Estate and Tax Planning Associate

Profile

Job Overview

A law firm seeks an associate with 5-7 years of experience in estate and tax planning, trust administration, and business succession planning to join their Private Client & Wealth Planning Practice Group in Newport Beach, California. The role involves direct client contact with high-net-worth and ultra-high-net-worth clients, requiring speed, accuracy, and a commitment to meeting clients' objectives.

Duties

• Assist in estate and tax planning and trust administration.
• Engage in business succession planning.
• Prepare SLATs, IDGTs, ILITs, CRTs, GRATS, and other irrevocable trust planning tools.
• Collaborate with a team dedicated to excellence.

Requirements

• 5-7 years of relevant experience.
• Strong background in gift and estate tax matters.
• Excellent research and writing skills.
• Ability to work as part of a team.

Education

• Strong academic record required.

Certifications

• Relevant certifications preferred.

Skills

• Advanced estate tax planning skills.
• Proficiency in preparing various trust planning tools.

Benefits

• Comprehensive medical, dental, and vision insurance.
• Life, short- and long-term disability insurance.
• Parental leave and well-being/EAP programs.
• Sick and vacation time.
• Generous 401k retirement package.
• Eligibility for quarterly and annual bonuses.

Company info

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