Tax & Estate Attorney at Talley LLP

Title: Tax & Estate AttorneyCompany: Talley Law Group (Orange Ca.)Schedule: Full Time Onsite (Monday Friday)Employment Status: Direct Hire FTE OpportunityAbout the FirmTalley 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 reportingTax complianceTax planning and proactive adviceBusiness consultingEstate planning business planning M&A and tax law services delivered through TLGOutsourced accounting controller and CFO servicesM&A growth-through-acquisition and operational consulting delivered through TCGTalley is a boutique firm with 70 U.S.-based professionals and 2030 offshore/outsourced team members. Headquartered in Orange CA the firm has grown rapidly becoming a leading Orange County professional services provider. We embrace a hybrid work culture built on accountability results and exceptional client service delivered by professional motivated individuals.Position OverviewWe 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 HireBillable Hours: annuallyLocation: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.Key ResponsibilitiesThe 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 issuesReviewing 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 assetsManaging 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 strategiesMaintaining strong client relationships delivering clear communication and ensuring a high-touch client experience throughout the planning and administration process.Required Qualifications (Must-Haves)Juris Doctor (JD) from an accredited law schoolCalifornia Bar admission required>5 years of experience in estate planning tax planning and trust administrationDemonstrated ability to work on advanced estate and income tax planning mattersExperience drafting and structuring a wide range of trust vehiclesStrong written and verbal communication skills; confidence interacting with high-net-worth clientsHigh attention to detail and ability to manage multiple complex matters simultaneouslyPreferred Qualifications (Nice-to-Haves)LL.M. in Taxation or Estate Planning (highly preferred)Strong background in tax law and/or prior experience in a tax-focused legal practiceExperience in a law firm environment serving high-net-worth individuals and privately held businessesCreating and structuring business entities including preparing and filing formation documents drafting governing agreements and coordinating required tax elections such as S-corporation statusWork ArrangementNo travel required100% onsite Monday Friday Compensation & BenefitsBase salary: $170000 $190000 depending on years of experience and qualificationsComprehensive benefits package including:Medical dental and vision insurance401(k) with employer participationPaid time off and paid holidays Required Experience:Manager Key Skills Clerical,Diploma,Foreclosure Paralegal,Flight Operations,Construction Equipment Employment Type : Full-Time Experience: years Vacancy: 1 Yearly Salary Salary: 170000 - 190000