Tax Attorney

Position: Tax Attorney (High Net Worth Individual Tax Planning)

Company: Talley Law Group | Orange, CA | Hybrid

Employment Status: Full-Time

Compensation: $180,000 to $200,000 Base + Bonus Eligible

Location: Orange, California

About the Firm

Talley Law Group (TLG) and its affiliated entity Talley LLP (Talley) deliver integrated tax, legal, accounting and consulting services to entrepreneurially driven businesses and high-net-worth individuals. Our professionals act as each client’s most trusted advisor by providing strategic and technically sophisticated solutions across complex financial, tax, and legal matters, along with the legal documentation necessary to substantiate them.

Position Summary

Talley Law Group is seeking a Tax Attorney to lead sophisticated individual tax planning for our high-net-worth clients. This role is built for an attorney who lives in complex individual income tax, enjoys structuring elegant solutions for business owners, investors, and family principals, and brings estate planning experience to round out integrated, multi-year planning conversations.

The ideal candidate combines deep technical command of individual tax planning with the ability to quarterback matters that touch pass-through entities, closely held business interests, liquidity events, real estate holdings, and California residency planning. Estate planning experience supports the work but is not the primary focus.

What You Will Do

• Lead sophisticated individual income tax planning for high-net-worth individuals, business owners, investors, and family principals.
• Structure and advise on pass-through entity strategies, including Subchapter K and S planning, basis management, and entity selection for closely held businesses.
• Draft and execute the transactional documentation that implements the plan, including entity formations, operating agreements, assignments of LLC and partnership interests, deed transfers, promissory notes, and related instruments.
• Integrate estate planning considerations into the income tax plan, coordinating with trust and estate counsel or handling select trust work where it supports the client relationship.
• Advise on real estate tax planning, including section 1031 exchanges, section 721 transactions, and related structures.
• Guide clients through California residency planning and multi-state exposure for individuals and their closely held interests.
• Prepare technical memoranda and planning recommendations grounded in current statutory, regulatory, and administrative guidance.
• Conduct substantive tax research as the complexity of each matter requires, leveraging modern research platforms and AI-assisted tools.
• Provide occasional support on tax controversy matters for individual clients, including audit responses and IRS and FTB notice resolution. This is a limited portion of the role.

Essential Functions

Individual Tax Planning and Advisory

• Serve as the lead tax attorney on high-net-worth individual and family client relationships, delivering proactive, year-round service.
• Design and implement income tax strategies across investment portfolios, closely held business interests, and real estate holdings.
• Identify and execute planning opportunities through return review, quarterly projections, and ongoing client dialogue.
• Collaborate with internal CPAs and external advisors, including wealth managers and investment bankers, to deliver coordinated solutions.
• Lead client meetings with confidence, technical authority, and commercial judgment.

Transactional Documentation and Implementation

• Prepare assignments of LLC and partnership interests for gifting, sales, and internal restructurings.
• Handle deed transfers, including grant deeds, trust transfer deeds, and related real estate documentation tied to the planning.
• Coordinate filings, recording, and funding steps so every structure is implemented cleanly, not just designed on paper.
• Form and restructure closely held entities, including LLCs, partnerships, and S corporations, to support the client’s tax plan.
• Draft and review operating agreements, partnership agreements, and related governance documents, along with amendments as client structures evolve.

Estate Planning Support

• Bring estate planning fluency to integrated client conversations, including trust structures, lifetime gifting, and wealth transfer considerations.
• Coordinate with estate planning counsel on implementation, funding, and ongoing administration where it sup