Tax & Estate Attorney

Title: Tax & Estate Attorney
Company: Talley Law Group (Orange, Ca.)
Schedule: Full Time Onsite (Monday – Friday)
Employment Status: Direct Hire FTE Opportunity

About the Firm
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.
Position Overview
We are hiring a Tax & Estate Attorney with approximately 3–5 years of experience and a strong background in advanced estate planning, income taxation of trusts and estates, gift and estate taxation, trust and probate 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 Attorney
• Status: Full-Time, Direct Hire
• Billable Hours: 1,500–1,600 annually
• Location: Orange, California – FTE Onsite Monday – Friday
• Compensation: $170,000 – $190,000 base (DOE) + Merit-Based Bonus Program + business development incentive plan, including cross services sold within the firm.

Key Responsibilities
The Tax & Estate Attorney will handle a sophisticated mix of estate and income tax planning matters, including:

• Advising on moderate to advanced estate, trust, gift, and income tax planning strategies, including wealth-transfer structure, business succession planning and tax-efficient entity structuring.
• Drafting and structuring revocable living trusts, irrevocable gift trusts, and advanced transfer instruments, including GRATs, IDGTs, and SLATs.
• Managing trust administration matters for high-net-worth clients, including interpretation of trust terms, fiduciary guidance, and beneficiary communications.
• Conducting legal research and preparing technical memoranda on tax and estate issues
• Reviewing and overseeing fiduciary, gift, and related trust tax compliance, and coordinating with tax preparers and advisors.
• Handling estate administration, including identifying, validating, and coordinating the transfer of beneficiary-designated and jointly-titled assets
• Managing uncontested probate administration matters, including interpretation of will terms, intestate statutes, fiduciary guidance, and beneficiary communications.
• Collaborate with financial advisors, CPAs, and other professionals to implement integrated wealth-planning strategies
• Maintaining strong client relationships, delivering clear communication, and ensuring a high-touch client experience throughout the planning and administration process.

Required Qualifications (Must-Haves)

• Juris Doctor (JD) from an accredited law school
• California Bar admission required
• 3–>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

Preferred 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 practice
• Experience in a law firm environment serving high-net-worth individuals and privately held businesses
• Creating and structuring business entities, including preparing and filing formation documents, drafting governing agreements, and coordinating required tax elections such as S-corporation status

Work Arrangement

• No travel required
• 100% onsite Monday – Friday

Compensation & Benefits

• Base salary: $170,000 – $190,000, depending on years of experience and qualifications
• Comprehensive benefits package, including:
  • Medical, dental, and vision insurance
  • 401(k) with employer participation
  • Paid time off and paid holidays

Powered by JazzHR

Zhv8EkEZRQ