Estate & Tax Planning Associate

Job Summary The Newport Beach, California office of FBT Gibbons LLP is seeking an Estate & Tax Planning Associate. 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. Benefits Quarterly and annual objective bonuses, with maximum objective bonus opportunities ranging from approximately $14,000 to $22,000 per year, depending on associate level Annual subjective bonus 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 FBT Gibbons LLP is an equal opportunity employer. #J-18808-Ljbffr