Associate Attorney, Tax and Estate Planning

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.

This Orange County, California firm prides itself in its integrity and peer rated ethical operation. This firm practices in business planning, mergers, acquisitions, income tax planning, estate planning, and in charitable organization law.