Job Description

Tax Attorney

Company Overview:

A highly regarded integrated legal, tax, accounting, and advisory firm provides sophisticated solutions to entrepreneurially driven businesses and high-net-worth individuals. The firm is known for its collaborative culture, technical excellence, and strategic approach to complex tax, business, and wealth planning matters.

About the Role:

An established advisory and legal platform is seeking a Tax Attorney to lead sophisticated tax planning matters for high-net-worth individuals, business owners, investors, and family principals.

This role is ideal for an attorney who enjoys complex individual income tax planning, pass-through entity structuring, real estate planning, and integrated wealth transfer strategies. The position offers significant client interaction and the opportunity to work closely with attorneys, CPAs, and advisors on sophisticated multi-year planning matters .

Key Responsibilities:

• Lead individual income tax planning for high-net-worth clients
• Advise on pass-through entity structures, Subchapter K and S planning, and closely held business matters
• Draft and implement transactional documents including operating agreements, assignments, deed transfers, and promissory notes
• Integrate estate planning considerations into broader tax strategies
• Advise on California residency and multi-state tax planning
• Conduct technical tax research and prepare planning memoranda
• Collaborate with CPAs, advisors, and external professionals on integrated client matters

What We're Looking For:

• 5 7 years of experience in high-net-worth individual tax planning
• Strong technical knowledge of individual income tax, pass-through entities, real estate planning, and closely held business structures
• Experience with California residency and multi-state tax planning
• Hands-on experience drafting transactional and entity documentation
• Estate planning knowledge involving trusts, gifting, and wealth transfer strategies
• Strong analytical, research, writing, and client communication skills
• JD and LLM in Taxation required
• Active California Bar membership required

Why You Should Join:

• Work with high-net-worth clients on sophisticated tax and wealth planning matters
• Join a collaborative platform integrating legal, tax, accounting, and advisory services
• Handle complex work involving pass-through entities, real estate structures, and multi-state tax planning
• Play a lead role in structuring and implementing strategic tax solutions
• Hybrid schedule with flexibility and minimal travel
• Strong mentorship, professional development, and long-term growth opportunities
• Competitive compensation structure with bonus eligibility

Compensation & Benefits

• Hybrid schedule with one required in-office day per week
• Minimal travel requirements
• Collaborative, growth-oriented environment with strong professional development opportunities

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