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Talley LLP · 2 months ago

Tax & Estate Attorney

Orange, California, CA

Full-time

Hybrid

Mid, Senior Level

$170K/yr - $190K/yr

5+ years exp

Talley LLP is a full-service financial, tax, legal, and consulting organization serving entrepreneurially driven businesses and their owners. They are seeking a Tax & Estate Attorney with approximately 3–5 years of experience to handle advanced estate and tax planning matters and provide legal advice to high-net-worth clients.

ConsultingFinancial ServicesProfessional Services

Responsibilities

Advising on advanced estate, gift, and income tax planning strategies

Drafting and structuring revocable living trusts, irrevocable gift trusts, and related estate planning documents

Managing trust administration matters for high-net-worth clients

Conducting legal research and preparing technical memoranda on tax and estate issues

Qualification

Juris Doctor (JD)California Bar admissionEstate planning experienceTax planning experienceTrust administration experienceDrafting trust documentsManage complexityLL.M. in TaxationBackground in tax lawHigh-net-worth clientsExperience creating LLCsCommunication skillsAttention to detail

Required

Juris Doctor (JD) from an accredited law school

California Bar admission required

5 + years of experience in estate planning, tax planning, and trust administration

Demonstrated ability to work on advanced estate and income tax planning matters

Experience drafting and structuring a wide range of trust vehicles

Strong written and verbal communication skills; confidence interacting with high-net-worth clients

High attention to detail and ability to manage multiple complex matters simultaneously

Preferred

LL.M. in Taxation or Estate Planning (highly preferred)

Strong background in tax law and/or prior experience in a tax-focused legal practice

Experience in a law firm environment serving high-net-worth individuals and privately held businesses

Experience creating LLC's

Benefits

Medical, dental, and vision insurance

401(k) with employer participation

Company

Talley LLP

Founded in 1989, Talley & Company is the premier consulting and financial services firm dedicated to advising high net worth individuals and their closely held entities with the strategic business solutions that deliver meaningful results.

Founded in 1989

Orange, California, USA

51-200 employees

https://www.talleynco.com/

Funding

Current Stage

Growth Stage

Leadership Team

Lee R.

Functional CFO

Matthew Talley

Partner

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