Associate Attorney, Tax & Estate Planning

Job Description

Job Description

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.

Responsibilities and duties include:

• 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

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
• 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
• 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

Physical Requirements:

• Ability to lift and carry 30 pounds
• Frequent standing and walking
• Sitting for up to four hours at a time
• Bending and stooping as needed

Salary:

$180,000 - $235,000 (dependent on experience, qualifications and billing rates)

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 ****

Schedule:

• This role is hybrid (2 days on-site)

Qualified applicants should submit a resume and cover letter and will be asked to submit three professional references.