Overview
This role involves advising small to mid-sized businesses and individuals on proactive tax strategy and planning. The focus is on helping clients understand their tax obligations, reduce their tax burden, and plan confidently for the future. This position is not related to tax controversy or compliance enforcement but centers on strategic tax advice.
Responsibilities
- Research tax issues and ensure clients remain tax compliant
- Advise and consult clients on various taxation matters
- Collaborate closely with clients to prepare for tax-related issues and future planning affecting both business and personal finances
- Develop strategies to reduce clients' tax obligations
- Review proposed legislation impacting clients' taxes
- Stay current on all relevant tax laws
- Prepare or competently review clients' business and personal tax returns
Requirements
- Licensed attorney with 5 to 8 years of focused experience in tax strategy
- Strong relationship-building skills with a genuine interest in working with business owners
- Ability to explain complex tax concepts in clear, plain language
- CPA certification or a strong accounting background is preferred
Compensation & Benefits
- Annual earning potential of $275,000
- Compensation is based on managing a book of approximately 65 clients
- Each client relationship begins with a 2 to 3 hour onboarding meeting, followed by about one hour per month
- Expected client engagement totals approximately 12 hours per year per client
- The practice emphasizes depth of client relationships over volume, offering a manageable workload
Location
Not specified