Job Description
Job Description Job Description Tax Attorney I Advanced Tax Strategy, Entity Structuring, and Wealth Planning Counsel
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.
What You Will Own
• 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, docume...
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.
What You Will Own
• 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, docume...