SULLIVAN, McGIBBONS, CRICKARD & ASSOCIATES LLP is seeking a mid-level associate with minimum 5 years’ estate planning and trust administration experience. The ideal candidate will have experience in the following areas: preparing estate tax returns (706/709), drafting asset inventories, trust notifications, letters to beneficiaries, preparations of accounting, assisting in the drafting of estate planning documents, and entity formation documents. We use standard technologies such as Microsoft products and cloud-based systems. We are a boutique law firm with great clients, and we offer a fantastic work environment that emphasizes a non-burnout culture. We have a need to grow our team with a skilled professional and would love to meet you and review your skills and experience. Qualifications and Skill requirements set forth below. Essential functions set forth below. Other duties may be assigned. Competitive salary offered commensurate with experience. NO PHONE CALLS, PLEASE
Qualifications and Skills:
- Minimum 5+ years trust and estate experience.
- Licensed to practice law in California.
- Experience in preparing federal estate and gift tax returns. Experience working with estate and gift tax preparation software is desirable.
- Experience preparing estate planning documents, including trusts, wills, powers of attorney, and advance health care directives.
- Strong attention to detail.
- Ability to work independently as well as with a team.
- Excellent follow through and time management.
Duties will include:
- Support a busy estate planning practice.
- Recording billable time and meeting minimum monthly billable hour requirement.
- Communications with clients and other counsel.
Office Hours & Work Schedule:
- Office Hours: 8:30am – 5:30pm
- Work Schedule: Monday thru Thursday: in-office / Friday: remote optional
Job Type: Full-time
Salary: starting at $125,000 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Parental leave
- Vision insurance
Education:
- Doctorate (Required)
Experience:
- Trust & Estate/Tax planning: 5 years (Required)
License/Certification:
- California Bar License (Required)