Job Details
Ø Job Time Commitment - Full time
Ø Salary - $150,000.00 - $180,000.00 USD per year
Ø Practice Area(s) - Tax, Trust/Estate Planning Law
Job Description
Position Summary
Ferrari Ottoboni Caputo & Wunderling LLP is seeking a Tax, Trust, and Estate Associate Attorney with at least two years of experience for our San Jose office. This role is ideal for an entry to mid-level attorney who thrives in a client-facing, detail-oriented practice and desires to join a highly respected firm with deep expertise in taxation, trust, and estate law. We offer competitive compensation, strong benefits, and a supportive, collaborative culture.
The Firm
With over fifty years of combined experience, Ferrari Ottoboni Caputo & Wunderling LLP has earned a reputation as one of the country’s premier law firms focusing on taxation, real estate, corporate, trust law, and estate planning matters. Many of our clients have included high-net-worth families, renewable energy companies, biotech, software, social media and large real estate and construction firms, and more. We take pride in providing the breadth and depth of legal representation that our clients need.
Duties and Responsibilities
Ø Draft estate planning documents including revocable trusts, wills, durable powers of attorney, and advance health care directives
Ø Draft and administer irrevocable trusts for the implementation of sophisticated gift, charitable, and life insurance planning
Ø Draft and prepare probate petitions and ancillary court documents; represent clients in probate court
Ø Assist clients with the post-death administration of trusts and probate estates for both taxable and non-taxable estates, including the marshalling and valuation of assets, the preparation of accountings, the funding of subtrusts, and the distribution of assets to beneficiaries
Ø Review estate tax returns, gift tax returns, fiduciary income tax returns, and other filings required by relevant tax authorities
Ø Research and prepare memoranda concerning probate issues, as well as state and federal income, estate, gift, and generation-skipping transfer tax issues
Ø Communicate regularly and effectively with clients, internal staff, and partners
Ø Support clients with compassion and professionalism
Ø Maintain and accurately record billable hours of at least 1,500 per year
Ø Attend professional conferences and gatherings, both locally and nationally
Ø Other duties as assigned
Qualifications
The successful candidate will have the following qualifications in addition to a compelling record of accomplishment:
Ø Active California Bar Membership in good standing (LL.M. in Taxation is preferred)
Ø At least two to four years of direct experience in estate planning and the post-death administration of trusts and probate estates
Ø Competence across the Microsoft Office Suite (Experience with NetDocuments preferred)
Ideal Candidate Profile
The successful candidate:
Ø Has the highest integrity
Ø Has excellent time management, organizational, and prioritization skills, with the ability to multitask and manage a diverse caseload supporting multiple partners
Ø Has a strong work ethic and the ability to fulfill tight deadlines
Ø Has exceptional quality control skills and meticulously monitors work product to ensure accuracy and the highest quality
Ø Has intellectual curiosity and superior analytical thinking skills
Ø Is an effective communicator with excellent verbal and written communication skills
Ø Is comfortable working independently
Ø Is compassionate, collaborative, and client-focused, establishing and maintaining effective working relationships with employees, clients, government agencies, and the public
Benefits
Ø Paid Time Off
Ø Health, Dental, and Life Insurance
Ø Health Savings Account
Ø 401(k) Retirement Plan
Ø Discretionary Bonuses
Ø Office Amenities include secured parking and an on-site fitness center
Ø Firm-paid attendance at the Jerry A. Kasner Estate Planning Symposium and other continuing legal education events
Physical and Environmental Conditions
Ø Physical Demands: The role requires prolonged periods of sitting at a desk and working on a computer.
Ø Work Environment: The work is performed in a professional office environment. The candidate must be able to handle the stress of meeting deadlines and supporting multiple partners.
EEOC Statement
Ferrari Ottoboni Caputo & Wunderling LLP is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.