Estate Planning Attorney

3 weeks ago


San Francisco, California, United States CVR SEARCH & STAFFING LLC Full time

CVR Search & Staffing LLC is seeking a highly skilled associate attorney to manage estate and trusts for high wealth and ultra-high wealth individuals in the San Francisco Bay Area. The ideal candidate will have 3-6 years of experience in wealth management and be comfortable working with clients who have complex business needs, including family wealth planning and the formation of foundations or trusts. A strong background in tax law is essential for this role.

Top-notch writing and oral communication skills are required for this position, and preference will be given to candidates from top-tier law schools. An MBA or business degree in taxation, or an LLM in Tax law, will be considered a significant advantage.

The successful candidate will be responsible for providing expert advice on estate and trust planning, as well as tax law, to high net worth individuals and families. They will work closely with clients to understand their unique needs and develop tailored solutions to meet their goals.



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