Private Client Associate (San Francisco)

Loeb & Loeb LLP

$235K — $285K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-5 years of law firm experience, particularly in estate planning or tax practice
  • Knowledge of high-net-worth estate and tax planning, estate and trust administration
  • Strong drafting and writing skills
  • Excellent analytical abilities and meticulous attention to detail
  • Demonstrated organizational skills and capacity to handle multiple projects
  • Strong verbal and interpersonal communication skills
  • Superior academic credentials and California bar admission

Responsibilities

  • Join the Private Client Department and support estate planning initiatives
  • Draft wills and trust agreements with precision
  • Assist in estate and trust administration tasks
  • Collaborate with clients to develop tailored estate planning strategies
  • Manage multiple client cases efficiently while ensuring high-quality service

Benefits

  • Collaborative work environment within a reputable law firm
  • Opportunities for professional growth and development in estate planning
  • Engagement with a diverse range of high-net-worth clients
  • Potential for involvement in varied transactional practices beyond T&E
  • Access to experienced colleagues and mentorship in a supportive firm culture
Full Job Description
Loeb & Loeb's Private Client Department seeks an associate with 3-5 years of law firm experience to join its San Francisco office. The ideal candidate will come from an estate planning practice, tax practice or other transactional practice. Knowledge and experience with high-net-worth estate and tax planning, estate and trust administration, and drafting wills and trust agreements preferred. Successful candidates will have excellent drafting, writing and analytical skills, accurate and strong attention to detail, high level of organization, strong verbal and interpersonal skills, and ability to manage multiple projects and people. Relatable experience outside of the T&E practice area would be considered. Superior academic credentials and admission to the CA bar are required. Large or mid-size law firm experience preferred. Tax LLM is a strong plus but not required. Expected salary range for this position is a minimum of $235,000 and a maximum of $285,000 annually. The actual pay wage may vary based on experience or other relevant factors.

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