What are the responsibilities and job description for the Tax & Estate Attorney position at Talley llp?
Title: Tax & Estate AttorneyCompany: Talley Law Group – Remote (Orange County, CA Preferred)Schedule: Remote (Must live within a commutable distance of Orange, California)Employment Status: Direct Hire FTE OpportunityAbout the FirmTalley, LLP, and its affiliated entities—Talley 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 client’s Most Trusted Advisor (MTA) by delivering global solutions to our client’s complex challenges and opportunities.Our services include:Audit & Assurance services, including financial reportingTax compliance,Tax 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 20–30 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 3–5 years of experience and a strong background in advanced estate, income tax, and trust 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 AttorneyStatus: Full-Time, Direct HireBillable Hours: 1,500–1,600 annuallyLocation: Remote (Orange County preferred; one in-office day per month required)Compensation: $170,000 – $190,000 base (DOE) Merit-Based Bonus ProgramKey ResponsibilitiesThe Tax & Estate Attorney will handle a sophisticated mix of estate and tax planning matters, including:Advising on advanced estate, gift, and income tax planning strategiesDrafting and structuring revocable living trusts, irrevocable gift trusts, and related estate planning documentsManaging trust administration matters for high-net-worth clientsConducting legal research and preparing technical memoranda on tax and estate issuesRequired Qualifications (Must-Haves)Juris Doctor (JD) from an accredited law schoolCalifornia Bar admission required5 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 businessesExperience creating LLC’sWork ArrangementRemote role, with preference for candidates based in Orange County, CaliforniaOne in-office day per month in Orange, CANo travel requiredCompensation & BenefitsBase salary: $170,000 – $190,000, depending on years of experience and qualificationsMerit-based bonus programComprehensive benefits package, including:Medical, dental, and vision insurance401(k) with employer participationPaid time off and paid holidaysPowered by JazzHRZhv8EkEZRQ
Salary : $170,000 - $190,000