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Tax Attorney - Estate Planning

Regal Executive Search

  • Trabuco Canyon, CA
  • 9 days ago

    Highlights

    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.

    Numbers & Facts

    LocationTrabuco Canyon, CA

    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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