JBA International
Experienced Trust Administration Attorney
JBA International, Irvine, California, United States, 92713
We are a mid-sized law firm in Orange County that focuses on Business Planning,Estate Planning, Complex Income Tax Planning, Charitable Sector and Mergers & Acquisitions.At our firm, 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, our attorneys have the opportunity to receive quarterly bonuses and support from our marketing team.Trust Administration Attorney Position
We are seeking a highly capable, motivated attorney with experience in trust and estate administration.Salary : $150,000 - $225,000 (Hybrid)Responsibilities and Duties Include
Administer trusts; prepare estate administration documentsGather, inventory, identify, and value assetsDistribution, allocation, and funding of sub-trustsDrafting court documents (such as 850 petitions & 17200 petitions)Preparation and review of accounts, estate tax returns, and gift tax returnsConduct legal research as necessaryWorking with paralegals, legal assistants, and other attorneysEngage in direct communications via telephone and e-mail with attorneys, staff, and clientsOversee court matters from the filing of a petition to receiving filed order from the courtRequirements
3+ years of trust and estate administration law experienceCompleted LLM in Taxation preferredCompleted JD/ Juris DoctorateCalifornia Bar Admission/ Member in good standingAbility to write in a clear, logical, and grammatically correct manner, integrating legal analyses into workExcellent organization, computer skills, and math skillsAbility to analyze facts and discovery to apply to statutes and case law on pointAbility to verbally present case facts, legal analyses, and recommendationsAbility to work independently or with a teamBenefits
Quarterly bonusesPPO medical plan with employer-funded HSA401(k) plan with significant employer matchingGreat working environmentOrange County Register 2020 and 2021 Top WorkplaceApplicants will be asked to submit a resume and cover letter. Applicants who are selected for an interview will be asked to provide a writing sample.
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We are seeking a highly capable, motivated attorney with experience in trust and estate administration.Salary : $150,000 - $225,000 (Hybrid)Responsibilities and Duties Include
Administer trusts; prepare estate administration documentsGather, inventory, identify, and value assetsDistribution, allocation, and funding of sub-trustsDrafting court documents (such as 850 petitions & 17200 petitions)Preparation and review of accounts, estate tax returns, and gift tax returnsConduct legal research as necessaryWorking with paralegals, legal assistants, and other attorneysEngage in direct communications via telephone and e-mail with attorneys, staff, and clientsOversee court matters from the filing of a petition to receiving filed order from the courtRequirements
3+ years of trust and estate administration law experienceCompleted LLM in Taxation preferredCompleted JD/ Juris DoctorateCalifornia Bar Admission/ Member in good standingAbility to write in a clear, logical, and grammatically correct manner, integrating legal analyses into workExcellent organization, computer skills, and math skillsAbility to analyze facts and discovery to apply to statutes and case law on pointAbility to verbally present case facts, legal analyses, and recommendationsAbility to work independently or with a teamBenefits
Quarterly bonusesPPO medical plan with employer-funded HSA401(k) plan with significant employer matchingGreat working environmentOrange County Register 2020 and 2021 Top WorkplaceApplicants will be asked to submit a resume and cover letter. Applicants who are selected for an interview will be asked to provide a writing sample.
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