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 advanced estate tax planning and preparation of various trust planning tools.
• Engage in direct client contact within the Family Office Practice area.
• Collaborate with a team dedicated to excellence in client service.

Requirements

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

Education

• Strong academic record required.

Certifications

• Relevant certifications in estate and tax planning preferred.

Skills

• Proficiency in preparing SLATs, IDGTs, ILITs, CRTs, GRATS, and other irrevocable trust planning tools.
• Commitment to accuracy and meeting client objectives.

Benefits

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

Company info

BCG Attorney Search