Tax & Estate Planning Attorney

Min 2 yrs required

Full-time

No

Summary:

- Job title: Tax & Estate Planning Attorney
- Location: Irvine, CA, US
- Experience: Minimum 2 years of estate planning experience
- Salary range: $180,000 - $235,000 annually
- Physical requirements: Ability to lift and carry 30 pounds, frequent standing and walking, sitting for up to four hours at a time, bending and stooping as needed
- Benefits: 8 medical plan options with employer funded HSA, dental and vision plans, 401(k) plan with significant employer matching, great working environment, Orange County Register 2023 Top Workplace
- Schedule: Hybrid (in-office two days per week), 100% remote work schedule may be considered for qualified candidates residing outside of Southern California

Brown & Streza, a law firm located in Irvine, CA, is seeking a highly capable and motivated Tax & Estate Planning Attorney with a minimum of 2 years of experience. The firm offers a collaborative work environment with opportunities for career growth and a variety of perks and benefits to support and enhance the team's experience. The salary range for this position is $180,000 - $235,000 annually, dependent on experience and billing rates.

Responsibilities and Duties:

- Work on advanced estate and income tax planning matters
- Highly customized drafting of foundational and advanced estate planning documents
- Meet with and advise clients on the proper design and structure of revocable living trusts and irrevocable gift trusts
- Research estate planning and other tax issues
- Evaluate and coordinate/update template documents, letters, procedures

Requirements:

- . from an accredited law school; a member in good standing of the California Bar
- Minimum of 2 years of estate planning experience
- Strong drafting skills and attention to detail
- Strong knowledge of estate and gift tax
- An LLM or strong background in tax law is preferred
- Broad knowledge of corporate matters affecting closely held companies is helpful
- Ability to interact comfortably with clients and management; interpersonal skills
- Ability and flexibility to adapt and multi-task in a fast-paced environment; respond to client demands
- Ability to work both independently and as part of a team
- Commitment to professionalism; flexibility as to the types of projects assigned

Physical Requirements:

- Ability to lift and carry 30 pounds
- Frequent standing and walking
- Sitting for up to four hours at a time
- Bending and stooping as needed

Benefits:

- 8 medical plan options with employer funded HSA
- Dental and vision plans
- 401(k) plan with significant employer matching
- Great working environment
- Orange County Register 2023 Top Workplace

Schedule:

This role is hybrid (in-office two days per week) but 100% remote work schedule may be considered for qualified candidates residing outside of Southern California.

Qualified applicants should submit a resume and cover letter, and will be asked to submit 3 professional references. Applicants who are selected for an interview will be asked to provide a writing sample.

H1: Join Our Team as a Tax & Estate Planning Attorney in Irvine, CA

H2: Collaborative Work Environment and Competitive Salary Offered at Brown & Streza Law Firm

Bullet Points:

- Seeking a highly capable and motivated Tax & Estate Planning Attorney with minimum 2 years of experience.
- Opportunity for career growth and a variety of perks and benefits offered at Brown & Streza Law Firm.
- Responsibilities include working on advanced estate and income tax planning matters, drafting customized estate planning documents, and advising clients on proper trust design.
- Requirements include a . from an accredited law school, 2 years of estate planning experience, strong drafting skills, and knowledge of estate and gift tax.
- Physical requirements include ability to lift and carry 30 pounds, frequent standing and walking, and sitting for up to four hours at a time.
- Benefits include 8 medical plan options, dental and vision plans, 401(k) plan with employer matching, and a great working environment.
- Schedule is hybrid (in-office two days per week) but remote work may be considered for qualified candidates outside of Southern California.
- Applicants should submit a resume, cover letter, and 3 professional references.
- H1 and H2 headings are SEO-friendly and bold headlines make important information stand out in the text.

Not specified

Health and wellness benefits, weekly lunches, monthly birthday celebrations, monthly in-office massages, employee recognition program, FUN Committee events, Admin Day celebration, summer party, Harvest Lunch, Christmas Lunch

Not specified

Estate Planning, Tax Planning, Drafting, Research, Interpersonal Skills, Adaptability, Multi-tasking, Professionalism

J.D. from an accredited law school; LLM or strong background in tax law preferred

Submit resume, cover letter, and 3 professional references; selected applicants will be asked for a writing sample

Qualification and Experience J.D. from an accredited law school; member of the California Bar in good standing

Legal