Comprehensive Tax and Estate Planning Advisor

2 days ago


Irvine, California, United States Jobot Full time

Finance Industry Career Opportunity

We are a nationwide Limited Liability Partnership seeking an experienced Estate Planning Tax Attorney to join our dynamic team.

About the Position

This is a challenging role that requires a seasoned professional to provide comprehensive tax advice and guidance on estate planning matters to clients nationwide.

Key Responsibilities:

  • Provide expert advice on wills, trusts, conservatorships, and probate.
  • Prepare and review complex technical tax memorandums and other legal documents related to estate planning.
  • Develop and implement effective tax planning strategies to minimize tax liabilities and ensure compliance with tax laws and regulations.
  • Collaborate with other team members to ensure a comprehensive approach to client service and estate planning.

Requirements:

  • Bachelor's Degree in Accounting or a related field.
  • Juris Doctor degree from an accredited law school.
  • A minimum of 5 years of experience as an Estate Planning Tax Attorney or in a similar role.
  • Extensive knowledge of tax laws and regulations, estate planning, trusts, and conservatorships.

Estimated Salary: $160,000 - $220,000 per year



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