Tax & Estate Planning Attorney - Irvine, United States - Brown & Streza LLP

Mark Lane

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Mark Lane

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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.

We recognize that our team is integral to our ability to provide exceptional work, so we work hard for our team.


Tax and Estate Planning Attorney


We are seeking a highly capable, motivated 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 2 years of estate planning experience
  • Strong drafting skills and attention to detail
  • Strong knowledge of estate and gift tax
  • An LLM or 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 multitask in a fastpaced 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

Benefits:


  • 8 medical plan options with employer funded HSA
  • Dental and vision plans
  • 401(k) plan with significant employer matching
  • Great working environment
  • Orange County Register 2023 Top Workplace

Salary:

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


Schedule:


  • This role is hybrid (inoffice two days per week)
**Qualified applicants should submit a resume and cover letter, and will be asked to submit 3 professional references. Applicants who are selected for an interview will be asked to provide a writing sample.

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