Tax & Estate Planning Attorney

Job Description

Job Description

Location : Santa Ana, CA (In-person; also hiring in San Jose)

Compensation : $120,000–$200,000 per year

Supplemental Pay : Bonus pay

Benefits :

• 401(k) & retirement plan
• Health, dental, and vision insurance
• Health savings & flexible spending accounts
• Paid time off & parental leave
• Flexible schedule
• Employee discounts
• Employee assistance program
• Professional development assistance
• Referral program

Position Summary :

Copenbarger & Copenbarger LLP, a full-service estate planning and elder law firm, is seeking a Trust and Estate Administration Associate Attorney with 5–7 years of experience for our Santa Ana office. This role is ideal for a mid-level attorney who thrives in a client-facing, detail-oriented practice and wants to join a highly respected firm with deep expertise in tax, estate, and elder law. We offer competitive compensation, strong benefits, and a supportive, collaborative culture.

Key Responsibilities :

Qualifications :

Why Join Us?

You’ll be part of a mission-driven, client-focused law firm that values growth, compassion, and work-life balance. Whether you prefer autonomy or collaboration, our hybrid-friendly structure offers flexibility. We pride ourselves on creating lasting client relationships and providing legal excellence across estate planning, taxation, litigation, and business law.

Alternate Titles :

We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Keywords :

Trust administration, probate attorney, estate attorney, conservatorships, fiduciary accounts, wills, trusts, petitions, California Bar, elder law, estate planning, guardianships, contested matters, sub-trust funding, estate tax returns, gift tax returns, fiduciary income tax returns, legal drafting, litigation support, billable hours, client communication, trust & estates associate, Santa Ana attorney jobs, San Jose attorney jobs