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, documentation procedures, and risk controls.

Core Responsibilities
• 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.

Required Qualifications
• Active law license required.
• LL.M. in Taxation preferred but not required for attorneys with strong practical tax experience.
• 5+ years of tax, estate, business, asset protection, or closely held business planning experience.
• Experience advising high-income professionals, business owners, partnerships, S corporations, and family
entities preferred.
• Strong drafting ability and excellent client-facing communication skills.
• Ability to operate within legal ethics, confidentiality, unauthorized-practice, and fee-sharing rules.

Compensation Plan

Compensation Element                                                                Recommended Market-Aligned Structure

• Base Salary | $180,000 to $210,000 for experienced tax counsel; $275,000 to $350,000+ for senior counsel, director-level, or partner-level leadership.
• Annual Bonus | 15% to 30% of base salary, based on legal work quality, matter completion, risk management, client satisfaction, and team support.
• Matter Completion Bonus | $1,500 to $7,500 per significant legal structuring matter, depending on complexity and collected revenue.
• Origination Credit | Permitted only where legally and ethically compliant. Use law-firm-compliant origination credit rather than nonlawyer fee-sharing.
• Quality / Risk Gate | Bonus eligibility requires documented legal review, clean file standards, and no avoidable compliance breach.
• Career Path | Tax Counsel → Senior Tax Counsel → Director of Legal Strategy → General Counsel / Partner-Track Role.

This compensation structure is designed for tax counsel who can support advanced tax planning, legal structuring, implementation review, and risk management at a high technical level. The structure should reward not only completed matters, but also judgment, documentation quality, compliance discipline, and protection of the firm’s legal and ethical standards.

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.

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