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Tax Attorney - Estate Planning

Trabuco Canyon, CA 92679

Industry: Accounting / Finance Job Number: 3269

Job Description


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!

Qualifications and Education Requirements

  • 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.

Preferred Skills

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

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About Trabuco Canyon, 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!