Job Description
Job Summary
A tax attorney at our asset protection firm will provide guidance on entity structuring for tax savings purposes, tax strategies that Legally Mine recommends, and basic instruction on implementation to our members and/or their accountants. This role focuses on analyzing members' financial and organizational structures, identifying opportunities for tax savings, and ensuring compliance within federal and state tax laws. The ideal candidate will collaborate closely with our account managers and entity creation team to design individualized asset protection plans and deliver clear, actionable recommendations that support long-term wealth preservation.
Responsibilities
Provide comprehensive explanations of tax strategies that Legally Mine recommends, especially in relation to the member's asset protection structure.
Hold appointments (mainly over the phone) with Legally Mine members to review recommended entity structure and discuss tax savings opportunities and strategies that they are eligible to use.
Conduct necessary research to stay updated on current tax laws and regulations.
Maintain accurate records of communications with Legally Mine members and ensure compliance with legal standards.
Collaborate with colleagues on complex cases to find the best possible solutions for Legally Mine members.
Qualifications
Admission to the state bar and active license to practice law (Does not necessarily need to be in UT).
Experience in tax law is a must. Experience in Estate Planning is a plus.
Excellent writing skills with the ability to produce clear, concise correspondence with members.
Ability to conduct research and apply legal principles accurately.
Ability to efficiently manage a full schedule of appointments with members, while ensuring that follow-up and proper documentation procedures are taking place.
Job Type: Full-time
Pay: $80,000.00 - $150,000.00 per year
Benefits:
Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Vision insurance
Work Location: In person
by Jobble
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Job Details
Posted Date:
March 11, 2026
Job Type:
27
Location:
Orem, Utah, 84058, United States
Company:
Legally Mine
Ready to Apply?
Don't miss this opportunity! Apply now and join our team.