Job Description

Summary:

The Trusts & Estates Attorney must have at least five (5) years of recent experience designing plans for moderate and high-net-worth clients, as well as experience in probate and trust administration. The Trusts & Estates Attorney position requires superior analytical, communication, drafting, writing, and research skills, with the ability to work both independently and as a team member. This position requires that the Trusts & Estates Attorney be extremely detail-oriented, organized, critical about accuracy, spelling and grammar and possess the ability to prioritize and follow up. This is a very fast paced environment which requires a self-starter who is willing and open to learning new skills as well as taking initiative and being proactive. 

Direct Reports:  

N/A

Remote Options/Office Hours:  

Hybrid or On-Site – Downtown Chico, CA

Essential Duties and Responsibilities, Including but Not Limited To:

• Design and draft plans for moderate and high-net-worth clients
• Manage probate administrations
• Manage trust administrations
• Meet or exceed minimum billable hours requirement
• Plan for blended families, generation-skipping transfer tax planning, fiduciary income tax issues, and preparation of estate tax returns and gift tax returns

Requirements:  

Education and Experience

• Juris Doctorate and active member of California State Bar 
• Expertise in Federal tax law and California state tax law strongly preferred
• LL.M. in Tax preferred 
• Prior experience taking the lead role in client meetings 
• Prior experience managing client communications and expectations

Knowledge, Skills & Abilities

• Proficiency in the California probate and trust administration process
• Proficiency in Microsoft Office Suite, Adobe Acrobat, document management and legal practice management systems
• Ability to effectively work with support staff
• Client management skills from intake through resolution
• Positive attitude, intellectually curious, dependable and motivated
• Solid command of English including excellent spelling, grammar, punctuation, form and style
• Organized and detail oriented
• Ability to set goals and mentor others
• Ability to communicate clearly and work well with a team and individually.
  

Benefits of working at JKZ LLP

In addition to a competitive compensation and bonus programs, JKZ also offers:

• Option for fully employer paid Medical Insurance
• Dental, Vision, additional life, AD&D and other employee paid insurances
• Fully paid Long Term Disability and Life Insurance
• Paid State Bar and BASF dues
• Paid Continuing Education
• Paid Time Off
• Paid Volunteer Time Off
• 11 Paid Holidays
• 401(k) Plan

JKZ LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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