Estate & Tax Planning Associate

Job Description:
We are seeking an Estate and Tax Planning Associate in our Newport Beach office. The ideal candidate will have 5-7 years of experience in estate and tax planning, trust administration, and business succession planning. They should possess strong background knowledge of gift and estate tax matters, including preparation of SLATs, IDGTs, ILITs, CRTs, GRATS, and other irrevocable trust planning tools. The associate will work closely with high-net-worth individuals in a Family Office setting, providing speed, accuracy, and commitment to meeting clients' objectives. Our firm offers a competitive salary range of $200,000 to $235,000, quarterly and annual objective bonuses, comprehensive benefits package, and opportunities for professional development.

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