Estate Planning Tax Attorney
3 days ago
We are seeking a highly skilled Estate Planning Tax Attorney to join our team in the Finance industry. Our ideal candidate is a seasoned professional with a strong background in technical tax, tax planning, and estate planning.
Responsibilities:
- Provide expert advice on estate planning matters, including 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.
- Advise clients on the tax implications of their estate planning decisions and suggest strategies to mitigate potential tax liabilities.
- Collaborate with other team members to ensure a comprehensive approach to client service and estate planning.
- Stay abreast of developments in tax law and estate planning to ensure the provision of accurate and up-to-date advice to clients.
- Handle tax disputes and negotiations with tax authorities on behalf of clients.
- Provide guidance on the creation, administration, and termination of trusts.
Qualifications:
- 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.
- Proven experience in preparing technical tax memorandums and other legal documents.
- Strong analytical and problem-solving skills.
- Excellent communication and negotiation skills.
- Ability to manage multiple tasks and projects simultaneously while maintaining a high standard of work.
- Proficiency in using tax software and other relevant computer applications.
- Membership in good standing with the state bar.
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