Estate Planning Attorney Job at Ascendion, Santa Rosa, CA

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  • 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.

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