Estate & Tax Attorney — High‑Net‑Worth Focus & Growth

COA Network Inc; Orange (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with employer participation

Paid time off

Professional development opportunities

Job summary

A growth firm in California is looking for a Trust & Estate Attorney with 3–5 years of experience in estate planning, tax planning, and trust administration. The ideal candidate will advise high-net-worth clients on complex tax strategies and manage trust administration while collaborating with financial professionals. Benefits include medical insurance, a 401(k), and opportunities for professional growth, making this an excellent career advancement role.

Qualifications

• Approximately 3–5 years of experience in estate planning, tax planning, and trust administration.
• Experience handling advanced estate and income tax planning.
• Ability to manage multiple complex matters simultaneously.

Responsibilities

• Advise clients on advanced estate, trust, gift, and income tax planning strategies.
• Draft and structure estate planning instruments.
• Manage trust administration for high-net-worth clients.
• Conduct legal research and draft technical tax memoranda.
• Oversee fiduciary, gift, and trust tax compliance processes.

Skills

Estate planning

Tax planning

Trust administration

Strong drafting skills

Excellent communication skills

Education

Juris Doctor (JD)

Active California Bar admission

Job description

A growth firm in California is looking for a Trust & Estate Attorney with 3–5 years of experience in estate planning, tax planning, and trust administration. The ideal candidate will advise high-net-worth clients on complex tax strategies and manage trust administration while collaborating with financial professionals. Benefits include medical insurance, a 401(k), and opportunities for professional growth, making this an excellent career advancement role.