Business and Real Estate Attorney
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Job Description
Business and real estate attorney supporting a California law firm’s transactional department. Conducting research, drafting documents, managing matters, and advising clients under supervision.
Responsibilities:
- Conduct legal research and analysis on business formations, entity selection, organizational structuring, corporate governance, fiduciary duties, ownership arrangements, succession planning, entity compliance, and tax planning
- Support corporate transactions, reorganizations, equity and ownership changes, mergers and acquisitions, and business purchases and sales
- Research and help develop asset-protection strategies aligned with business ownership, real estate holdings, liability considerations, and client objectives
- Draft and review transactional documents and contracts, including operating agreements, bylaws, shareholder and partnership agreements, buy-sell agreements, service agreements, indemnity agreements, equity incentive arrangements, purchase and sale agreements, and letters of intent
- Research and analyze commercial and residential real estate acquisitions, dispositions, ownership structures, financing, leasing, development, and related transactions
- Support and increasingly manage real estate due diligence and closings, including title, survey, financing, disclosure, and other transaction requirements
- Research and analyze California Proposition 19, property-tax reassessment rules, ownership transfers, and available exclusions
- Support the structuring and documentation of Internal Revenue Code Section 1031 exchanges and coordinate with qualified intermediaries, tax advisors, escrow officers, and other transaction professionals
- Manage assigned matters, maintain organized client and matter files, track next steps, and record consultations, calls, and correspondence
- Communicate directly and professionally with clients by phone, email, video, and in person
- Collaborate with the department head, attorneys, and staff while managing multiple client matters under supervision
- Progress toward independently conducting client appointments and consultations and potentially becoming a future in-person lead attorney
Requirements:
- Active membership in good standing with the State Bar of California
- Two to five years of experience as a business, corporate, and/or real estate transactional attorney
- Substantial experience conducting legal research and analysis, drafting contracts and transaction documents, supporting negotiations and closings, and communicating professionally with clients
- Working knowledge of federal and California tax considerations affecting entity formation, corporate transactions, real estate ownership and transfers, asset-protection planning, California Proposition 19, and Section 1031 exchanges
- Excellent written and oral communication, client service, meeting etiquette, and interpersonal skills
- Strong legal research, analytical, problem-solving, drafting, organizational, proofreading, and time-management skills
- Ability to prioritize multiple matters, work effectively under the department head’s supervision, take ownership of assignments, and meet strict deadlines
- Proficiency with office technology and case/task-management systems
- Estate planning knowledge and/or business litigation experience is preferred but not required
- Ambitious, receptive to supervision and feedback, and motivated to progress toward an independent, client-facing role
Benefits:
- Matching 401(k)
- Health benefits
- Vision benefits
- Dental benefits
- Bonus opportunity
- Origination bonus
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