Tax Attorney - Estate Planning

Tax Attorney - Estate Planning Consultant (Remote or In-Office)
Role and Responsibilities

• 
  You will work as part of the Planning Team on client counseling in advanced tax and estate planning.
  
• 
  You will learn the law and best tax and estate planning strategies, review key tax and estate planning reports, update checklists/forms.
  
• 
  You will review high-net-worth client estates and plan documents, flag key planning opportunities, updates, etc.
  
• 
  You will meet directly with clients, their CPAs, and other advisors to provide tax and estate planning strategies and recommendations.
  
• 
  You will work with the Diligence Coordinator to complete client diligence, files, and deliverables.
  
• 
  You will assist the Planning Team, CPAs, clients, and their advisors with planning materials and documents.
  
• 
  You will help the Planning Team, CPAs, clients, and their advisors execute and follow-through on planning projects and tasks.
  
• 
  You will report directly to the Senior Planning Consultant from whom you will receive training and instruction.
  
• 
  You will have productivity bonuses and no billable hour requirement!
  

• 
  Must have a law degree and a minimum five (5) years’ experience in estate planning.
  
• 
  Must possess excellent verbal and written communication and customer service skills.
  
• 
  Must possess excellent interpersonal, conflict resolution, and problem-solving skills.
  
• 
  Must possess excellent administrative skills and the ability to multitask.
  
• 
  Must possess a high level of integrity, discretion, and
  
• 
  Must be self-motivated to produce and excel with minimal supervision.
  
• 
  Must have strong knowledge of Microsoft Office (Excel, Word, Outlook, PowerPoint).
  
• 
  Must have the ability to learn new software with minimal assistance.
  

• 
  Experience in advanced tax and irrevocable trust planning, family partnerships, and foundations a plus.
  

Login to save this search and get notified of similar positions.

Related Jobs:

CFO
La Palma, CA Client Outsourced Accounting Manager
Manhattan Beach,, CA Audit Staff - Audit Senior Accountant - (Japanese Bilingual) - Remote
Torrance, CA

Ready to embark on a new career journey in scenic Trabuco Canyon, California? This picturesque area, nestled in Orange County, offers a blend of natural beauty and urban amenities that provides a truly unique work-life balance. With proximity to stunning landmarks like O'Neill Regional Park and Whiting Ranch Wilderness Park, along with a thriving arts scene highlighted by the Sawdust Art Festival and Laguna Playhouse, Trabuco Canyon is not only a hub for outdoor enthusiasts but also a cultural hotspot. Explore job opportunities in this vibrant region and discover why pursuing a career here can lead to both professional growth and personal fulfillment! Jumpstart your job search now!