Associate Attorney, Tax & Estate Planning
About The Position
At Brown & Streza, we offer a collaborative work environment with many opportunities for career growth along with a variety of perks and benefits to support and enhance our team’s experience. In addition to health and wellness benefits, we offer weekly lunches, monthly birthday celebrations, monthly in-office massages, and an employee recognition program. Our FUN Committee organizes small events every month, in addition to several larger events throughout the year including an Admin Day celebration, summer party, Harvest Lunch and Christmas Lunch. In addition to health and wellness benefits, our attorneys have the opportunity to receive quarterly bonuses and support from our marketing team. Tax & Estate Planning Attorney We are seeking a highly capable, motivated associate attorney to work on foundational estate planning and advanced estate and tax planning matters.
Requirements
- J.D. from an accredited law school; a member in good standing of the California Bar
- Minimum of 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
Nice To Haves
- 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
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
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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Ph.D. or professional degree
