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Attorney, Trust Administration
Attorney, Trust AdministrationBrown & Streza LLP • Irvine, CA, US
Attorney, Trust Administration

Attorney, Trust Administration

Brown & Streza LLP • Irvine, CA, US
Hace 22 días
Tipo de contrato
  • A tiempo completo
Descripción del trabajo

Job Description

Job Description

Why Join Brown & Streza?


Brown & Streza offers a collaborative work environment with meaningful opportunities for career growth. In addition to comprehensive health and wellness benefits, we provide weekly lunches, monthly birthday celebrations, in‑office massages, and an employee recognition program.


Our FUN Committee organizes monthly activities and annual firm‑wide events, including an Admin Day celebration, summer party, Harvest Luncheon, and Christmas Luncheon.


Attorneys are also eligible for quarterly bonuses and benefit from dedicated marketing support to help grow their practice.


About the Role


Brown & Streza is seeking a highly capable and motivated Associate Attorney with experience in trust and estate administration to join our team.


Responsibilities


  • Counsel trustees through all phases of the trust administration process
  • Prepare trust administration documents, including asset distribution and sub‑trust funding
  • Gather, inventory, identify, and value trust and estate assets
  • Prepare and/or review trust accountings, estate tax returns, and gift tax returns
  • Draft, file, and manage court documents, including probate petitions, 850 petitions, and 17200 petitions
  • Oversee court matters from petition filing through receipt of signed court orders
  • Conduct legal research and analysis to support trust and estate matters
  • Collaborate with paralegals, legal assistants, and attorneys to ensure efficient case management
  • Communicate directly with clients and professional advisors
  • Reasonable billable hour requirement: 1,600 hours annually


Qualifications


  • J.D. from an ABA accredited law school and admission in good standing with the State Bar of California
  • Minimum of three years of experience in trust and estate administration
  • LL.M. in Taxation strongly preferred


Required Skills


  • Strong legal writing skills with the ability to clearly and logically integrate legal analysis
  • Excellent organizational, computer, and quantitative skills
  • Ability to analyze facts and discovery and apply relevant statutes and case law
  • Strong verbal communication skills, including the ability to present case facts, legal analysis, and recommendations
  • Ability to work independently and collaboratively as part of a team


Compensation Package


  • $180,000 - $235,000 (dependent on experience, qualifications and billing rates)
  • This role is bonus eligible


Benefits


  • 5 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 2025 Top Workplace
  • Mentorship


Schedule


This role is hybrid (2 days on-site); may require more on-site work during the 90-day introductory period.


Equal Opportunity Statement


Brown & Streza, LLP is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy-related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances.

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Attorney, Trust Administration • Irvine, CA, US

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