Private Client Services Associate (2-4 years) – San Jose, CA; Redwood Shores, CA
Key details
Job Description
Lathrop GPM is actively seeking an associate to join our Private Client Services practice group in San Jose or Redwood Shores. Candidates need to have two to four years of estate planning experience. The ideal candidate will have a strong interest in all aspects of clients’ family, financial, business and tax matters, including gift and estate tax planning, estate and trust administration, charitable planning, and family succession planning. They will also possess an active California attorney bar license, strong academic credentials, and demonstrate exceptional analytical and writing abilities, and outstanding interpersonal skills.
The practice group works closely with individuals, families, and their professional advisors across the United States to accomplish their personal, financial, and philanthropic goals. The group's clients include executives, entrepreneurs, ultra-high net worth families, family offices, owners of family-owned and privately held businesses, banks and trust companies, and charitable organizations.
The current anticipated salary range is $145,000+. Actual initial salary may be above or below the identified range and will be based on relevant skills, training, experience, and other job-related factors consistent with applicable law. A full comprehensive benefit plan is provided and includes health care, retirement plan, parental leave, and short/long term disability.
To apply, please upload a cover letter, resume, unofficial transcripts, and a writing sample.
Lathrop GPM is a full-service, Am Law 200 law firm with 14 offices nationwide. Our clients are at the heart of everything we do. We offer a competitive compensation and benefits package, and a professional, challenging, yet comfortable working environment.
We celebrate and support diversity and the benefits it brings to our workplaces, clients, and communities. We are proud to be an equal opportunity employer. It is the employment policy and practice of Lathrop GPM to recruit and hire employees without discrimination because of race, color, sex, gender, religion, age, national origin, military status, genetic information, disability, sexual orientation, gender identity or any other status protected by applicable law.
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