Johnston, Kinney & Zulaica LLP
Trusts Estates Attorney
Johnston, Kinney & Zulaica LLP, Chico, California, us, 95976
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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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.
#J-18808-Ljbffr