UHNW Estate & Tax Planning Associate

FBT Gibbons LLP; Newport Beach (CA); Hybrid; USD 200,000 - 235,000; Full time

Benefits offered by this job

Medical (HSA with employer contrib)

Dental & Vision

Life Insurance

Short/Long-term disability

Parental leaves

Sick and vacation

Well-being/EAP

401(k) plan

Job summary

The Newport Beach, California office of FBT Gibbons LLP is seeking an Estate & Tax Planning Associate. The firm is a national, full‑service law firm with a coast‑to‑coast footprint and a people‑first culture.

The role emphasizes high‑net‑worth client work, mentorship, and exposure to varied matters, with a hybrid in‑office schedule. Compensation includes a six‑figure base and bonus opportunities, plus a generous benefits package and retirement plan.

Qualifications

• 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

Skills

Estate planning

Tax planning

Trust administration

Business succession

Gifts/estate tax tools

Job description

The Newport Beach, California office of FBT Gibbons LLP is seeking an Estate & Tax Planning Associate. The firm is a national, full‑service law firm with a coast‑to‑coast footprint and a people‑first culture.

The role emphasizes high‑net‑worth client work, mentorship, and exposure to varied matters, with a hybrid in‑office schedule. Compensation includes a six‑figure base and bonus opportunities, plus a generous benefits package and retirement plan.