Attorney or accountant for long term affiliation

TW Lewis & Co LLC; New York (NY); On-site; USD 135,000 - 250,000; Full time

Job summary

TW Lewis & Co LLC seeks an experienced attorney or accountant for a long-term affiliation, focusing on tax preparation and advisory. Ideal candidates will have significant experience, particularly in tax and trusts/estates, and will thrive in a solo or small firm environment. Compensation includes a share of realized revenue, and the role will evolve to include overflow work and client handling.

Benefits

Significant ongoing referrals of overflow work

Access to Bloomberg tax, Lexis legal, and CCH tax subscriptions

Qualifications

• Approximately 5-7+ years’ experience in tax and/or trusts and estates.
• Must be admitted to NY Bar and/or as NY CPA with decent experience.
• Strong business acumen and entrepreneurial spirit.

Responsibilities

• Handle tax preparation work and manage urgent projects.
• Support my firm with overflow work and maintain client relations.
• Option to assist in tax return preparation if interested.

Skills

Tax preparation

Tax advisory

Trusts and estates

Experience with legal matters

Business acumen

Education

Admitted to NY Bar

Licensed NY CPA

Job description

Attorney or accountant for long term affiliation

New York, NY

Attorney or accountant for long term affiliation

TW Lewis & Co LLC New York, NY

5 days ago Be among the first 25 applicants

Direct message the job poster from TW Lewis & Co LLC

Seeking attorney and/or accountant with approximately 5-7+ years’ experience in tax and/or trusts and estates for long term affiliation.Should currently want to be a solo or in a small to mid-size firm like mine for the long term.My practice has support staff, Bloomberg tax, Lexis legal and CCH tax subscriptions.

For an accountant, the primary area is our tax preparation work, which is part growing repeat annual clients and part large, urgent projects of amended or unfiled returns that need to be prepared in batches, from situations such as voluntary disclosures and divorce-related prior tax exposure resolution matters. An attorney can also work on tax return preparation if interested in doing so.

Must be admitted to NY Bar and/or as NY CPA with decent experience in some aspects of tax preparation, tax advisory, tax controversy or trusts/estates.

This is not an associate position with a traditional salary structure. Must be able to support yourself with work and have capacity to assist my firm as needed.A strong business acumen and entrepreneurial spirit will be important.

Offering a significant quantity of desirable ongoing referrals of a growing amount of overflow work to handle yourself in the area(s) in which you can handle on your own. In addition to the outright referrals, compensation will be 70-85% of realized revenue from your work done directly under my firm name from time to time.

Preferred that we operate out of the same office space eventually.This not a fully remote position.

Only if you have the required qualifications, please submit a resume or bio and a discussion of your interest in this position, work experience, nature of matters worked on, and client base to support yourself in addition to the work with my firm in 3 or 4 separate paragraphs to ensure you cover all topics in your response.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Contract

Job function

• Job function

  Legal

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