Business and Tax Attorney Advisor
3 days ago
Join our team as a Tax, Estate and Business Planning Advisor and play a key role in helping our clients achieve their financial goals. With an estimated salary of $140,000 - $200,000 per year, this position offers a rewarding career opportunity for those passionate about estate planning, business planning, and tax law.
In this role, you will be responsible for providing expert advice on estate planning, business planning, estate administration, and tax planning. You will work closely with clients to develop customized solutions for their wealth management needs. A strong understanding of tax law is essential, although a CPA or LLM certification is preferred but not required.
Responsibilities
- Conduct thorough analyses of client financial situations and develop comprehensive estate plans.
- Provide strategic guidance on business planning, including entity formation and acquisitions.
- Recommend optimal tax strategies to minimize liability and maximize wealth.
- Collaborate with clients to achieve their business and estate planning objectives.
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