| What’s in it for you! - Accelerate your career in a growth firm!
- Direct client exposure and real responsibility!
- Collaborative culture with hands-on mentorship!
- Diverse industries complex tax and audit work!
- Strong benefits PTO and retirement plans!
- Stable leadership with long-standing reputation!
If that’s you let’s talk! |
| Job Type : Full Time |
| Location : Orange California |
| Pay : Great Pay! |
| Job Description |
Job Title: Trust & Estate Attorney
Location: Orange California
Job Type: Full-Time Direct Hire 100% Onsite (Monday – Friday)
Position Overview
We are seeking a Tax & Estate Attorney with approximately 3–5 years of experience in advanced estate planning trust and estate taxation and administration matters. This role supports high-net-worth clients and offers strong long-term career growth and professional development opportunities.
Key Responsibilities - Advise clients on advanced estate trust gift and income tax planning strategies
- Draft and structure estate planning instruments including:
- Revocable living trusts
- Irrevocable gift trusts
- GRATs IDGTs and SLATs
- Manage trust administration for high-net-worth clients
- Provide fiduciary guidance and beneficiary communications
- Conduct legal research and draft technical tax memoranda
- Oversee fiduciary gift and trust tax compliance processes
- Handle estate administration including asset identification and transfer coordination
- Manage uncontested probate administration matters
- Collaborate with CPAs financial advisors and wealth planning professionals
- Maintain strong client relationships and deliver high-level client service
Required Qualifications - Juris Doctor (JD) from an accredited law school
- Active California Bar admission
- Approximately 3–5 years of experience in:
- Estate planning
- Tax planning
- Trust administration
- Experience handling advanced estate and income tax planning
- Strong drafting skills across various trust vehicles
- Excellent written and verbal communication skills
- Ability to manage multiple complex matters simultaneously
Preferred Qualifications - LL.M. in Taxation or Estate Planning
- Background in tax-focused legal practice
- Experience working with high-net-worth individuals and privately held businesses
- Experience forming business entities drafting governing documents and coordinating tax elections (including S-corp elections)
Benefits - Medical dental and vision insurance
- 401(k) with employer participation
- Paid time off and paid holidays
- Professional development and advancement opportunities
|
| Our client asked me to submit 3 great people within the next few days. We work directly with the hiring manager and can arrange interviews within a few days |
| Annie Lee |
#INDEH123
What’s in it for you! Accelerate your career in a growth firm! Direct client exposure and real responsibility! Collaborative culture with hands-on mentorship! Diverse industries complex tax and audit work! Strong benefits PTO and retirement plans! Stable leadership with long-standing reputation...
| What’s in it for you! - Accelerate your career in a growth firm!
- Direct client exposure and real responsibility!
- Collaborative culture with hands-on mentorship!
- Diverse industries complex tax and audit work!
- Strong benefits PTO and retirement plans!
- Stable leadership with long-standing reputation!
If that’s you let’s talk! |
| Job Type : Full Time |
| Location : Orange California |
| Pay : Great Pay! |
| Job Description |
Job Title: Trust & Estate Attorney
Location: Orange California
Job Type: Full-Time Direct Hire 100% Onsite (Monday – Friday)
Position Overview
We are seeking a Tax & Estate Attorney with approximately 3–5 years of experience in advanced estate planning trust and estate taxation and administration matters. This role supports high-net-worth clients and offers strong long-term career growth and professional development opportunities.
Key Responsibilities - Advise clients on advanced estate trust gift and income tax planning strategies
- Draft and structure estate planning instruments including:
- Revocable living trusts
- Irrevocable gift trusts
- GRATs IDGTs and SLATs
- Manage trust administration for high-net-worth clients
- Provide fiduciary guidance and beneficiary communications
- Conduct legal research and draft technical tax memoranda
- Oversee fiduciary gift and trust tax compliance processes
- Handle estate administration including asset identification and transfer coordination
- Manage uncontested probate administration matters
- Collaborate with CPAs financial advisors and wealth planning professionals
- Maintain strong client relationships and deliver high-level client service
Required Qualifications - Juris Doctor (JD) from an accredited law school
- Active California Bar admission
- Approximately 3–5 years of experience in:
- Estate planning
- Tax planning
- Trust administration
- Experience handling advanced estate and income tax planning
- Strong drafting skills across various trust vehicles
- Excellent written and verbal communication skills
- Ability to manage multiple complex matters simultaneously
Preferred Qualifications - LL.M. in Taxation or Estate Planning
- Background in tax-focused legal practice
- Experience working with high-net-worth individuals and privately held businesses
- Experience forming business entities drafting governing documents and coordinating tax elections (including S-corp elections)
Benefits - Medical dental and vision insurance
- 401(k) with employer participation
- Paid time off and paid holidays
- Professional development and advancement opportunities
|
| Our client asked me to submit 3 great people within the next few days. We work directly with the hiring manager and can arrange interviews within a few days |
| Annie Lee |
#INDEH123
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Job Location:
Yearly Salary:
$ 170000 - 190000
Posted on:
11 hours ago
Vacancies:
1 Vacancy
