Tax Attorney and CPA

Job Description

Job Description

Our Firms:

Our Florida based Tax Law and CPA firms are seeking a dynamic and business development-oriented Associate Tax Attorney and CPA to become a key member of our team! You will work directly with the senior partner to represent ultra-high net worth clients in all forms of income tax and multi-generational estate and gift tax planning. Two to five years of specific experience in these areas is REQUIRED. You will be responsible for complex legal drafting and research and writing in the areas of inter vivos/lifetime estate, gift and generation skipping tax planning, and many forms of income tax planning. We provide services throughout the US to both successful closely held businesses and their owners and families, so you must be well versed in all aspects of both business and personal income tax planning.

You will also be responsible for entity formation, state registrations, and regulatory compliance related to corporate and partnership law. You will be establishing and maintaining our clients' partnerships, corporations, not for profits, trusts, and other legal entities. Florida Bar membership is required, or you must have the ability to obtain such licensure within one year.

Through our partner's separate CPA firm, we also provide financial accounting and bookkeeping, tax compliance services, and annual income tax planning. A strong preference will be given to a candidate who is a CPA or has an impressive financial background, including experience with financial modeling and projections using a variety of income tax and estate tax planning software applications. Our team utilizes these skill sets in virtually every client engagement, so this is also a requirement.

Opportunities for growth are significant, including the possibility of leading or owning this sophisticated tax practice in a few years. An associate Tax Attorney candidate who is highly motivated to develop new business, using multiple channels of their own as well as the extensive contacts and resources of the senior partner, will be given preference. Please emphasize your abilities and interest in developing business in your cover letter. A short-term path to partnership and ownership is also possible through these efforts.

Compensation listed is a Base/Draw and can be significantly higher with a portable book of business and more experience, as well work that results from your own revenue generating business development efforts. Significant bonuses and additional compensation will be earned in this position as a result of your direct success in generating new business and client development. In addition, our Tax Attorney Associates can generate additional revenue streams and personal compensation from services provided through affiliates outside of our CPA and law firms.

Responsibilities and What You Will Do:

• Represent clients alongside the senior Tax Managing Partner by providing sophisticated income tax planning, and estate and gift and generation skipping tax planning.
• Prepare wills, trusts, and estate planning documents of all types. Prior drafting experience in this area is REQUIRED.
• Prepare and draft documents related to the formation and funding of corporate, partnership, trust, and charitable entities.
• Draft numerous other legal documents on behalf of clients. Creativity in legal drafting is required.
• Experience with private placement securities offerings (Reg. D) is highly desirable. Please emphasize this in your cover letter if you have such skill sets. Our firm creates many customized tax planning offerings, and we work with many sophisticated third parties in designing and delivering such solutions to wealthy clients through the US.
• Actively participate in client meetings. The ability to be able to travel up to 25% of the time is required.
• Prepare all materials for future client meetings and work with a paralegal and other team members on a daily basis.
• Prepare financial projections and planning illustrations using income tax and estate tax planning software.
• Advise clients on business and legal transactions.
• Negotiate and coordinate with the Internal Revenue Service in connection with examinations and procedural matters, as well as tax controversy. Although tax controversy is not a major portion of our practice, prior experience in working with taxing authorities is strongly preferred.
• Comply with all legal standards and regulations.
• Perform administrative and management functions related to the practice of law.
• Utilize CPA and/or financial skills to assist with tax planning projects.
• Implement and learn fund administration and creation of new tax strategies, along with managing distribution of such bespoke solutions to clients.
• Significant tax research and writing skills are required. Demonstration of these skill sets is required.
• Provide assistance to the Managing Partner in new client acquisition, business development, and marketing.

​​Qualifications:

• Previous experience in a tax law practice for a minimum of two years is required. Ideally, you would have up to five years in a diversified tax and business law firm. If you have a business law background like this, at least two of those years of this experience must be related strictly to tax planning and consulting.
• Broad based income tax planning for both businesses and families is required.
• Significant estate planning experience is required and must be demonstrated.
• Demonstrated broad legal drafting expertise.
• Demonstrated research and writing skills, including familiarity with all tax research software.
• Strong analytical and problem-solving skills, including familiarity with financial modeling tools.
• Florida Bar licensure is required (or eligibility within one year).
• CPA designation is highly desirable and will be given strong preference among candidates for this position.
• Requirement to live in the Tampa Bay area.
• Comfortable working in a hybrid work environment. This will initially be 100% remote but will transition to the requirement to spend up to two to three days in an office environment per week.
• Ability to travel up to 25% of the time throughout the US, for client and business development related matters.
• Ability to build rapport with clients.
• Excellent written and verbal communication skills.
• Demonstrated desire and motivation to develop new business in the areas of tax law, CPA services, and related wealth preservation and enhancement businesses.
• Demonstrated desire and motivation to assist the Managing Partner in developing and implementing new sophisticated income tax and estate tax planning strategies.

Company DescriptionWe are a very sophisticated boutique tax consulting practice. We provide both income tax and inter vivos estate and gift tax planning to ultra-high net worth clientele. We do not provide any tax compliance, probate, trust administration or litigation services, as this is strictly a tax consulting firm.

All members of our team work directly with the Managing Partner. They also work directly with our highly successful business-owning clients and their families, as well as "C Suite" executives.

We also collaborate and often jointly serve clients alongside numerous professional advisors throughout the US, each of which also serve the ultra-high net worth market. These include RIAs and asset management firms, smaller CPA and law firms, top level insurance advisors, investment bankers and other merger and acquisition firms, and valuation specialists.

We are a business development focused firm that provides "white glove" service to our clientele. Our team members relish developing cutting edge tax strategies in both the income tax and estate planning fields, and we are truly one of the premier boutique firms of this type in the United States.

This opportunity would be ideal for a business development-oriented Associate Tax Attorney that wishes to build their own legacy. We provide lucrative compensation opportunities well beyond the draw/base salary, based entirely on your successes in developing clients and project opportunities. This is not a position for an associate who wants to be handed 100% of your tasks and workflow. Rather, entrepreneurship and business development is a hallmark of our practice. Much of our compensation model is built on this strategy and it has worked very well. This is a great opportunity to build your tax law and CPA practice side by side with a senior level tax partner who has built and led multiple national and regional tax and wealth planning practices.

Company Description

We are a very sophisticated boutique tax consulting practice. We provide both income tax and inter vivos estate and gift tax planning to ultra-high net worth clientele. We do not provide any tax compliance, probate, trust administration or litigation services, as this is strictly a tax consulting firm. \r\n\r\nAll members of our team work directly with the Managing Partner. They also work directly with our highly successful business-owning clients and their families, as well as "C Suite" executives. \r\n\r\nWe also collaborate and often jointly serve clients alongside numerous professional advisors throughout the US, each of which also serve the ultra-high net worth market. These include RIAs and asset management firms, smaller CPA and law firms, top level insurance advisors, investment bankers and other merger and acquisition firms, and valuation specialists. \r\n\r\nWe are a business development focused firm that provides "white glove" service to our clientele. Our team members relish developing cutting edge tax strategies in both the income tax and estate planning fields, and we are truly one of the premier boutique firms of this type in the United States.\r\n\r\nThis opportunity would be ideal for a business development-oriented Associate Tax Attorney that wishes to build their own legacy. We provide lucrative compensation opportunities well beyond the draw/base salary, based entirely on your successes in developing clients and project opportunities. This is not a position for an associate who wants to be handed 100% of your tasks and workflow. Rather, entrepreneurship and business development is a hallmark of our practice. Much of our compensation model is built on this strategy and it has worked very well. This is a great opportunity to build your tax law and CPA practice side by side with a senior level tax partner who has built and led multiple national and regional tax and wealth planning practices.