Associate Attorney, Estate Planning

Johnston, Kinney & Zulaica LLP

Associate Attorney, Estate Planning

San Francisco, CA
Full Time
Paid
  • Responsibilities

    ABOUT JOHNSTON, KINNEY & ZULAICA LLP (JKZ):

    JKZ is a boutique San Francisco financial district law firm whose mission is to provide thoughtful and practical solutions to support and protect our clients through life's challenges. We are a women and minority-owned law firm. Our practice areas are estate planning, trust administration, probate and family law. We also specialize in international estate planning, tax, probate and trust administration for high wealth clients, including a significant portfolio of multinational clients in the UK, Mexico, and Central and South America. JKZ attorneys have made significant contributions to the development of LGBT estate planning and family law. We work every day to cultivate trusted relationships with our clients, our employees and our community.

    ABOUT THE ROLE:

    JKZ is currently looking for an Associate Attorney to join our estate planning department. Opportunities for career growth, and partner-track candidates are encouraged to apply. The successful candidate must have 5+ years of recent experience and will have experience designing plans for high net worth clients and designing and drafting irrevocable trusts such as Crummey trusts, intentionally defective grantor trusts, irrevocable life insurance trusts, charitable split-interest trusts, and grantor retained annuity trusts, as well as experience in complex trust administration. The Associate Attorney position requires superior analytical, communication, drafting, writing, and research skills, with the ability to work both independently and as a team member.

    QUALIFICATIONS:

    • Expertise in Federal tax law and California state tax law required.
    • LL.M. in Tax preferred.
    • Knowledge of and/or experience with:
    • Planning for blended families;
    • Generation-skipping transfer tax planning;
    • International estate planning and cross-border issues;
    • Fiduciary income tax issues; and
    • Preparation of estate tax returns and gift tax returns.

    WHY WORK FOR JKZ:

    In addition to a competitive compensation and bonus programs, JKZ also offers medical, dental and vision insurance, disability and life insurance, 401k and Profit-Sharing Plan, Pre-tax Transit and Parking benefit program, FSA for Healthcare and Dependent Care, PTO and 10 paid holidays. We also offer paid State Bar and BASF dues for attorneys and paralegals, as well as paid Continuing Legal Education study. We also organize monthly happy hour events and games for our employees.

    EQUAL OPPORTUNITY EMPLOYER STATEMENT:

    JKZ provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, creed, color, ethnicity, religion, age, height, weight, physical or mental ability, military obligations, sex, national origin, disability status, marital status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

    WE ARE NOT UTILIZING OUTSIDE RECRUITERS FOR THIS POSITION, ONLY INTERESTED APPLICANTS SHOULD APPLY