California Licensed Tax Attorney
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