Associate Attorney Tax and Estate Planning

Profile

Job Overview

A law firm seeks a motivated Associate Attorney specializing in Tax and Estate Planning in Irvine, CA. The role involves working on foundational and advanced estate planning and tax matters, offering a dynamic and collaborative work environment.

Duties

• Work on advanced estate and income tax planning matters.
• Draft customized foundational and advanced estate planning documents.
• Advise clients on the design and structure of revocable living trusts and irrevocable gift trusts.
• Research estate planning and other tax issues.
• Evaluate and update template documents, letters, and procedures.

Requirements

• J.D. from an accredited law school; member in good standing of the California Bar.
• Minimum of 3 years of estate planning experience.
• Strong drafting skills and attention to detail.
• Strong knowledge of estate and gift tax.
• LL.M. in taxation or estate planning, or a strong background in tax law preferred.
• Broad knowledge of corporate matters affecting closely held companies is helpful.
• Ability to interact comfortably with clients and management; strong interpersonal skills.
• Ability to adapt and multi-task in a fast-paced environment.
• Ability to work independently and as part of a team.
• Commitment to professionalism and flexibility in project types.

Education

• J.D. from an accredited law school.

Certifications

• Member in good standing of the California Bar.

Skills

• Strong drafting and attention to detail.
• Knowledge of estate and gift tax.
• Interpersonal and client interaction skills.
• Adaptability and multi-tasking in a fast-paced environment.

Benefits

• 5 medical plans with options for employer-funded HSA.
• Dental and vision plans.
• 401(k) plan with significant employer matching.
• Great working environment.

Company info

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