About Harrison LLP:
Harrison LLP is a national law firm specializing in private wealth planning and preservation. The Firm’s services extend to the natural interplay among estate planning, tax controversies, business succession, matrimonial law, and related affinity practices. Founded in 2003, Harrison LLP focuses on providing sophisticated legal advice, exceptional client service, and innovative solutions.
Position Overview:
We are seeking a highly skilled, collaborative, and client-focused Senior Associate or Junior Partner with significant experience in estate and wealth planning, and trust and estate administration. The ideal candidate will bring strong technical knowledge, sound judgment, and a compassionate, client-first approach to planning.
Preferred Location:
We are seeking candidates with an active license and in good standing to practice law in California.
Key Responsibilities:
- Advise individuals, families, and business owners on complex estate and wealth transfer strategies and trust administrations.
- Draft and implement a wide range of estate planning documents, including revocable and irrevocable trusts (i.e., IDGTs, BDGTs, GRATs, and ILITs).
- Collaborate with CPAs, wealth advisors, and family office teams to ensure coordinated planning across disciplines.
- Identify and proactively advise on estate, gift, and generation-skipping transfer tax issues, as well as property tax issues.
- Proactively support the growth and success of the Burlingame office through strategic business development and relationship-building initiatives.
- Serve as a trusted resource and mentor to paralegals and associates by providing guidance, answering questions, and supporting their professional development.
Qualifications:
- J.D. from an accredited law school; strong academic record.
- 5-7+ years of relevant experience in estate planning and trust administration.
- Excellent drafting, analytical skills, and communication skills.
- Strong working knowledge of advanced estate planning techniques as well as federal estate, gift, and generation-skipping transfer taxes.
- Self-starter who thrives in a collaborative environment.
- Commitment to client service and building trusted relationships.
- Proven ability to work with high-net-worth clients and navigate sensitive family dynamics.
- Experience with business development initiatives.
Preferred:
- Experience in business formation and maintenance.
- Experience with probate court petitions and federal estate tax and gift tax returns.
Why Join Harrison LLP?
You will have:
- the unique experience of working with a leading private wealth planning firm that has the resources and support of a large firm but with a boutique level focus.
- access to some of the most sophisticated and rewarding planning work in the country.
- the opportunity to be a part of a firm that’s committed to innovation and world-class client service.
- competitive, fair, and transparent compensation and partnership opportunities.
- the ability to work on sophisticated matters with real client impact.
- a clear path for professional development and leadership.
- a supportive, collegial, collaborative, and high-performance culture with opportunities for advancement.
- opportunities for community engagement and pro bono efforts.
Target Base Salary Range: $200,000 - $300,000 annually. Compensation decisions are based on a variety of factors, including experience, training, skills, qualifications, and other job-related factors permitted by law.
Benefits: Harrison LLP offers a comprehensive benefits package including personal time off, Firm paid holidays, medical/dental/vision insurance, and 401(k).
Harrison LLP is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Harrison LLP will not accept unsolicited resumes through or from search firms or staffing agencies for this role. All unsolicited resumes will be considered the property of Harrison LLP, and the Firm will not be obligated to pay a placement fee.
