Estate Planning Tax Attorney
3 weeks ago
Job Title: Estate Planning Tax Attorney
Company OverviewWe are a nationwide Limited Liability Partnership (LLP) seeking an experienced and highly skilled Permanent Estate Planning Tax Attorney to join our dynamic team in the Finance industry. Our ideal candidate is a seasoned professional with a strong background in technical tax, tax planning, and estate planning.
Estimated Salary Range:$150,000 - $300,000 per year
Job DescriptionThis role requires an individual who is proactive, detail-oriented, and capable of managing multiple tasks while maintaining a high standard of work. As a Permanent Estate Planning Tax Attorney, you will be responsible for providing comprehensive tax advice and guidance on estate planning matters to our clients.
- Provide expert advice on a variety of 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.
To be successful in this role, you will need:
- 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.
We offer a competitive salary and benefits package, including:
- Great Pay/Benefits
- Growing firm
- Great Culture
- Hybrid flexibility
If you are a proactive professional with a passion for providing expert tax advice and estate planning services, we would love to hear from you. This is a fantastic opportunity to grow your career in a supportive and innovative environment.
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