Remote Estate Planning Tax Attorney

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

Job summary

An established industry player in California is seeking a Remote Estate Planning Tax Attorney. In this pivotal role, you will provide expert guidance on tax and estate planning, helping clients navigate complex financial matters. This firm values its employees and offers a competitive compensation package, flexible work schedules, and opportunities for accelerated career growth. Join a team that prioritizes meaningful work and a supportive environment, where your contributions will directly impact clients' lives. If you are passionate about financial planning and eager to make a difference, this opportunity is perfect for you.

Benefits

Flexible Work Schedules

Complete Benefits Package

Competitive Compensation Package

Fun Company Activities

Accelerated Career Growth

Qualifications

• Must have a law degree and at least five years of estate planning experience.
• Strong emphasis on tax planning and trust management.

Responsibilities

• Provide expert advice on financial planning, including tax and estate planning.
• Conduct analyses to develop customized financial plans for clients.

Skills

Estate Planning

Tax Planning

Trust Management

Financial Planning Software

Education

Juris Doctor (JD)

Job description

2 weeks ago Be among the first 25 applicants

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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

A Bit 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 caught the eye of some reputable clients who have chosen to use us as their primary firm!



Why join us?


Do you want to work with some of the nation’s best Clients AND enjoy time at home w/ family? We do too!

Meaningful Work!

Best in Class Firm!

Competitive Compensation Package!

Complete Benefits Package!

Flexible Work Schedules!

Accelerated Career Growth!

Fun Company Activities!

Many More!

Job Details

Responsibilities Providing expert advice and guidance to clients on a range of financial planning matters, including tax planning, estate planning, and the creation and management of both revocable and irrevocable trusts. Conducting thorough analyses of clients' financial situations to develop customized, strategic financial plans that align with their long-term goals and objectives.

Qualifications

• Must have a law degree (juris doctor) and a minimum five (5) years’ experience in estate planning
• Must have passed the California bar***
• A strong emphasis on tax planning, estate planning, and the management of revocable and irrevocable trusts
• Proficiency in the use of financial planning software and other relevant technology
  
  

If you are a seasoned Planning Consultant with a passion for helping clients navigate the complex world of financial planning, we would love to hear from you. Apply today and start making a difference in the lives of our clients!

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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Click our Jobot logo and follow our LinkedIn page!

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Legal

• Industries

  Accounting, Financial Services, and Banking

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