Business and Real Estate Attorney

This is a fully remote position, open to applicants in California.

📋 Description

• Perform legal research and analysis regarding business formations, selection of entities, organizational structure, corporate governance, fiduciary responsibilities, ownership arrangements, succession planning, compliance, and tax strategies.

• Assist in corporate transactions, including reorganizations, equity changes, mergers and acquisitions, as well as the buying and selling of businesses.

• Investigate and help devise asset-protection strategies that align with business ownership, real estate assets, liability considerations, and client goals.

• Draft and review various transactional documents and contracts, such as operating agreements, bylaws, partnership and shareholder agreements, buy-sell agreements, service contracts, indemnity agreements, equity incentive arrangements, purchase agreements, and letters of intent.

• Analyze commercial and residential real estate transactions, including acquisitions, dispositions, ownership structures, financing, leasing, and development.

• Assist in managing real estate due diligence and closings, covering title, survey, financing, disclosure, and other transaction requirements.

• Research and evaluate California Proposition 19, property tax reassessment rules, ownership transfers, and applicable exclusions.

• Aid in structuring and documenting Internal Revenue Code Section 1031 exchanges, coordinating with qualified intermediaries, tax advisors, escrow officers, and other professionals involved in transactions.

• Oversee assigned matters, keep organized client and matter files, track next steps, and document consultations, calls, and correspondence.

• Interact directly and professionally with clients via phone, email, video, and in-person meetings.

• Collaborate with departmental heads, attorneys, and staff while managing multiple client matters under supervision.

• Move towards independently conducting client appointments and consultations, potentially stepping into a future role as a lead attorney.

⛳️ Requirements

• Active membership in good standing with the State Bar of California.

• Two to five years of experience as a business, corporate, or real estate transactional attorney.

• Significant experience in legal research and analysis, drafting contracts and transaction documents, supporting negotiations and closings, and maintaining professional communication with clients.

• Working knowledge of federal and California tax implications impacting entity formation, corporate transactions, real estate ownership and transfers, asset protection planning, California Proposition 19, and Section 1031 exchanges.

• Strong written and verbal communication skills, along with excellent client service, meeting etiquette, and interpersonal abilities.

• Proficient in legal research, analytical thinking, problem-solving, drafting, organization, proofreading, and time management.

• Capability to prioritize multiple matters, work efficiently under the supervision of department heads, take ownership of assignments, and adhere to strict deadlines.

• Competence in office technology and case/task management systems.

• Knowledge of estate planning and/or experience in business litigation is preferred but not mandatory.

• Driven, open to supervision and feedback, and eager to advance towards an independent, client-facing role.

🏝️ Benefits

• Matching 401(k)

• Health benefits

• Vision benefits

• Dental benefits

• Bonus opportunity

• Origination bonus