Tax Attorney - Advanced Tax Strategy and Structuring Counsel

GENWEALTH 360 INC•Long Beach, CA

8d•$180,000 - $210,000

About The Position

We are hiring a tax attorney to provide legal oversight for sophisticated tax planning, entity structuring, estate coordination, asset protection, and implementation workflows. This role is designed for an attorney who can work inside a multidisciplinary planning platform while maintaining clear legal, ethical, and compliance boundaries. This role is for a tax attorney who can translate sophisticated strategy into defensible legal structure. You will work with a planning team serving physicians, entrepreneurs, and affluent families. The work is technical, client-facing, and implementation-driven. The standard is not merely whether a strategy sounds attractive; the standard is whether it can be documented, defended, and executed correctly.

Requirements

Active law license required.
5+ years of tax, estate, business, asset protection, or closely held business planning experience.
Strong drafting ability and excellent client-facing communication skills.
Ability to operate within legal ethics, confidentiality, unauthorized-practice, and fee-sharing rules.

Nice To Haves

LL.M. in Taxation preferred but not required for attorneys with strong practical tax experience.
Experience advising high-income professionals, business owners, partnerships, S corporations, and family entities preferred.

Responsibilities

Provide legal review and strategic oversight for advanced tax planning structures.
Draft or review legal documents related to entities, governance, management agreements, succession, and asset protection.
Coordinate with CPA, financial planning, insurance, and implementation teams.
Support complex client cases involving business owners, physicians, family entities, and high-net-worth planning.
Build internal legal standards, templates, documentation procedures, and risk controls.
Review entity structuring recommendations for legal and tax alignment.
Draft or supervise drafting of operating agreements, management agreements, corporate governance documents, trust coordination documents, and implementation memos.
Advise on tax-sensitive business structuring, estate coordination, asset protection, and inter-entity arrangements.
Support client presentations when legal strategy is central to the engagement.
Maintain boundaries between tax advice, legal advice, investment advice, and insurance recommendations.
Coordinate with outside counsel where jurisdictional or specialty support is required.