Estate and Tax Planning Attorney

Job Overview

A law firm seeks an experienced Estate and Tax Planning Attorney with five years of focused practice. The role centers on providing strategic counsel in estate planning, tax planning, and related transactional matters, supporting a diverse client base with precision and expertise. Location: Simi Valley, CA

Duties

• Draft and review estate planning documents, including trusts, wills, and powers of attorney.
• Advise clients on tax-efficient strategies for wealth transfer and asset protection.
• Conduct legal research involving estate, gift, and generation-skipping transfer tax issues.
• Manage trust administration and probate matters.
• Collaborate with clients, fiduciaries, and financial professionals on estate and tax planning objectives.
• Prepare and review related legal filings and transactional documentation.

Requirements

• 5 years of dedicated experience in estate and tax planning.
• Strong knowledge of federal and state tax laws impacting estate planning.
• Experience with probate and trust administration.
• Proven ability to manage multiple client matters and deadlines.
• Exceptional drafting, analytical, and communication skills.

Education

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

Certifications

• Active California Bar membership (required).
• LL.M. in Taxation (preferred but not required).

Skills

• Advanced estate and tax planning knowledge.
• Precision in drafting legal documents.
• Strong client-interaction and advisory skills.
• Analytical reasoning and problem-solving abilities.
• Research proficiency in tax and estate matters.

Benefits

• Competitive compensation.
• Comprehensive health benefits.
• Retirement plan options.
• Professional development opportunities.
• Flexible work arrangements.

This firm has expertise in Construction Law, Real Estate, Contracts, Alternative Dispute Resolution, Business Formations and more. This California law firm was founded nearly a decade ago.