Estate and Tax Law Specialist

19 hours ago


Irvine, California, United States Jobot Full time
About the Role
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We are seeking a seasoned Estate and Tax Law Specialist to join our dynamic team at Jobot, a nationwide Limited Liability Partnership in the Finance industry.

The ideal candidate will have a strong background in technical tax, tax planning, and estate planning, with a proven track record of delivering exceptional results and driving business growth.

This role involves working closely with clients to provide comprehensive tax advice and guidance, as well as developing and implementing effective tax planning strategies to minimize tax liabilities and ensure compliance with tax laws and regulations.

A key aspect of this position is advising clients on the tax implications of their estate planning decisions and suggesting strategies to mitigate potential tax liabilities.

Candidates must possess excellent communication and collaboration skills, with the ability to work effectively with other team members to deliver exceptional client service and estate planning solutions.

As an Estate and Tax Law Specialist, you will stay up-to-date with developments in tax law and estate planning to ensure accurate and timely advice to clients. Additionally, you will handle tax disputes and negotiations with tax authorities on behalf of clients.

Key Responsibilities

  • Provide comprehensive tax advice and guidance to clients on estate planning matters.
  • 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.

Salary Range

$120,000 - $150,000 per year.



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