Estate and Tax Planning Associate

Profile

Job overview

A law firm seeks an Estate and Tax Planning Associate in Newport Beach, California. The ideal candidate will join a team focused on providing exceptional service in estate and tax planning, trust administration, and business succession planning.

Duties

• Collaborate with a team to deliver comprehensive estate and tax planning services.
• Engage directly with high-net-worth clients to understand and meet their objectives.
• Prepare and manage various trust planning tools, including SLATs, IDGTs, ILITs, CRTs, and GRATS.
• Conduct thorough research and provide detailed analysis on gift and estate tax matters.

Requirements

• 5-7 years of experience in estate and tax planning, trust administration, and business succession planning.
• Strong background in gift and estate tax matters and advanced estate tax planning.
• Excellent research and writing skills.
• Ability to work collaboratively within a team environment.

Education

• Juris Doctor (JD) from an accredited law school.

Certifications

• Active bar membership in good standing.

Skills

• Proficiency in preparing and managing complex trust planning tools.
• Strong analytical and problem-solving abilities.
• Excellent communication and interpersonal skills.
• Commitment to accuracy and meeting client objectives.

Company info

BCG Attorney Search