Associate Attorney - Estate Planning & Tax

Job Description

Job Description

Associate Attorney - Estate Planning & Tax

Associate Attorney - Estate Planning & Tax

Position Overview
We are seeking an Associate Attorney with strong experience in estate planning and tax law to join our private client practice. The successful candidate will advise individuals, families, and closely held businesses on comprehensive estate, gift, and fiduciary tax planning strategies; draft and implement trusts, wills, powers of attorney, and advance directives; and support trust administration, probate, and business succession matters. This role requires a detail-oriented attorney capable of delivering practical, tax-efficient solutions for high-net-worth clients while collaborating with colleagues and external advisors.

Key Responsibilities

• Advise clients on estate planning and federal/state tax issues, tailoring strategies for high-net-worth individuals and families.
• Draft and review estate planning documents including revocable and irrevocable trusts, wills, powers of attorney, advance directives, and related instruments.
• Develop and implement business succession plans for closely held businesses, coordinating with tax, corporate, and financial advisors.
• Design and counsel on charitable giving strategies, philanthropic vehicles, and charitable trust structures.
• Prepare and review fiduciary tax returns and gift tax filings; advise clients on gift tax, generation-skipping transfer tax, and basis planning.
• Counsel clients on asset protection strategies, trust funding, and trust modification/decanting when appropriate.
• Manage trust administration and probate matters, including coordinating with trustees, executors, beneficiaries, and outside professionals.
• Research and analyze complex estate and tax law issues; prepare memos, opinions, and client presentations.
• Represent clients in interactions with tax authorities when needed and coordinate with CPAs on tax compliance and planning.
• Supervise and mentor junior attorneys, paralegals, and support staff; contribute to business development and client relationship management.

Qualifications

• Juris Doctor (JD) from an accredited law school and active bar membership in the practicing jurisdiction.
• Minimum 3-5 years of substantive experience in estate planning and tax law; experience with high-net-worth clients preferred.
• Demonstrated expertise drafting revocable and irrevocable trusts, wills, powers of attorney, advance directives, and related estate planning documents.
• Experience with fiduciary tax matters, gift tax filings, trust and estate tax planning, and preparing or reviewing fiduciary tax returns.
• Familiarity with trust administration, probate procedures, and managing client relationships through postdeath administration.
• Knowledge of business succession planning, charitable giving vehicles, and asset protection techniques is strongly preferred.
• Strong legal research, writing, and client counseling skills; ability to communicate complex tax and estate concepts clearly to clients and advisors.
• Comfort working collaboratively with CPAs, financial advisors, and other professionals to implement coordinated planning solutions.
• LL.M. in Taxation or advanced coursework in federal estate and gift tax is a plus.
• High ethical standards, attention to detail, excellent time management skills, and the ability to manage a diverse caseload.

- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 07/15/2026 and applications will be accepted on an ongoing basis until the position is filled or closed. Everforth CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter .  Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at  View email address on ziprecruiter.com to make arrangements.