Private Client Estate & Tax Planning Attorney (UHNW)

FBT Gibbons

Cincinnati (OH)

Hybrid

USD 180,000 - 195,000

Full time

10 days ago
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Benefits offered by this job

Medical (HSA with employer contribute​
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

Job summary

FBT Gibbons LLP in Cincinnati, OH seeks an Estate & Tax Planning Associate with 3–5 years of experience in estate and tax planning, trust administration, and business succession planning. Join a national, full-service firm with a strong HNW client base and a collaborative culture.

The firm emphasizes mentorship, structured training, and advancement paths, with a hybrid work model and a commitment to pro bono and community involvement.

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 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 is required.

Skills

Estate & Tax Planning
Gifting & Trust Tax
HNW/UHNW client experience
Speed & accuracy
Research & writing
Ohio licensure

Job description

FBT Gibbons LLP in Cincinnati, OH seeks an Estate & Tax Planning Associate with 3–5 years of experience in estate and tax planning, trust administration, and business succession planning. Join a national, full-service firm with a strong HNW client base and a collaborative culture.

The firm emphasizes mentorship, structured training, and advancement paths, with a hybrid work model and a commitment to pro bono and community involvement.

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