Remote Estate Planning Tax Attorney

Jobot; Portland (OR); Remote; USD 125,000 - 175,000; Full time

Job summary

A top-ranked CPA firm is seeking a Remote Estate Planning Tax Attorney with a focus on tax and estate planning. The ideal candidate will have a Juris Doctor degree, at least five years of experience, and proficiency in financial planning software. This role offers a competitive salary and flexible schedules, along with opportunities for career growth.

Benefits

Competitive Salary

Comprehensive Benefits

Flexible Schedules

Career Growth Opportunities

Engaging Company Activities

Qualifications

• At least five years' experience in estate planning.
• Must have passed the California Bar.

Responsibilities

• Provide expert advice on financial planning and estate planning.
• Analyze clients' financial situations to develop strategic plans.

Skills

Tax Planning

Estate Planning

Financial Planning

Education

Juris Doctor

Tools

Financial Planning Software

Job description

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

This role is hosted by Jobot and based in Irvine, California, with multiple offices across the region. We are a TOP Ranked CPA Firm committed to putting our people and clients first, providing a competitive edge and excellent client experiences.

Responsibilities

• Provide expert advice on financial planning, including tax and estate planning, and management of revocable and irrevocable trusts.
• Analyze clients' financial situations to develop customized strategic plans aligned with their long-term goals.

Qualifications

• Juris Doctor degree and at least five (5) years’ experience in estate planning.
• Must have passed the California Bar.
• Strong focus on tax and estate planning, with proficiency in financial planning software and relevant technology.

Benefits and Perks

Enjoy meaningful work, a best-in-class firm environment, competitive salary ($125,000 - $175,000/year), comprehensive benefits, flexible schedules, career growth opportunities, and engaging company activities.

How to Apply

Interested candidates can easily apply by clicking the