Robert Half Legal Associate Financial Advisor Tax Attorney in Palo Alto, California

We are currently seeking an Associate Financial Advisor Tax Attorney for a top accounting firm in Palo alto. Job Description: Fast growing private wealth advisory firm with a high net worth clientele seeks an Financial Advisor Associate/Tax Attorney with at least 2-3 years relevant tax and financial services experience in the Palo Alto, CA location. Job Responsibilities: Directly support one of client Counselors regarding issues such as:

  • Investment portfolio construction and management; long-term investment strategy

  • Income tax planning, including federal and state tax return preparation and tax dispute resolution

  • Public and private company stock, stock options, restricted stock units, and stock purchase plans

  • Retirement and other forward-looking planning

  • Estate plan architecture; gifting strategies; estate and gift taxes Required Skills and Experience:

  • Law degree (JD, LLM) and/or advanced tax degree/designation (Master of Taxation, LLM, CPA, EA, CFP); CFA

  • 2-3 years of professional experience in finance, accounting, and/or law a must

  • Exceptional interpersonal and communication skills: the successful candidate eventually will work with clients, give group presentations, and participate in new business development

  • Works effectively in a team environment

  • Detail oriented and possessing strong organizational ability

  • Extensive Microsoft Office experience and good overall computer skills Desired Skills/Experience:

  • Knowledge and experience with individual income tax issues return preparation

  • Experience serving executive professional clients and exercising a high level of discretion

  • Completed continuing finance education and licensing requirements (Series 7 66; Certified Financial Planner designation)

Located in major North American and global markets, Robert Half Legal is the premier provider of legal staffing and consulting solutions on a full-time, project, and temporary basis, serving both law firms and corporate legal departments. We also provide project and eDiscovery teams and workspace for a wide range of initiatives, including litigation support, mergers and acquisitions and document review matters. Our dedicated teams' industry experience allows us to quickly match skilled legal professionals with the best available jobs. We offer challenging opportunities, competitive compensation and benefits, and skills-enhancement training.

Call your local Robert Half Legal office at 888.798.2974 to discover more about this position. Apply for this job now or contact our branch office for additional information.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

© 2018 Robert Half Legal. An Equal Opportunity Employer M/F/Disability/Veterans

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Req ID: 00370-9501121511

Functional Role: Attorney - Licensed I 0-3 yrs exp

Country: USA

State: CA

City: Palo Alto

Postal Code: 94301

Compensation: DOE

Requirements: Make the next move in your legal career! For confidential consideration please email your resume to or call (650)812-9790.