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Contract Tax, Trust And Estate Planning Attorney

Edgar Law Group, LLP

Contract Tax, Trust And Estate Planning Attorney

San Jose, CA
Paid
  • Responsibilities

    Our growing law firm is seeking an experienced Contract Tax, Trust, and Estate Planning Attorney to join our Legal and Tax Teams. The ideal candidate will possess expertise in tax compliance, planning, and estate strategies, along with experience in managing complex tax controversies and representing high-net-worth individuals. This role demands a results-oriented professional who thrives in a fast-paced environment, ensuring compliance with federal and state tax laws while providing exceptional advisory services to clients. If you excel at balancing technical tax knowledge with practical client-focused solutions, we invite you to apply. Responsibilities: • Create wills, trusts, and powers of attorney for your clients • Confer with senior partners and paralegals to effectively move through the civil litigation process • Provide clients with information about retirement plans, charitable contributions, and insurance choices • Consult clients about your plans for distributing their assets • Attend court proceedings as needed to represent clients • Act as a valued tax business advisor, leading client relationships on day-to-day tax matters for a diverse range of clients, from middle market to multinational corporations. • Oversee and ensure the completion of federal, international, and state income tax returns, maintaining accuracy, timeliness, and compliance with all relevant regulations. • Provide federal tax compliance and consulting services to industry-specific clients. • Direct the accounting for income taxes in the U.S. and international subsidiaries, including the preparation of tax provisions and adherence to accounting standards. • Provide strategic guidance and oversight for tax planning initiatives, including optimizing the global tax structure and managing tax compliance for international subsidiaries. • Develop and execute short-term and long-term tax strategies, working closely with third-party service providers, internal stakeholders, and diverse clientele. • Maintain a comprehensive understanding of tax resolution options (e.g., Installment Agreements, Offer in Compromise). • Prepare and analyze IRS and State financial statements, effectively negotiate resolution programs with the IRS and State Revenue Departments and communicate with these entities on behalf of clients. • Provide guidance on tax matters related to foreign operations, including income tax, VAT, withholding tax, and other regulatory requirements. • Coordinate with specialty tax practices on complicated tax matters, including state and local, high net worth, international, research and development, credits, and incentives. • Establish and maintain internal controls over tax accounting and reporting practices to ensure compliance and mitigate financial risks. • Research complex tax matters, respond to IRS and other tax authority inquiries, and make informed recommendations to clients. • Consult on technical matters and special projects, including corporate and flow-through taxation, accounting methods, and ASC 740. • Collaborate effectively with cross-functional teams, including legal and tax teams, to achieve firm objectives and maintain a culture of compliance and excellence. • Mentor junior-level tax professionals, ensuring they develop the skills necessary to resolve tax matters and provide high-quality service. • Stay informed about legislative changes in tax law and ensure ongoing compliance across all areas of responsibility. • Manage client engagement processes, including billing, collections, and ensuring client profitability targets are met. Qualifications: • Working knowledge of title insurance, wills, trusts, property management, and residential and commercial real estate law, including litigation • Active membership with the ABA (American Bar Association) • 4-year degree with a legal background and J.D. degree are necessary for this position • Experience at a legal firm working on estate planning and probate law issues for at least 1-2 years is required • Candidates should be great communicators, specifically in situations when emotions and stress are high • Juris Doctor (JD) degree from an accredited law school • Active California State Bar membership in good standing preferred • Minimum eight (8) years’ experience in Corporate Tax Law, including compliance issues and streamlining filing compliance procedures • Experience with the California Department of Tax and Fee Administration (CDTFA) required. • Experience in high net worth estate, corporate, and tax planning required • Extensive corporate, estate planning, and probate law experience required, including the creation of wills, trusts, and related documents • Working knowledge of title insurance, wills, trusts, property management, and residential and commercial real estate law, including litigation • At least seven (7) years’ experience in federal tax compliance and advisory services • Extensive experience corresponding successfully with the IRS, including Revenue Officers • Demonstrated expertise in tax management with thorough knowledge of state and federal tax regulations • Sense of urgency and commitment to the quality and timely completion of projects • Experience in representing clients in tax disputes and litigation • Excellent analytical, negotiation, and communication skills • Ability to work independently and as part of a team in a fast-paced environment • Demonstrated ability to manage projects and coordinate with tax and legal teams effectively • Strong analytical skills with a proven ability to manage a diverse caseload • Excellent communication, leadership, and client service skills • Commitment to continuous learning to maintain knowledge of relevant tax strategies • Demonstrated commitment to ethical integrity in professional conduct • Advanced proficiency in tax and legal software and Microsoft Office Suite Compensation: $100 - $200 hourly

    • Act as a valued tax business advisor, leading client relationships on day-to-day tax matters for a diverse range of clients, from middle market to multinational corporations. • Oversee and ensure the completion of federal, international, and state income tax returns, maintaining accuracy, timeliness, and compliance with all relevant regulations. • Provide federal tax compliance and consulting services to industry-specific clients. • Direct the accounting for income taxes in the U.S. and international subsidiaries, including the preparation of tax provisions and adherence to accounting standards. • Provide strategic guidance and oversight for tax planning initiatives, including optimizing the global tax structure and managing tax compliance for international subsidiaries. • Develop and execute short-term and long-term tax strategies, working closely with third-party service providers, internal stakeholders, and diverse clientele. • Maintain a comprehensive understanding of tax resolution options (e.g., Installment Agreements, Offer in Compromise). • Prepare and analyze IRS and State financial statements, effectively negotiate resolution programs with the IRS and State Revenue Departments and communicate with these entities on behalf of clients. • Provide guidance on tax matters related to foreign operations, including income tax, VAT, withholding tax, and other regulatory requirements. • Coordinate with specialty tax practices on complicated tax matters, including state and local, high net worth, international, research and development, credits, and incentives. • Establish and maintain internal controls over tax accounting and reporting practices to ensure compliance and mitigate financial risks. • Research complex tax matters, respond to IRS and other tax authority inquiries, and make informed recommendations to clients. • Consult on technical matters and special projects, including corporate and flow-through taxation, accounting methods, and ASC 740. • Collaborate effectively with cross-functional teams, including legal and tax teams, to achieve firm objectives and maintain a culture of compliance and excellence. • Mentor junior-level tax professionals, ensuring they develop the skills necessary to resolve tax matters and provide high-quality service. • Stay informed about legislative changes in tax law and ensure ongoing compliance across all areas of responsibility. • Manage client engagement processes, including billing, collections, and ensuring client profitability targets are met.