Here’s a draft for your Tax Attorney Job Brief:
Overview: I am a U.S.-based trader relocating to Jordan, and I need the expertise of a tax attorney experienced in cross-border tax planning. The primary goal is to minimize both U.S. and Jordanian tax liabilities while ensuring full compliance with tax laws in both countries. This engagement will involve comprehensive tax strategies and guidance on U.S. expatriate tax obligations, foreign income management, and cross-border investments.

Key Areas of Expertise:

    U.S. Federal Tax Compliance: Navigating U.S. tax obligations as a U.S. citizen living abroad, including the Foreign Earned Income Exclusion (FEIE) and the Foreign Tax Credit (FTC).
    State Tax Residency: Advising on how to sever state tax residency ties, especially with high-tax states, to avoid unnecessary taxation.
    Investment Income & Capital Gains: Best practices for managing investment income, capital gains, and other financial assets while living abroad.
    U.S.-Jordan Tax Treaty: Analyzing the application of any relevant tax treaties between the U.S. and Jordan to avoid double taxation.
    Offshore Accounts & Tax Efficiency: Structuring offshore accounts, trusts, or other financial vehicles for optimal tax efficiency and compliance.
    Compliance with Filing Requirements: Guidance on FBAR (Foreign Bank Account Reporting), FATCA (Foreign Account Tax Compliance Act), and other regulatory filings related to foreign financial assets.

Qualifications:

    Strong knowledge of U.S. tax law and international tax treaties, with specific expertise in advising expatriates or cross-border traders.
    Proven experience in minimizing tax liabilities for U.S. citizens living abroad.
    Familiarity with Jordanian tax laws or experience working with clients residing in the Middle East.
    Expertise in managing investment portfolios and capital gains tax strategies for expats.
    Experience handling state tax residency and advising on severing ties with U.S. high-tax states.

Deliverables:

    Full assessment of U.S. federal tax obligations and strategies for minimizing tax liabilities.
    Clear guidance on how to sever state tax residency ties.
    Tax planning strategies for managing investment income and capital gains.
    Evaluation of potential tax treaty benefits and how they apply between the U.S. and Jordan.
    Structuring advice for offshore accounts, trusts, or other vehicles.
    Assistance with FBAR and FATCA filings and ensuring compliance with all relevant international reporting requirements.

Timeline: Please provide an estimate of how long you anticipate this project will take, including any necessary consultations, research, and delivery of tax strategies.

This draft outlines the critical components and expertise needed, focusing on cross-border tax planning for a U.S. expat. Let me know if you need any adjustments!