Attorney

Position Overview

This position works closely with attorneys and financial professionals to provide advice to clients and their advisors regarding gift, estate, generation-skipping transfer (GST), and income tax issues, as well as fiduciary accounting matters.

Qualifications

• Minimum of 5 years of tax experience in a professional services environment, or a Master of Taxation with a demonstrated interest in building a long-term career in this area
• CPA license required
• Knowledge of, or willingness to learn, individual income tax, fiduciary income tax, gift tax, estate tax, and generation-skipping transfer tax
• Familiarity with fiduciary accounting, partnership taxation, and S corporation taxation preferred
• Experience with tax research and writing
• Ability to prepare balance sheets, cash flow projections, and estate tax projections
• Strong analytical and problem-solving skills
• Ability to stay current on tax laws and regulatory changes
• Strong organizational skills with exceptional attention to detail
• Ability to manage multiple priorities and meet deadlines
• Team-oriented with excellent interpersonal and communication skills
• Advanced proficiency in Microsoft Excel
• Working knowledge of Microsoft Word and Adobe Acrobat
• Ability to learn and utilize firm software and systems effectively

Key Responsibilities

• Consult with attorneys, financial professionals, clients, and advisors on a wide range of gift, estate, trust, GST, and income tax matters, including planning, estate administration, and compliance
• Coordinate multiple projects and ensure timely completion with minimal supervision
• Collaborate closely with a team of professionals, including attorneys, tax professionals, and support staff
• Communicate directly with clients' outside CPAs, family offices, and other advisors
• Research and analyze tax issues related to estates, trusts, gifts, and income taxation
• Prepare balance sheets, cash flow analyses, and financial projections to support estate and wealth transfer planning strategies
• Prepare and review gift tax, estate tax, fiduciary income tax returns, and fiduciary accountings
• Review appraisals for hard-to-value assets used in gift and estate tax reporting
• Maintain required billable hour expectations
• Stay informed on changes in tax law and related developments

Additional Expectations

• Work effectively in a collaborative, team-focused environment
• Contribute to firm initiatives, committees, and professional development activities
• Demonstrate a commitment to client service and high-quality work product
• Manage workload efficiently while maintaining accuracy and responsiveness to client needs.