Remote Estate Planning Tax Attorney

Jobot; Bakersfield (CA); Remote; USD 125,000 - 175,000; Full time

Job summary

An innovative firm is seeking a Remote Estate Planning Tax Attorney to provide expert financial planning advice, including tax and estate planning. This role involves analyzing clients' financial situations and developing customized strategies to meet their long-term goals. With a competitive salary and flexible work schedules, this position offers a supportive environment for professionals passionate about helping clients navigate complex financial landscapes. Join a team that values career growth and provides opportunities to work with some of the nation’s best clients.

Benefits

Flexible Work Schedules

Comprehensive Benefits

Career Growth Opportunities

Qualifications

• Minimum of five years’ experience in estate planning.
• Must have passed the California bar.

Responsibilities

• Providing expert advice on financial planning, including tax and estate planning.
• Analyzing clients' financial situations to develop customized strategic plans.

Skills

Financial Planning

Tax Planning

Estate Planning

Trust Management

Analytical Skills

Education

Law Degree (Juris Doctor)

Tools

Financial Planning Software

Job description

Remote Estate Planning Tax Attorney - Tax, Trusts & Estates (CA Bar only)

This job is hosted by Jacob Vane at Jobot. The role involves providing expert advice on financial planning, including tax and estate planning, and managing trusts.

Responsibilities

• Providing expert advice and guidance to clients on financial planning matters, including tax planning, estate planning, and trust management.
• Analyzing clients' financial situations to develop customized strategic plans aligned with their long-term goals.

Qualifications

• Law degree (Juris Doctor) and a minimum of five (5) years’ experience in estate planning.
• Must have passed the California bar.
• Proficiency in financial planning software and relevant technology.

We offer a competitive salary ($125,000 - $175,000 per year), flexible work schedules, comprehensive benefits, and opportunities for career growth. Join us if you are passionate about helping clients navigate complex financial landscapes and want to work with some of the nation’s best clients in a supportive environment.