Tax Planning Associate Attorney

CMDB, a growing estate planning and administration, tax, real estate and business transaction law firm, is looking for an Associate Attorney with partner potential to join its family. The Associate Attorney must be a character-first, detail oriented, independent worker who proactively communicates, pursues growth and learning, and builds lasting relationships with co-workers and clients.

Job Description

The Tax Planning Associate Attorney will be responsible for assisting our partners in the design, implementation and gift, estate, property, income and generation-skipping transfer tax analysis of estate and business plans with tax sensitive considerations, including charitable lead and remainder trusts, irrevocable insurance trusts, private foundations, partnership and corporation redemptions, dissolutions, mergers and transfers, buy-sell agreements, sales to defective trusts, real estate transfers, and grantor retained annuity trusts. In addition, the Associate will be responsible for preparing federal gift and estate tax return and handling audits of such returns. The preparation of general estate planning documents (wills, trusts, durable powers of attorney, advance health care directives) will also be required. The Associate Attorney will be expected to work with the legal support team to accomplish his or her duties while providing excellent customer service to our clients.

The Associate Attorney will work within the Tax Planning Practice Group under the direct supervision of Jeffrey C. De Francisco, however, there will be cross-over work between the other practice groups of the firm as needed for each client’s plan.

 Desired Skills and Expertise

The ideal Associate Attorney:

  • Will have graduated at or near the top of his or her class and participated in a legal honor society (e.g., law review or law journal);
  • Will have a minimum of 5 years’ experience in estate planning, trust and tax planning;
  • Will have experience with sophisticated wealth transfer strategies including, buy-sell agreements, charitable foundations and trusts, irrevocable trusts, defective grantor trusts and grantor retained annuity trusts;
  • Must possess exceptional attention to detail, excellent customer service, communication and organizational skills;
  • Must demonstrate professionalism, be accountable and reliable, have the ability to prioritize tasks, and multitask in a high volume environment;
  • Must respect and desire exacting standards regarding file setup, organization, database management, and overall accuracy of work and communication;
  • Must recognize and solve complex problems as they arise;
  • Must practice sound legal and business judgment;
  • Must demonstrate highly proficient computer skills;
  • Must be flexible and willing to learn new systems and practices;
  • Must have excellent written and verbal communication skills;
  • Must possess a sense of humor and empathy;
  • Must want to work and learn from Certified Specialists in Estate, Planning, Trust and Probate Law and Taxation and Fellows of the American College of Trusts and Estates Counsel;
  • Will have demonstrated leadership in his or her community; and
  • Possess excellent practice management, leadership, interpersonal relationship building, entrepreneurial and strong business development skills necessary to become partner.


  • J.D. degree from an ABA accredited law school
  • Licensed (or willing to be licensed) to practice law in CA
  • Minimum 5 years’ experience in estate planning, trust and probate administration


Salary varies based upon experience; minimum starting salary of $120,000 per year.

How to Apply

Please submit the following to (1) cover letter including why CMDB is the right firm for you, (2) resume, (3) sample letter or other work product that you produced and is not form generated, and (4) references. No phone calls or faxes, please.