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Tax Planning Specialist

2 months ago


Santa Barbara, California, United States Mullen & Henzell Llp Full time
About the Role

Mullen & Henzell L.L.P. is seeking a skilled and highly motivated Estate Planning Attorney with a tax background to join our Estate Planning group.

This is an exceptional opportunity to practice estate and tax planning at a high level while enjoying a dynamic work environment.

Our team of estate and tax planning attorneys are experienced in complex and sophisticated trust and tax matters.

Responsibilities:
  • Advise clients on estate planning with a focus on tax strategies, including GRATs, QPRTs, IDGTs, CRUTs, CLATs, ILITs, and SLA(N)Ts.
  • Conduct thorough legal research on tax and California trust laws and draft legal memoranda analyzing proposed transactions.
  • Collaborate with CPAs, financial advisors, and attorneys to identify tax-efficient structures for estate and business planning.
  • Handle post-death trust administrations and probates.
Requirements:
  • Juris Doctor (J.D.) degree from an accredited law school;
  • Admitted to practice law in California and in good standing;
  • Strong knowledge of federal tax laws;
  • Experience drafting complex estate planning documents;
  • Excellent analytical and problem-solving skills, and verbal and written communication skills.
Compensation and Benefits:

The compensation (base annual salary plus an incentive bonus plan) range for our 1 to 3 year associates is $135,000 to $220,000, depending on experience and other job-related factors permitted by law.

Full-time associates are also eligible for the full benefits such as vacation, sick time, medical insurance, dental insurance, Healthcare and Dependent Care Flexible Spending Accounts, life insurance, disability insurance, 401(k) plan and profit-sharing contributions.