Description:
Title: Tax & Estate AttorneyCompany: Talley Law Group – Remote (Orange County, CA Preferred)
Schedule: Remote (Must live within a commutable distance of Orange, California)
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
Position Overview:
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.
- Position: Tax & Estate Attorney
- Status: Full-Time, Direct Hire
- Billable Hours: 1,500–1,600 annually
- Location: Remote (Orange County preferred; one in-office day per month required)
- Compensation: $170,000 – $190,000 base (DOE) + Merit-Based Bonus Program
Key Responsibilities:
The Tax & Estate Attorney will handle a sophisticated mix of estate and tax planning matters, including:
- 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
- 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
- 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
- Remote role, with preference for candidates based in Orange County, California
- One in-office day per month in Orange, CA
- No travel required
Compensation & Benefits:
- Base salary: $170,000 – $190,000, depending on years of experience and qualifications
- Merit-based bonus program
- Comprehensive benefits package, including:
- Medical, dental, and vision insurance
- 401(k) with employer participation
- Paid time off and paid holidays
