Tax Attorney - Estate Planning

Regal Executive Search; Trabuco Canyon (CA); Hybrid; USD 80,000 - 120,000; Full time

Job summary

A leading company is seeking a Tax Attorney - Estate Planning Consultant to join their Planning Team, based in scenic Trabuco Canyon, California. In this role, you will collaborate with clients to develop advanced tax strategies and provide exceptional estate planning services. With a focus on high-net-worth clients, you will enhance your expertise while enjoying the benefits of a flexible working environment, including productivity bonuses.

Benefits

Productivity bonuses

No billable hour requirement

Qualifications

• Minimum five years’ experience in estate planning.
• Ability to learn new software with minimal assistance.
• Self-motivated with minimal supervision.

Responsibilities

• Work on client counseling in advanced tax and estate planning.
• Review high-net-worth client estates and plan documents.
• Meet directly with clients and provide planning strategies.

Skills

Verbal communication

Written communication

Customer service

Interpersonal skills

Problem-solving

Multitasking

Integrity

Discretion

Education

Law degree

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Microsoft PowerPoint

Job 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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Ready to embark on a new career journey in scenic Trabuco Canyon, California? This picturesque area, nestled in Orange County, offers a blend of natural beauty and urban amenities that provides a truly unique work-life balance. With proximity to stunning landmarks like O'Neill Regional Park and Whiting Ranch Wilderness Park, along with a thriving arts scene highlighted by the Sawdust Art Festival and Laguna Playhouse, Trabuco Canyon is not only a hub for outdoor enthusiasts but also a cultural hotspot. Explore job opportunities in this vibrant region and discover why pursuing a career here can lead to both professional growth and personal fulfillment! Jumpstart your job search now!