Estate & Tax Planning Associate Attorney jobs in United States
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Frost Brown Todd · 2 hours ago

Estate & Tax Planning Associate Attorney

FBT Gibbons LLP is a national, full-service law firm seeking an Estate & Tax Planning Associate in their Newport Beach, California office. The role involves providing comprehensive legal solutions in estate and tax planning, trust administration, and business succession planning for high-net-worth clients.

Consulting
Hiring Manager
Sydney Cook
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Qualification

EstateTax planningTrust administrationBusiness succession planningGiftEstate tax mattersHigh-net-worth client experienceResearch skillsWriting skillsCollaborative mindset

Required

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 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

Benefits

Medical (HSA with employer contribution or PPO options)
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

Company

Frost Brown Todd

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Frost Brown Todd is a law firm.

Funding

Current Stage
Late Stage

Leadership Team

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Adam Hall
CEO
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Robert Bolton
Chief Financial Officer
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