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Tax Attorney - Estate Planning

Regal Executive Search

Trabuco Canyon, CA

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JOB DETAILS
SKILLS
Administrative Skills, Attorney, Certified Public Accountant (CPA), Consulting, Customer Support/Service, Estate Planning, Family Planning, Follow Through, High Net Worth, Legal, Materials Planning, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Multitasking, Organizational Skills, Presentation/Verbal Skills, Project Planning, Strategic Planning, Tax Planning, Writing Skills
LOCATION
Trabuco Canyon, CA
POSTED
30+ days ago

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.

About the Company

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Regal Executive Search

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