Tax & Estate Attorney
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Job Location:
Orange, CA - USA
Yearly Salary:
USD 170000 - 190000
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Title: Tax & Estate Attorney
Company: Talley Law Group (Orange Ca.)
Schedule: Full Time Onsite (Monday Friday)
Employment Status: Direct Hire FTE Opportunity
About the Firm
Talley LLP and its affiliated entitiesTalley Law Group LLP (TLG) Talley Capital Group LLC (TCG) and Talley Wealth Management LLC (TWM) (collectively Talley)is a full-service financial tax legal and consulting organization serving entrepreneurially driven businesses and their owners. Talley partners with clients as business advisors not just service providers constantly seeking innovative ways to strengthen their bottom line.
Talley LLP was founded in 1989 with the mission of helping entrepreneurially driven businesses their owners and high net worth individuals to manage their financial affairs and to achieve their business objectives profitably and efficiently. Our professionals strive to become each clients Most Trusted Advisor (MTA) by delivering global solutions to our clients complex challenges and opportunities.
Our services include:
- Audit & Assurance services including financial reporting
- Tax compliance
- Tax planning and proactive advice
- Business consulting
- Estate planning business planning M&A and tax law services delivered through TLG
- Outsourced accounting controller and CFO services
- M&A growth-through-acquisition and operational consulting delivered through TCG
Position Overview
We are hiring a Tax & Estate Attorney with approximately 35 years of experience and a strong background in advanced estate planning income taxation of trusts and estates gift and estate taxation trust and probate administration matters. This full-time position has opened due to growth within the department and offers exceptional opportunities for professional development and long-term career advancement.
- Position: Tax & Estate Attorney
- Status: Full-Time Direct Hire
- Billable Hours: annually
- Location:Orange California FTE Onsite Monday Friday
- Compensation: $170000 $190000 base (DOE) Merit-Based Bonus Program business development incentive plan including cross services sold within the firm.
The Tax & Estate Attorney will handle a sophisticated mix of estate and income tax planning matters including:
- Advising on moderate to advanced estate trust gift and income tax planning strategies including wealth-transfer structure business succession planning and tax-efficient entity structuring.
- Drafting and structuring revocable living trusts irrevocable gift trusts and advanced transfer instruments including GRATs IDGTs and SLATs.
- Managing trust administration matters for high-net-worth clients including interpretation of trust terms fiduciary guidance and beneficiary communications.
- Conducting legal research and preparing technical memoranda on tax and estate issues
- Reviewing and overseeing fiduciary gift and related trust tax compliance and coordinating with tax preparers and advisors.
- Handling estate administration including identifying validating and coordinating the transfer of beneficiary-designated and jointly-titled assets
- Managing uncontested probate administration matters including interpretation of will terms intestate statutes fiduciary guidance and beneficiary communications.
- Collaborate with financial advisors CPAs and other professionals to implement integrated wealth-planning strategies
- Maintaining strong client relationships delivering clear communication and ensuring a high-touch client experience throughout the planning and administration process.
- Juris Doctor (JD) from an accredited law school
- California Bar admission required
- >5 years of experience in estate planning tax planning and trust administration
- Demonstrated ability to work on advanced estate and income tax planning matters
- Experience drafting and structuring a wide range of trust vehicles
- Strong written and verbal communication skills; confidence interacting with high-net-worth clients
- High attention to detail and ability to manage multiple complex matters simultaneously
- LL.M. in Taxation or Estate Planning (highly preferred)
- Strong background in tax law and/or prior experience in a tax-focused legal practice
- Experience in a law firm environment serving high-net-worth individuals and privately held businesses
- Creating and structuring business entities including preparing and filing formation documents drafting governing agreements and coordinating required tax elections such as S-corporation status
- No travel required
- 100% onsite Monday Friday
- Base salary: $170000 $190000 depending on years of experience and qualifications
- Comprehensive benefits package including:
- Medical dental and vision insurance
- 401(k) with employer participation
- Paid time off and paid holidays
Required Experience:
Manager
Key Skills
- Clerical
- Diploma
- Foreclosure Paralegal
- Flight Operations
- Construction Equipment
About Company
Talley, LLP is the premier consulting and financial services firm dedicated to advising high-net-worth individuals and their closely-held entities with strategic business solutions that deliver meaningful results.
