CPA and Tax Associate; Trust and Estates - Pasadena Pasadena, CA
Position: CPA and Tax Associate (Trust and Estates) - Pasadena at Direct Counsel Pasadena, CA
Job Description
Senior Associate Attorney – Trusts & Estates
Location: Pasadena, CA
Compensation: $150,000 - $200,000/yr
Hybrid or Remote work is available
Overview
Direct Counsel is representing a successful Business Defense firm seeking a Senior Associate Attorney with 5+ years of experience as a CPA and Tax Associate in Trusts & Estates law to join its Pasadena office. The ideal candidate is a highly motivated legal professional capable of receiving and managing work from a Partner, meeting billable expectations, and contributing to a high-performing team.
This is a prime opportunity for an experienced attorney who is ready to take on sophisticated estate planning and administration work in a firm that values autonomy, accountability, and long-term growth.
Key Responsibilities
• Manage complex trust and estate matters, including planning, administration, and related disputes.
• Collaborate directly with a Partner to execute legal strategies and deliver high-quality client service.
• Maintain a minimum annual billable target of 1,800+ hours.
• Draft estate planning documents and provide strategic advice to high-net-worth individuals and families.
• Coordinate with clients, fiduciaries, tax advisors, and financial professionals.
• Ensure compliance with applicable trust, probate, and tax laws.
Qualifications
• 5+ years of Trusts & Estates experience, preferably in a private practice or boutique law firm setting.
• CPA Certification
• Proficient in handling estate planning, trust administration, and probate litigation matters independently.
• Strong drafting, analytical, and communication skills.
• Detail-oriented, organized, and committed to professional excellence.
• Licensed to practice law in California and in good standing with the State Bar.
Compensation
This position offers a performance-based compensation structure that rewards billable productivity, legal acumen, and client service. Attorneys who excel will have a clear path to increasing compensation and long-term growth within the firm.
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