Estate & Tax Planning Associate

FBT Gibbons LLP; Cincinnati (OH); Hybrid; USD 180,000 - 195,000; Full time

Benefits offered by this job

Medical (HSA with employer contrib or

Dental and vision coverage

Life insurance

Short- and long-term disability

Parental leaves

Sick and vacation time

Well-being/EAP support

Generous 401(k) retirement plan

Job summary

FBT Gibbons LLP in Cincinnati, OH seeks an Estate & Tax Planning Associate with 3–5 years of experience in estate planning, trust administration, and business succession planning. Direct client work with high-net-worth individuals in a Family Office setting is preferred.

Candidates should demonstrate speed, accuracy, superior academics, and strong research and writing skills, plus Ohio licensure. The firm offers a hybrid work model, mentorship, and professional development.

Qualifications

• 3–5 years of experience in estate and tax planning, trust administration, and business succession planning
• Strong background in gift and estate tax matters, including preparation of SLATs, IDGTs, ILITs, CRTs, GRATS, and other irrevocable trust planning tools
• Direct client experience with high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals in a Family Office setting
• Speed, accuracy, and commitment to meeting clients’ objectives
• Superior academic credentials, excellent research and writing skills, and a collaborative team mindset
• Ohio licensure

Skills

Estate planning

Tax planning

Trust administration

Client relationship management

Research and writing

Job description

TheCincinnati, Ohiooffice of FBT Gibbons LLPis seeking an Estate & Tax Planning Associate.

FBT Gibbons LLP is a national, full-service law firm formed through the combination of Frost Brown Todd and Gibbons, bringing together more than 800 attorneys across 26 offices. Our attorneys offer comprehensive legal solutions to clients ranging from Fortune 500 companies and global multinationals to startups and nonprofits. FBT Gibbons distinguishes itself as a dynamic, forward-moving firm with a coast-to-coast footprint and a reputation for excellence across multiple practice areas and industries. Our reputation is further reinforced by its numerous Chambers and Best Lawyers ranked practices and attorneys. We are a peoplefirst firm recognized for our award-winning inclusive culture and a strong commitment to community and pro bono work. FBT Gibbons supports our attorneys with structured training and mentorship, clear paths to advancement, and a platform that provides exposure to varied and sophisticated matters.

Qualifications

• 3–5 years of experience in estate and tax planning, trust administration, and business succession planning
• Strong background in gift and estate tax matters, including preparation of SLATs, IDGTs, ILITs, CRTs, GRATS, and other irrevocable trust planning tools
• Direct client experience with high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals in a Family Office setting
• Speed, accuracy, and commitment to meeting clients’ objectives
• Superior academic credentials, excellent research and writing skills, and a collaborative team mindset
• Ohio licensure

Compensation

The salary range for this role is$180,000 to $195,000, reflecting a variety of factors including experience, training, licensure, certifications, and organizational needs. Actual compensation will be determined based on skills, relevant experience, and other job-related factors, consistent with applicable employment laws.

Associates are also eligible for:

Quarterly and annual objective bonuses, with maximum objective bonus opportunities ranging from approximately$14,000 to $22,000per year, depending on associate level

Annual subjective bonus

Benefits

FBT Gibbons offers a competitive and comprehensive benefits package, including:

• Medical (HSA with employer contribution or PPO options)
• Dental and vision coverage
• Life insurance
• Short- and long-term disability
• Various parental leaves
• Sick and vacation time
• Well-being/EAP support
• Generous 401(k) retirement plan

Why FBT Gibbons?

AtFBT Gibbons, we believe great lawyering starts with a great workplace. Our attorneysbenefitfrom a hybrid work environment (three days in-office), a “dress for your day” policy, and robust support for both professional and personal development.Associateshavea clear, competency-based,path topartnership,andformalized mentorshipand activeAffinity& AllyNetworksfosterconnection,growth,and belonging. Attorneysare encouraged to engage in pro bono work, community partnerships, and professional organizations, with opportunities for leadership and recognition.Our commitment to diversityis a fundamental driver of business success,andour diversityeffortsare embedded inthe firm’s core values andstrategic priorities.Our approachto diversitystrengthensourcollaboration,the way weserve clients,our ability toattract top talent, andhowweinnovate as a firm.FBT Gibbonsremainssteadfast in ourdedicationto an environment where every individual can thrive, develop, and reach their full potentialwithin our firm andwhilechampioning diverse perspectives within thebroader community.

Learn more about our culture and commitment to inclusion at fbtgibbons.com/about/diversity-inclusion.

FBT Gibbons LLP is an equal opportunity employer.