Estate & Tax Planning Attorney

Job Overview

A law firm seeks an experienced Estate & Tax Planning Attorney in Torrance, California, with 8 years of experience advising high-net-worth individuals, families, and closely held businesses. The role involves complex estate planning, tax strategy, and wealth transfer matters. This opportunity is ideal for an attorney with deep technical knowledge of estate and gift tax law, looking to join a collaborative and sophisticated practice.

Duties

• Advise clients on estate, gift, and generation-skipping transfer tax planning.
• Draft estate planning documents, including wills, trusts, and powers of attorney.
• Structure tax-efficient wealth transfer strategies and charitable giving vehicles.
• Counsel business owners on succession planning and entity structuring.
• Handle trust and estate administration, including tax filings and post-mortem planning.
• Coordinate with financial advisors, accountants, and fiduciaries on planning strategies.
• Stay informed on federal and California tax laws affecting trusts and estates.

Requirements

• 8 years of experience in estate planning and tax law.
• Experience with high-net-worth clients and complex estate structures.
• Licensed to practice law in California.
• Strong knowledge of the Internal Revenue Code related to estates, gifts, and trusts.

Education

• Juris Doctor (JD) from an accredited law school.

Certifications

• Active member in good standing with the California State Bar.
• LL.M. in Taxation preferred.
• Board Certification in Estate Planning, Trust, or Tax Law preferred but not required.

Skills

• Advanced understanding of estate and gift taxation, trust administration, and charitable planning.
• Strong drafting, analytical, and research skills.
• Excellent communication and client advisory abilities.
• Ability to manage multiple complex matters with attention to detail.
• Professional, client-centered, and discreet in handling sensitive matters.

Benefits

• Competitive compensation package with bonus potential.
• Health, dental, and vision insurance options.
• 401(k) retirement plan with employer contribution.
• Paid time off, holidays, and parental leave.
• Continuing legal education (CLE) support and reimbursement of professional dues.
• Opportunities for long-term growth and partnership track consideration.