Tax & Estate Attorney
About The Position
Talley, 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 reporting Tax compliance, Tax planning, and proactive advice Business consulting Estate planning, business planning, M&A, and tax law services delivered through TLG Outsourced accounting, controller and CFO services M&A, growth-through-acquisition, and operational consulting delivered through TCG Talley 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. We 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.
Requirements
- Juris Doctor (JD) from an accredited law school
- California Bar admission required
- 5 + years of experience in estate planning, tax planning, and trust administration
- Demonstrated ability to work on advanced estate and income tax planning matters
- Experience drafting and structuring a wide range of trust vehicles
- Strong written and verbal communication skills; confidence interacting with high-net-worth clients
- High attention to detail and ability to manage multiple complex matters simultaneously
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 practice
- Experience in a law firm environment serving high-net-worth individuals and privately held businesses
- Experience creating LLC’s
Responsibilities
- Advising on advanced estate, gift, and income tax planning strategies
- Drafting and structuring revocable living trusts, irrevocable gift trusts, and related estate planning documents
- Managing trust administration matters for high-net-worth clients
- Conducting legal research and preparing technical memoranda on tax and estate issues
Benefits
- Medical, dental, and vision insurance
- 401(k) with employer participation
- Paid time off and paid holidays
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Ph.D. or professional degree
