Estate Planning Associate or Counsel
$250k/y-$325k/y
2 days ago
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OnsiteFull-timeSenior
Summary
Newport Williams is seeking an Estate Planning Associate or Counsel to join their team in California. The role involves designing and implementing comprehensive estate plans for high-net-worth individuals.
About the Role
As an Estate Planning Associate or Counsel, you will be responsible for drafting and reviewing estate planning documents, advising on complex estate tax planning matters, supporting probate and trust administration, and preparing Form 706 estate tax returns. You may also engage in optional international estate planning. This position offers mentorship from nationally recognized partners and strong support for business development and career growth.
About You
Required:
- 5+ years of experience in estate planning.
- JD with top-tier academic credentials.
- Licensed to practice in California.
Preferred:
- Tax LL.M, CPA, or relevant tax background.
- Bilingual candidates highly valued.
- AZ license is a bonus.
Benefits
- Competitive base salary ($250K–$325K).
- Comprehensive bonus structure with realistic potential to earn more.
- Extensive client interaction and leadership potential.
Newport Williams
Tenacious search specialists who are obsessed with finding the perfect candidates for our clients.
San Diego Metropolitan Area