Attorney, Tax & Estate Planning jobs in United States
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Brown | Streza ยท 1 day ago

Attorney, Tax & Estate Planning

Brown & Streza is a law firm that fosters a collaborative work environment with numerous perks and opportunities for career growth. They are seeking a highly capable associate attorney to handle foundational and advanced estate and tax planning matters, including drafting documents and advising clients on trust structures.

Real Estate

Responsibilities

Work on advanced estate and income tax planning matters
Highly customized drafting of foundational and advanced estate planning documents
Meet with and advise clients on the proper design and structure of revocable living trusts and irrevocable gift trusts
Research estate planning and other tax issues
Evaluate and coordinate/update template documents, letters, procedures

Qualification

Estate planning experienceDrafting skillsEstate taxLL.M. in taxationCorporate matters knowledgeProfessionalismInterpersonal skillsAdaptabilityTeamwork

Required

J.D. from an accredited law school; a member in good standing of the California Bar
Minimum 3 years of estate planning experience
Strong drafting skills and attention to detail
Strong knowledge of estate and gift tax
Ability to interact comfortably with clients and management; interpersonal skills
Ability and flexibility to adapt and multi-task in a fast-paced environment; respond to client demands
Ability to work both independently and as part of a team
Commitment to professionalism; flexibility as to the types of projects assigned
Ability to lift and carry 30 pounds
Frequent standing and walking
Sitting for up to four hours at a time
Bending and stooping as needed

Preferred

An LL.M. degree in taxation or estate planning or a strong background in tax law is preferred
Broad knowledge of corporate matters affecting closely held companies is helpful

Benefits

6 medical plans (3 options offer an employer funded HSA)
Dental and vision plans
401(k) plan with significant employer matching
Great working environment
OC Business Journal 2025 Best Place to Work
Orange County Register 2024 Top Workplace

Company

Brown | Streza

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Brown | Streza is a law firm providing exceptional, integrated legal services in the areas of tax, estate, business, charitable planning, mergers and acquisitions, business succession planning, estate administration, real estate and emerging growth.

Funding

Current Stage
Growth Stage

Leadership Team

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Brett Gallow
Partner
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Corrie Sauer
Chief Administrative Officer
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