Estate Planning Tax Attorney for High Net Worth Individuals

2 days ago


Orange, California, United States Jobot Full time
Job Summary

We are seeking a highly skilled Estate Planning Tax Attorney to join our team at Jobot. As a remote Estate Planning Tax Attorney, you will work with high net worth individuals, professional athletes, and C-level executives to manage their financial affairs and achieve their business objectives.

About Us

Jobot is a dynamic company that specializes in helping entrepreneurially driven businesses and their owners, along with athletes and high net worth individuals, to manage their financial affairs and achieve their business objectives profitably and efficiently.

We pride ourselves on our commitment to delivering tailored solutions that align with the unique needs and goals of each client, ensuring sustainable growth and success.

Responsibilities
  • Prepare tax returns for high net worth individuals and businesses
  • Provide estate planning services, including wills, trusts, and probate
  • Develop and implement tax strategies to minimize tax liability
  • Work with clients to understand their financial goals and objectives
  • Develop and implement plans to achieve those goals
Requirements
  • 5+ years of tax experience in preparation of tax returns in a CPA firm
  • Active JD preferred and licensed to practice law, preferably in California
  • Bachelor's Degree in Accounting is required
  • Advanced tax degree preferred
  • Juris Doctor required
  • Strong project management and time management skills
Benefits
  • Medical Insurance
  • Dental Insurance
  • Life Insurance
  • 401(k) Plan
  • Paid Time Off (PTO)
  • Paid Holidays
  • New Client Referral Rewards

We are a fully remote company, and this role is open to candidates in California only.



  • Orange, California, United States Jobot Full time

    Remote Estate Planning Tax Attorney OpportunityWe are a dynamic company specializing in helping entrepreneurially driven businesses and their owners, along with athletes and high net worth individuals, to manage their financial affairs and achieve their business objectives profitably and efficiently.About the RoleThis is a fully remote role for candidates in...


  • Orange, California, United States Jobot Full time

    Remote Estate Planning Tax Attorney OpportunityWe are a dynamic company specializing in helping entrepreneurially driven businesses and their owners, along with athletes and high net worth individuals, to manage their financial affairs and achieve their business objectives profitably and efficiently.About the RoleThis is a fully remote role for candidates in...


  • Orange, California, United States Cummins & White, LLP Full time

    Cummins & White, LLP: Estate Planning Attorney OpportunityWe are a dynamic and supportive law firm seeking an experienced Estate Planning Attorney to join our team. Our ideal candidate will possess a strong ability to build and maintain client relationships, understand their unique needs, and provide effective solutions for their estate and tax planning.Key...


  • Orange, California, United States Lindquist LLP Full time

    About the RoleWe are seeking a highly skilled Tax and Estate Senior Associate to join our team at Lindquist LLP. As a key member of our tax department, you will play a critical role in providing exceptional tax planning and consulting services to our high net worth clients.Key ResponsibilitiesPrepare and review complex gift, estate, and fiduciary income tax...


  • Orange, California, United States Cummins & White, LLP Full time

    Our firm, Cummins & White, LLP, is seeking an experienced Estate Planning Attorney to join our team. As a trusted advisor, you will work closely with our clients to understand their unique needs and provide effective solutions for their estate and tax planning.We are looking for a skilled attorney with three to five years of experience in drafting wills,...


  • Orange, California, United States Cummins & White, LLP Full time

    About Cummins & White, LLPWe are a boutique law firm that offers a unique blend of personalized service and sophisticated expertise. Our team is dedicated to providing exceptional legal counsel to our clients, and we take pride in our ability to build strong relationships with them.Job DescriptionWe are seeking an experienced Estate Planning Attorney to join...


  • Orange, California, United States Cummins & White, LLP Full time

    About Our FirmCummins & White, LLP is a boutique law firm that offers a unique blend of personalized service and sophisticated expertise. Our firm is small enough to be personal, yet large enough to handle complex matters.Job SummaryWe are seeking an experienced Estate Planning Attorney to join our team. The ideal candidate will have a strong background in...

  • Tax Senior Associate

    1 month ago


    Orange, California, United States Lindquist LLP Full time

    About the RoleWe are seeking a highly skilled Tax Senior Associate to join our Estate and Trust Tax team. As a key member of our team, you will be responsible for providing exceptional tax planning and consulting services to our high net worth clients.Key ResponsibilitiesPrepare and review complex gift, estate, and fiduciary income tax returns, including...

  • Tax Manager

    1 month ago


    Orange, California, United States Moss Adams LLP Full time

    {"h1": "Tax Manager - Real Estate Expert", "p": "At Moss Adams LLP, we empower talented individuals to excel in their careers. As a Tax Manager - Real Estate Expert, you will play a key role in delivering quality tax solutions to public and privately owned middle-market companies, not-for-profit organizations, and high net worth individuals. Our team is...


  • Orange, California, United States Lindquist LLP Full time

    Join Our Team as a Trust and Estate Tax Senior AssociateWe are seeking a highly skilled and experienced Trust and Estate Tax Senior Associate to join our team at Lindquist LLP. As a key member of our Tax Services Group, you will play a critical role in providing exceptional tax planning and consulting services to our high net worth clients.About the RoleAs a...


  • Orange, California, United States Greenberg Traurig Full time

    Join Our Tax Exempt Organizations and Philanthropy PracticeGreenberg Traurig is seeking a highly skilled and experienced attorney to join its Tax Exempt Organizations and Philanthropy practice. As a member of our team, you will have the opportunity to work with a diverse range of clients, including private foundations, charitable organizations, and...

  • Tax Director

    3 weeks ago


    Orange, California, United States Moss Adams LLP Full time

    Tax Managing Director Job DescriptionMoss Adams LLP is seeking a highly skilled Tax Managing Director to join our team. As a key member of our Tax Services group, you will be responsible for leading complex tax engagements and developing business development strategies to drive growth and revenue.Responsibilities:Lead tax engagements for public and privately...


  • Orange, California, United States Cummins & White, LLP Full time

    About Cummins & White, LLPCummins & White, LLP is a boutique law firm that offers a unique blend of personalized service and sophisticated expertise. Our firm is dedicated to providing exceptional legal counsel to individuals and businesses in the areas of estate planning, transactional law, and employment law.Job SummaryWe are seeking an experienced Estate...


  • Orange, California, United States Sternshein Legal Group, LLP Full time

    Job Title: Associate Attorney - Commercial Real EstateSternshein Legal Group, LLP is a respected law firm with a 42-year history of excellence in healthcare transactions. We are seeking an experienced Associate Attorney to join our team.The ideal candidate will have a strong background in commercial real estate and transactions, with a proven track record of...


  • Orange, California, United States Sternshein Legal Group, LLP Full time

    About Sternshein Legal Group, LLPSternshein Legal Group, LLP is a respected 42-year-old boutique law firm located in Orange County, CA, that specializes in healthcare transactions.Job SummaryWe are seeking an Associate Attorney who will report to a Partner who specializes in representing closely held businesses and providing transactional, finance, real...

  • Litigation Attorney

    3 weeks ago


    Orange, California, United States Trustpoint Full time

    Job Title: Litigation Attorney - Real Estate LawTrustpoint.One is pleased to partner with a top-rated law firm that specializes in real estate and business law in its search for an Attorney experienced in litigation to join its collegial team.This is a direct hire, hybrid role out of the Firm's Orange, California offices. The firm promotes a super friendly,...

  • Tax Supervisor

    2 weeks ago


    Orange, California, United States CyberCoders Full time

    Job Title: Tax SupervisorWe are seeking a highly skilled Tax Supervisor to join our team at CyberCoders. As a Tax Supervisor, you will be responsible for overseeing the tax return preparation for numerous clients, delegating projects to our tax preparation staff, and reviewing each filing to ensure accuracy and compliance with all relevant IRS and state tax...

  • Litigation Attorney

    3 weeks ago


    Orange, California, United States Trustpoint Full time

    Trustpoint.One Partners with Top-Rated Law FirmWe are pleased to partner with a top-rated law firm specializing in real estate and business law in its search for an experienced Litigation Attorney to join its collegial team.About the RoleThis is a direct hire, hybrid role out of the Firm's Orange, California offices. The firm promotes a super friendly,...

  • Associate Attorney

    3 weeks ago


    Orange, California, United States Bendit Weinstock, PA Full time

    Business and Estate Litigation OpportunityBendit Weinstock, P.A. is a reputable litigation firm in New Jersey seeking an experienced Associate Attorney to join its Business and Estate Litigation Group.We offer a dynamic work environment, excellent benefits, and business origination credit. The ideal candidate will have 1 to 5 years of legal experience and be...


  • Orange, California, United States Cummins & White, LLP Full time

    About Cummins & White, LLPCummins & White, LLP is a boutique law firm that offers a unique blend of personalized service and sophisticated expertise. Our firm is dedicated to providing exceptional legal counsel to individuals and businesses in the areas of estate planning, transactional law, and employment law.Job SummaryWe are seeking an experienced Estate...