Estate Planning Attorney Job at Ascendion, Santa Rosa, CA

UmpZNWxtbVNkVlBUakZVL244Z1pFQjQwUVE9PQ==
  • Ascendion
  • Santa Rosa, CA

Job Description

Benefits:

  • 1800 Billable hours
  • Unlimited PTO
  • Firm-funded retirement contribution (8% of base+bonus)
  • Health/Dental/Vision
  • Hybrid 2-3 days in office

Key Responsibilities:

  • Provide sophisticated estate and tax planning for high-net-worth clients, including individuals, families, and business owners.
  • Handle estate administration, income and transfer tax planning, and charitable giving strategies.
  • Advise on business succession planning and entity structuring for LLCs and LPs.
  • Interpret and apply Federal and California tax laws in client matters.
  • Collaborate with colleagues across practice areas to deliver integrated client service.

Qualifications:

  • 3+ years of relevant legal experience in estate planning or in a related practice such as tax-oriented real property or corporate transactional work.
  • Strong background in Federal and California tax law is required .
  • Demonstrated ability to work with high-net-worth clients and manage complex planning structures.
  • Prior experience in estate planning is highly valued, but not essential. Attorneys with corporate transactional or tax-focused backgrounds from large firms are encouraged to apply.
  • Must be licensed to practice law in California .
  • Familiarity with the San Francisco Bay Area market is a plus but not mandatory.

Job Tags

Work at office,

Similar Jobs

Westgate Resorts

Pressure Washer Job at Westgate Resorts

 ...Island Water Park. Job Description Washes all areas throughout the property by performing the following duties. Operate pressure washer machinery safely and effectively to clean a variety of surfaces Sprays sidewalks, stairs, grills, pools or other areas as... 

Walt Disney Company

Full-Time Pastry Cook - Experienced Level Job at Walt Disney Company

 ...specific recipes for all bakery menu items including timing, quality, temperature, portion and presentation. Will also assist Leads and Chefs to ensure proper delivery and production of exceptional bakery items for all Resort restaurant outlets and banquets and assist with... 

Trillium Staffing

Pipe Welder Job at Trillium Staffing

 ...Trillium Construction is now seeking Journeymen Combination Pipe Welders in Indianapolis, IN! Pay rate is $38/hour. Schedule is a minimum 45 hours per week, Monday-Saturday. This is a temp-to-Hire position. Locations will be: Indianapolis, Muncie, Plainfield... 

City of New York

Office Assistant, Bureau of Operations Job at City of New York

 ...Office Assistant, Bureau of Operations Plant Operations is committed to supporting the NYC Department...  ...duties as directed. Why you should work for us: - Loan Forgiveness: As a...  ...while serving New Yorkers. - Work From Home Policy: Depending on your position, you... 

indiana staffing

2026 Summer Corporate Intern - Manufacturing Job at indiana staffing

 ...Caterpillar's Manufacturing, Supply Chain, and Order-to-Delivery Intern Program When you join Caterpillar, you're joining a global...  ...on customer experience with robotic platforms. Documenting architecture specifications, software design description, verification plans...