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Tax Attorney - Estate Planning Consultant (Remote or In-Office)
Role and Responsibilities
Qualifications and Education Requirements
Preferred Skills
Tax Attorney - Estate Planning
Job Description
Tax Attorney - Estate Planning Consultant (Remote or In-Office)
Role and Responsibilities
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You will work as part of the Planning Team on client counseling in advanced tax and estate planning.
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You will learn the law and best tax and estate planning strategies, review key tax and estate planning reports, update checklists/forms.
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You will review high-net-worth client estates and plan documents, flag key planning opportunities, updates, etc.
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You will meet directly with clients, their CPAs, and other advisors to provide tax and estate planning strategies and recommendations.
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You will work with the Diligence Coordinator to complete client diligence, files, and deliverables.
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You will assist the Planning Team, CPAs, clients, and their advisors with planning materials and documents.
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You will help the Planning Team, CPAs, clients, and their advisors execute and follow-through on planning projects and tasks.
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You will report directly to the Senior Planning Consultant from whom you will receive training and instruction.
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You will have productivity bonuses and no billable hour requirement!
Qualifications and Education Requirements
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Must have a law degree and a minimum five (5) years’ experience in estate planning.
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Must possess excellent verbal and written communication and customer service skills.
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Must possess excellent interpersonal, conflict resolution, and problem-solving skills.
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Must possess excellent administrative skills and the ability to multitask.
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Must possess a high level of integrity, discretion, and
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Must be self-motivated to produce and excel with minimal supervision.
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Must have strong knowledge of Microsoft Office (Excel, Word, Outlook, PowerPoint).
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Must have the ability to learn new software with minimal assistance.
Preferred Skills
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Experience in advanced tax and irrevocable trust planning, family partnerships, and foundations a plus.
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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!