Estate & Tax Planning Associate for HNW Clients

FBT Gibbons LLP; Newport Beach (CA); Híbrido; USD 200.000 - 235.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

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

Descripción de la vacante

FBT Gibbons LLP in Newport Beach, CA seeks an Estate & Tax Planning Associate with 5–7 years of experience to manage complex estate, tax, and trust matters for high-net-worth clients. A strong writing and research background supports a collaborative, client‑focused practice at a leading national firm.

The firm offers a hybrid work environment (three days in-office) and robust mentorship, advancement paths, and pro bono opportunities as part of a people‑first culture.

Formación

• 5–7 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; experience in a Family Office setting is desirable.
• Speed, accuracy, and commitment to meeting clients’ objectives
• Superior academic credentials, excellent research and writing skills, and a collaborative team mindset

Conocimientos

Estate & tax planning

Trust administration

Business succession planning

Gift and estate tax

HNW/UHNW client management

Research & writing

Team collaboration

Descripción del empleo

FBT Gibbons LLP in Newport Beach, CA seeks an Estate & Tax Planning Associate with 5–7 years of experience to manage complex estate, tax, and trust matters for high-net-worth clients. A strong writing and research background supports a collaborative, client‑focused practice at a leading national firm.

The firm offers a hybrid work environment (three days in-office) and robust mentorship, advancement paths, and pro bono opportunities as part of a people‑first culture.