Remote Estate Planning Tax Attorney

Jobot; Provo (UT); Remote; USD 125,000 - 175,000; Full time

Job summary

An established industry player is seeking a Remote Estate Planning Tax Attorney to join their top-ranked CPA firm. This role offers the opportunity to work with prestigious clients while enjoying the flexibility of remote work. You'll provide expert guidance on tax and estate planning, ensuring clients receive tailored financial strategies that align with their goals. The firm prides itself on its supportive culture and commitment to employee growth, making it a fantastic place to advance your career while maintaining a work-life balance. If you are passionate about helping clients navigate their financial futures, this is the perfect opportunity for you.

Benefits

Flexible Work Schedules

Complete Benefits Package

Competitive Compensation Package

Fun Company Activities

Accelerated Career Growth

Qualifications

• 5+ years of experience in estate planning.
• Strong emphasis on tax planning and trust management.

Responsibilities

• Provide expert advice on financial planning and tax strategies.
• Conduct analyses to develop tailored financial plans for clients.

Skills

Estate Planning

Tax Planning

Trust Management

Financial Planning Software

Education

Juris Doctor (Law Degree)

Tools

Financial Planning Software

Job description

1 week ago Be among the first 25 applicants

This range is provided by Jobot. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$125,000.00/yr - $175,000.00/yr

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Job details

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

This Jobot Job is hosted by Jacob Vane

Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

Salary: $125,000 - $175,000 per year

About Us

Based in Irvine, California with multiple offices across the region, we are a TOP Ranked CPA Firm! Our core values are centered around our people and our clients. We believe that putting your employees first is not only the right thing to do, but it also gives us the competitive edge to ensure our clients have an excellent experience! Over the years, our reputation for providing our people with the very best has attracted reputable clients who have chosen us as their primary firm!

Why join us?

• Work with some of the nation’s best Clients AND enjoy time at home w/ family
• Meaningful Work
• Best in Class Firm
• Competitive Compensation Package
• Complete Benefits Package
• Flexible Work Schedules
• Accelerated Career Growth
• Fun Company Activities
• Many More

Job Responsibilities

Providing expert advice and guidance to clients on financial planning, including tax planning, estate planning, and trust management. Conducting analyses of clients' financial situations to develop tailored, strategic financial plans that align with their goals.

Qualifications

• Law degree (Juris Doctor) and a minimum of five (5) years’ experience in estate planning
• Passed the California bar
• Strong emphasis on tax planning, estate planning, and trust management
• Proficiency in financial planning software and relevant technology

If you are a seasoned Planning Consultant passionate about helping clients, we would love to hear from you. Apply today!

Interested? Easy Apply now by clicking the "Easy Apply" button.

Jobot is an Equal Opportunity Employer. We celebrate diversity and consider all qualified candidates without discrimination.

Sometimes, Jobot performs background checks with your authorization, considering candidates with criminal histories in accordance with applicable laws.

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