California Licensed Tax Attorney

Job Summary

A company is looking for a California Licensed Tax Attorney.

Key Responsibilities

• Provide client counseling in advanced tax and estate planning
• Review high-net-worth client estates and plan documents to identify key planning opportunities
• Assist with planning materials and execute follow-through on planning projects and tasks

Qualifications and Education Requirements

• Must have a law degree and a minimum of five years' experience in estate planning
• Must possess a high level of integrity and discretion
• Must be self-motivated to produce and excel with minimal supervision
• Strong knowledge of Microsoft Office (Excel, Word, Outlook, PowerPoint) is required
• Ability to learn new software with minimal assistance