with private wealth management and tax matters related to trusts and estates.

• Ability to draft and review wills and other estate planning documents with precision.

• Strong understanding of probate litigation and resolution of estate disputes.

• Experience advising clients on tax strategies for trust and estate matters.

• Solid grasp of legal principles pertaining to estate law and wealth transfer strategies.

• Adept at working collaboratively with financial advisors and wealth management teams.

• Capable of addressing intricate tax issues within the context of estate planning.

• Excellent research, analytical, and communication skills to navigate complex tax and legal scenarios.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

• 2025 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .