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Estate Planning Tax Attorney

2 months ago

Irvine, California, United States Jobot Full time
About the Role

We are a nationwide LLP seeking an experienced Estate Planning Tax Attorney to join our dynamic team in the Finance industry.

Key Responsibilities
  • Provide expert advice on 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.
Requirements
  • 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.
About Us

We are a nationwide LLP looking for an Estate Planning Tax Attorney to join our growing team. Our ideal candidate is a seasoned professional with a strong background in technical tax, tax planning, and estate planning.

This role offers an exciting opportunity to be part of a dynamic team and to contribute to the success of our organization.