Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Estate & Tax Planning Associate

$200k - $235k

FBT Gibbons LLP

Newport Beach, California office of FBT Gibbons LLP is seeking an Estate & Tax Planning Associate. FBT Gibbons LLP is a national, full-service law firm formed through the combination of Frost Brown Todd and Gibbons, bringing together more than 800 attorneys across 25 offices. Our attorneys offer comprehensive legal solutions to clients ranging from Fortune 500 companies and global multinationals to startups and nonprofits. FBT Gibbons distinguishes itself as a dynamic, forward-moving firm with a coast-to-coast footprint and a reputation for excellence across multiple practice areas and industries. Our reputation is further reinforced by its numerous Chambers and Best Lawyers ranked practices and attorneys. We are a people-first firm recognized for our award-winning inclusive culture and a strong commitment to community and pro bono work. FBT Gibbons supports our attorneys with structured training and mentorship, clear paths to advancement, and a platform that provides exposure to varied and sophisticated matters. 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 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 Compensation The salary range for this role is $200,000 to $235,000, reflecting a variety of factors including experience, training, licensure, certifications, and organizational needs. Actual compensation will be determined based on skills, relevant experience, and other job-related factors, consistent with applicable employment laws. Associates are also eligible for: Quarterly objective bonus Annual objective bonus Annual subjective bonus Benefits FBT Gibbons offers a competitive and comprehensive benefits package, including: 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 Why FBT Gibbons? AtFBT Gibbons, we believe great lawyering starts with a great workplace. Our attorneysbenefitfrom a hybrid work environment (three days in-office), a “dress for your day” policy, and robust support for both professional and personal development.Associateshavea clear, competency-based,path topartnership,andformalized mentorshipand activeAffinity& AllyNetworksfosterconnection,growth,and belonging. Attorneysare encouraged to engage in pro bono work, community partnerships, and professional organizations, with opportunities for leadership and recognition.Our commitment to diversityis a fundamental driver of business success,andour diversityeffortsare embedded inthe firm’s core values andstrategic priorities.Our approachto diversitystrengthensourcollaboration,the way weserve clients,our ability toattract top talent, andhowweinnovate as a firm.FBT Gibbonsremainssteadfast in ourdedicationto an environment where every individual can thrive, develop, and reach their full potentialwithin our firm andwhilechampioning diverse perspectives within thebroader community. Learn more about our culture and commitment to inclusion atfbtgibbons.com/about/diversity-inclusion. FBT Gibbons LLPis anequal opportunity employer. #J-18808-Ljbffr FBT Gibbons LLP

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Estate & Tax Planning Associate in Newport Beach, CA vacancy
  • $100k - $140k

    A leading recruitment agency in California is seeking a Senior Tax Accountant with strong experience in real estate partnerships. The ideal candidate will have 6-10 years of tax accounting experience and expertise in CCH Axcess Tax or CCH ProSystems. Key responsibilities... 
    Suggested

    The Agency Recruiting

    Newport Beach, CA
    1 day ago
  • $115k - $145k

    Soto Law Group APC in Newport Beach is seeking an experienced Associate Attorney specializing in probate, estate planning, and trusts. This role involves representing clients in complex estate matters and working closely with senior attorneys. The ideal candidate should... 
    Suggested

    Soto Law Group APC

    Newport Beach, CA
    18 hours ago
  •  ...ten years running and added a Tax Services department, Risk...  .... OPPORTUNITY The Senior Tax Associate will join a growing Tax Services...  ...work and support proactive tax planning for high-net-worth...  ...Partnerships, and Trusts and estates Experience serving high-net-worth... 
    Suggested
    Full time
    Work at office

    The Bahnsen Group

    Newport Beach, CA
    1 day ago
  • The Bahnsen Group is looking for a Senior Tax Associate to join its Tax Services Department in Newport Beach, California. This full-time role focuses on preparing and reviewing tax returns, supporting client relationships, and conducting technical research. Candidates should... 
    Suggested
    Full time
    Work at office

    The Bahnsen Group

    Newport Beach, CA
    1 day ago
  • Crowe is seeking a Tax Associate in Costa Mesa, California, to provide tax compliance and consulting services across diverse industries. The ideal candidate will prepare various tax returns, assist with state and local compliance, and support consulting engagements. A Bachelor... 
    Suggested
    Work at office
    Local area
    Flexible hours

    Crowe

    Costa Mesa, CA
    4 days ago
  • $80.75k - $95k

     ...their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team...  .... As a member of the Tax Team, the Tax Associate is primarily responsible for the preparation of... 
    Temporary work
    Work at office
    Local area
    Home office
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Newport Beach, CA
    7 days ago
  •  ...Senior Family Wealth Strategist who will provide expert wealth planning solutions for ultra-high-net-worth (UHNW) clients. The ideal...  ...will have a J.D. and a minimum of 10 years' experience in tax and estate planning, particularly with clients worth $30M or more. Responsibilities... 
    Remote job

    Beacon Pointe

    Newport Beach, CA
    4 days ago
  • BKM Management Company is seeking an Associate in Property Accounting for its Newport Beach office. The successful candidate will manage financial reporting for a portfolio of properties, collaborate across departments, and ensure timely completion of accounting tasks.... 
    Work at office

    BKM Management Company

    Newport Beach, CA
    1 day ago
  • BKM Management Company in Newport Beach is seeking an Associate in Property Accounting. This vital role involves managing financial reporting for properties, working closely with various departments for accurate cash management and ledger accountability. Candidates should... 
    Work at office

    BKM Management Company

    Newport Beach, CA
    4 days ago
  • A leading consulting firm is looking for a Senior in Indirect Tax to manage tax strategies and compliance for various clients. This position offers opportunities for professional growth, teamwork, and engagement with diverse tax challenges. The ideal candidate should have... 
    Flexible hours

    Ernst & Young Oman

    Irvine, CA
    3 days ago
  • $35 - $40 per hour

    A leading accounting firm in Irvine is looking for a Staff Accountant who will be responsible for managing financial transactions, preparing journal entries, and generating monthly financial reports. The ideal candidate should hold a Bachelor's degree in Accounting with...
    Full time

    Ledgent

    Irvine, CA
    3 days ago
  • A leading financial services firm in Irvine is seeking a Wealth Management Paraplanner to provide vital support to advisors. This role requires strong interpersonal skills and extensive experience in life insurance and financial strategies. The ideal candidate will work...

    Chamberlain Group Financial Services

    Irvine, CA
    3 days ago
  • $87k - $93k

    Finance Associate page is loaded## Finance Associatelocations: Newport Beach, CA USAtime type: Full timeposted on: Posted Todayjob requisition...  ...Associate plays a critical role in supporting compensation planning, headcount reporting, workforce analytics, and broader FP&A... 
    Work at office
    Flexible hours

    PIMCO Europe Ltd.

    Newport Beach, CA
    3 days ago
  • Ledgent is looking for a Project Accountant in Irvine, CA. The role involves managing a portfolio of properties using cash and accrual accounting. Responsibilities include preparing monthly rent statements, processing accounts payable/receivable, and producing financial...
    Contract work

    Ledgent

    Irvine, CA
    4 days ago
  • $136k - $165k

     ...entertainers, and others with complex tax and financial structures. The...  ...practice offers expertise in estate, income, gift, and trust tax...  ..., and life insurance planning. Job Summary A Tax‑Experienced...  ...Responsibilities Supervises associates and senior associates on all... 
    Work at office

    BDO USA

    Costa Mesa, CA
    1 day ago
  • $21.11 - $28.12 per hour

     ...organization, team and personal performance. Remarkable benefits: ~ Health coverage for medical, dental, vision ~401(K) saving plans with company match AND Pension ~ Tuition assistance ~ Floating holidays and PTO for community volunteer programs ~ Paid... 
    Full time
    Work at office
    Local area

    AAA

    Costa Mesa, CA
    2 days ago
  • $89k - $113k

    The Colorado Railroad Museum is looking for a Tax Senior Associate in Irvine, CA. In this role, you will manage complex tax returns and provide...  ...salary of $89,000-$113,000 and comprehensive medical and retirement plans. #J-18808-Ljbffr Colorado Railroad Museum

    Colorado Railroad Museum

    Irvine, CA
    4 days ago
  • $70k - $100k

    Boutique wealth planning & advisory firm seeking a junior CPA to join their tax team! Location: Irvine, California (hybrid position) Salary: $70,000 - $100,000 per year Benefits No billable hours grind - avoid the crushing hours of traditional public accounting Direct... 

    Jobot

    Irvine, CA
    3 days ago
  • $80k - $135k

    A leading advisory firm is seeking a Federal Tax Senior Associate in Irvine, California. The role involves providing tax advisory and compliance services, focusing on middle market clients. Candidates should have a Bachelor's degree in accounting or law, with a preference... 
    Flexible hours

    Baker Tilly International

    Irvine, CA
    3 days ago
  • $90k - $120k

     ...Full-Time | Hybrid flexibility The Position: Senior Accountant / Tax Senior - Irvine office What You’ll Do Prepare and review...  ..., partnerships, corporations, and related entities Support tax planning, research, and compliance projects across a variety of client accounts... 
    Full time
    Work at office
    Local area

    Bancroft Staffing Partners (BSP)

    Irvine, CA
    3 days ago
  • $77k - $214k

     ...Requirements: Up to 20% At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals...  ...automation and increased efficiencies. As a Senior Associate you are to analyze complex problems, mentor... 
    Full time
    H1b

    PwC

    Irvine, CA
    18 hours ago
  • Job description Build the Future of Tax Credits—Without the Timesheets Are you passionate about tax credits, energized by complex incentives, and ready to leave timesheets behind for good? About the Role Internally we called this role Tax Credit Specialist. You'll be... 
    Local area
    Remote work

    Experian Group

    Costa Mesa, CA
    4 days ago
  • $100k - $140k

    Senior Tax Accountant - Strong Real Estate Partnership Experience 6-10 years of experience | Compensation: Base pay of $100-140k, plus overtime pay. The successful candidates for our tax associate and tax senior open positions will live in Orange County, commute to our... 
    Live in
    Work at office

    The Agency Recruiting

    Newport Beach, CA
    1 day ago
  • $80.8k - $121.5k

     ...your ideas.**Job Responsibilities*** Preparation and review of tax returns for Individuals, Partnerships, S and C-corporations* Familiarity...  ...tax issues that arise in client engagements* Identify key planning opportunities throughout the year and develop a framework for... 
    Contract work
    Local area
    Flexible hours

    Armanino LLP

    Irvine, CA
    4 days ago
  • MACIAS, GINI & O'CONNELL, LLP. located in Irvine is seeking a Tax Senior Associate for a hybrid role. The ideal candidate will support a diverse client base, including high-net-worth individuals, while developing advanced technical skills in public accounting. This role... 
    Flexible hours

    MACIAS, GINI & O'CONNELL, LLP.

    Irvine, CA
    3 days ago
  • $89k - $113k

     ...Office/Hybrid A Day in the Life As a Tax Senior Associate in our high net worth tax practice, you...  ...individual, their trusts, and their estate from various angles to ensure the maximum...  ...process are performed including tax planning, client interaction and performing special... 
    Work at office
    Local area
    Visa sponsorship

    Colorado Railroad Museum

    Irvine, CA
    1 day ago
  • $70k - $100k

    A boutique wealth planning and advisory firm is seeking a junior CPA to join their tax team in Irvine, California. The position is hybrid and offers a salary range of $70,000 to $100,000 per year. Responsibilities include preparing federal and state tax returns, assisting... 

    Jobot

    Irvine, CA
    18 hours ago
  • $95k - $130.11k

    OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage...  ...clients?If yes, consider joining Baker Tilly (BT) as a Senior Associate in our Tax Advocacy & Controversy Practice! This is a great... 
    Local area
    Worldwide

    Baker Tilly Advisory Group, LP

    Irvine, CA
    4 days ago
  • $90k - $120k

    Bancroft Staffing Partners (BSP) is seeking a Senior Accountant / Tax Senior for its Irvine office. In this full-time role, you will prepare and review tax returns for various clients, support tax planning and compliance, and mentor junior staff. The position offers a... 
    Full time
    Work at office

    Bancroft Staffing Partners (BSP)

    Irvine, CA
    3 days ago
  • $80k - $122k

    Title: Senior Tax Associate, Real Estate Location: Irvine, CA (or Orange County, CA) - hybrid (50% in-office) Salary: $80K-$122K base (DOE) Overview...  ...and client advisory, with opportunities to contribute to planning strategies and team development. Key Responsibilities... 
    Work at office
    Flexible hours

    ATR

    Irvine, CA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Estate & Tax Planning Associate. Be the first to apply!