Tax Attorney - Estate Planning - Regal Executive Search

Trabuco Canyon, CA 92679

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.

Source : Regal Executive Search