Tax Attorney (cpa firm)

Professional Accounting and Legal Services firm seek a Tax Attorney with 5 or more years of experience preferred in the following areas: federal and state tax controversy, tax settlement negotiations, administrative and judicial appeals experience, foreign tax, estate, gift and trust expertise, document drafting, and estate administration.

Responsibilities:

• Drafting and review of wills, contracts, and other legal documents from a tax and business perspective
• Provide advice to clients on how to solve or settle issues with IRS and become tax compliant
• Advise clients on a full spectrum of individual, partnership, or corporate tax services including planning, research, or other mergers and acquisition activities
• Conduct legal research on various issues
• Prepare or review tax returns for clients and business entities with complex needs
• Maintain active communication with clients to manage expectations, ensure satisfaction, make sure deadlines are met, and lead change efforts effectively.
• Work as a part of a multi-disciplinary team that focuses on delivering due diligence and tax structuring services, and communicates findings and opportunities to clients

Qualifications:

• Attorney admitted to a State Bar
• 3 plus years’ experience in the tax or legal field, with focus on tax matters
• Prior experience in legal research in state & federal tax matters
• Organized and mindful of both deadlines and budgets
• Highly proficient in Microsoft Office Suite, including Adobe and PDF management/manipulation
• Strong comprehension and communication skills, both written and oral
• Strong analytical skills
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The following skills and experience are desired, but not required:

• Experience working for the IRS, state tax agency, judge, or an attorney general’s office
• Tax Litigation Experience
• Preparation of individual tax returns
• QuickBooks experience