International Wealth Planning Attorney (Private Client & Tax) – San Diego, CA

We are working with a major international law firm that currently is seeking a mid to senior level International Wealth Planning Attorney for its San Diego office. The focus of this role will be advising high net worth individuals and family businesses on tax, trust and estate, business succession matters.

Our client has a deep understanding of personal tax and succession planning, including assisting in creation of wills and establishing trusts and other wealth holding structures, as well as cross-border migration, an increasingly important issue for wealthy international families in today’s global economy.

Qualifications & Requirements:

• Strong academic credentials (JD required; LLM is a plus)
• Minimum 5+ years of relevant law firm experience
• Strong drafting, writing and communication skills
• Experience drafting wills and trusts
• Exposure to sophisticated wealth planning structures for international families
• Some knowledge of income and transfer tax rules affecting non-U.S. residents with U.S. income and/or assets, and U.S. residents with foreign income and/or assets
• Some knowledge of rules applicable to income taxation of complex non-U.S. trusts and their beneficiaries
• Experience with pre-immigration and expatriation planning a plus
• Strong project management ability: ability to balance a high volume of competing priorities
• Experience with Excel and PowerPoint a plus

Compensation will be dependent on experience; base salary is flexible.

Law firm provides great working environment and culture.

To hear more (confidentially of course), please email an updated resume along with salary expectations.

Thank you,

Lizelle Justiniani 

Legal Recruiter

ljustiniani@toccilegalsearch.com