Tax Strategy Attorney

Overview

An organization is seeking an experienced Tax Strategy Attorney to assist small to mid-sized businesses and individuals in navigating complex tax regulations and developing long-term tax planning strategies. This role involves advising clients on their tax obligations and helping them minimize tax liabilities through effective planning.

Responsibilities

• Research tax issues to ensure client compliance
• Provide advice and consultation on 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 tax obligations
• Review proposed legislation impacting client taxes
• Stay current on all tax laws
• Prepare or competently review clients' business and personal tax returns

Note: This position focuses on tax strategy and advisory services, not tax controversy or compliance enforcement.

Requirements

• Licensed attorney with 5 to 8 years of experience specializing in tax strategy
• Strong relationship-building skills and ability to explain complex tax concepts clearly to clients

Preferred Qualifications

• Certified Public Accountant (CPA) designation or strong accounting background

Compensation & Benefits

• Annual earning potential of $275,000
• Manage approximately 65 clients
• Initial client meetings typically last 2 to 3 hours, followed by monthly 1-hour meetings
• Expected client engagement totals approximately 12 hours per year per client

Location

Details regarding the work location were not specified.