Trust & Estate Attorney #ESF2175

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.
• Strong drafting skills across various trust vehicles
• Excellent written and verbal communication
• 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.
• Oversee fiduciary, gift, and trust tax compliance processes
• Handle estate administration including asset identification and transfer coordination
• Collaborate with CPAs, financial advisors, and wealth planning professionals
• Maintain strong client relationships and deliver high-level client service

Skills

Estate planning

Tax planning

Trust administration

Strong drafting skills

Excellent communication skills

Multi-tasking

Education

Juris Doctor (JD)

Active California Bar admission

Job description

What’s in it for you!

• Accelerate your career in a growth firm!
• Direct client exposure and real responsibility!
• Collaborative culture with hands‑on mentorship!
• Diverse industries, complex tax and audit work!
• Strong benefits, PTO, and retirement plans!
• Stable leadership with long‑standing reputation!

If that’s you, let’s talk!

Job Type: Full Time | Location: Orange, California | Pay: Great Pay!

Job Title: Trust & Estate Attorney

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)

Benefits

• Medical, dental, and vision insurance
• 401(k) with employer participation
• Paid time off and paid holidays
• Professional development and advancement opportunities