Associate Attorney Tax and Estate Planning

Profile

Job Overview

A law firm seeks an Associate Attorney in Irvine, CA, to focus on foundational and advanced estate and tax planning for high-net-worth clients. This role offers significant client interaction and the opportunity to develop technical expertise alongside experienced practitioners.

Duties

• Handle advanced estate and income tax planning for high-net-worth clients.
• Draft customized foundational and advanced estate planning documents.
• Meet with clients to guide the design and structure of trusts.
• Research estate planning, tax, and related legal issues.
• Evaluate and update template documents and internal procedures.
• Collaborate with the marketing team to develop and grow your practice.
• Meet an annual billable-hour expectation of 1,600 hours.

Requirements

• J.D. from an accredited law school and admission to the California Bar in good standing.
• Minimum of three years of experience in estate planning.
• Strong drafting skills with exceptional attention to detail.
• Solid knowledge of estate and gift tax principles.

Education

• J.D. from an accredited law school.

Certifications

• Admission to the California Bar.

Skills

• Strong interpersonal and communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Flexibility and adaptability to client needs.
• Ability to work independently and collaboratively.

Benefits

• Five medical plans, including options with an employer-funded HSA.
• Dental and vision coverage.
• 401(k) with employer matching.
• Employer-paid life and disability coverage.
• Employee Assistance Program (EAP).
• Hybrid work schedule with on-site days.
• Eleven paid holidays annually.
• Discretionary time-off policy.
• Partner mentorship and ongoing professional development support.
• Weekly team lunches and monthly celebrations.
• Firm-sponsored events and employee recognition programs.
• Access to on-site gym and office amenities.

Company info

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