Tax Attorney - Estate Planning
Regal Executive SearchTrabuco Canyon, CA
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.1
Reclaim your time by letting our AI handle the grunt work of job searching.
We continuously scan millions of openings to find your top matches.
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!
- 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.
- Experience in advanced tax and irrevocable trust planning, family partnerships, and foundations a plus.
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
FAQs About Tax Attorney - Estate Planning Jobs at Regal Executive Search
What is the work location for this position at Regal Executive Search?
This job at Regal Executive Search is located in Trabuco Canyon, CA, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Regal Executive Search?
Employer has not shared pay details for this role.
What employment applies to this position at Regal Executive Search?
The employer has not provided this information. This may be discussed during the hiring process.
What is the process to apply for this position at Regal Executive Search?
You can apply for this role at Regal Executive Search either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.