Job title: Trust & Estate Attorney

Location: Orange, CA

Salary:$170,000 - $190,000/year

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)