Senior Tax Associate (Attorney)

Falcon Rappaport & Berkman LLP; New York (NY); Remote; USD 150,000 - 210,000; Full time

Job summary

Falcon Rappaport & Berkman PLLC (FRB) is a rapidly-growing law firm focused on an interdisciplinary approach to the practice of law. Our team is composed of thought leaders across a variety of practice areas, including some of the nation’s leading voices on taxation, web3, and a variety of other fields.

We bring together experts across all of our practice areas to achieve extraordinary results which would not be achievable at a more narrowly focused firm.

Qualifications

• At least five years of income tax experience at a law or accounting firm.
• Experience in real estate tax (1031 exchanges), trusts/estates, and pass-through taxation.
• Strong MS Office skills; Word, Excel, PowerPoint; mastery preferred.
• Authorship of IRS Circular 230-compliant tax opinions is strongly preferred.
• Direct client contact, project management, or supervision/training experience is preferred.
• Dual-licensed attorney/CPA is preferred.
• LL.M. in Taxation from NYU, Georgetown, Boston U. or Miami is preferred.
• Experience in 1031 exchanges, QOZ, estate/gift/GST, fiduciary income tax, cross-border tax, M&A is a plus.
• Clio experience is a plus.
• Fluency in non-English languages is a plus.

Responsibilities

• Heavy emphasis on tax research.
• Regular client contact and project management.
• Designing and structuring tax-efficient transactions (income, gift, estate, GST, and state/local).
• Composing client communications to explain complex tax matters.
• Drafting IRS Circular 230-compliant tax opinions.
• Supervising and training younger staff.
• Writing articles, preparing presentations, and marketing the firm's tax practice.

Skills

Tax research

Client contact

Project management

Staff supervision

Tax opinion writing

Real estate taxation

Trusts and estates taxation

Pass-through taxation

Dual-licensed attorney/CPA

Employee benefits taxation

Education

LL.M. in Taxation

Tools

Microsoft Office

Clio

Job description

This role is for a LICENSED ATTORNEY.

This is a Remote position.

Falcon Rappaport & Berkman PLLC (FRB) is a rapidly-growing law firm focused on an interdisciplinary approach to the practice of law. Our team is composed of thought leaders across a variety of practice areas, including some of the nation’s leading voices on taxation, web3, and a variety of other fields. We bring together experts across all of our practice areas to achieve extraordinary results which would not be achievable at a more narrowly focused firm. Respect, appreciation and quality of life come first and foremost. We care deeply about the people we bring into our firm and offer a unique emphasis on professional development. If desired, we train our attorneys on networking, marketing and business development. We will fund and support those efforts, and permit participation of our attorneys in entrepreneurial ventures when opportunities present themselves. We work collaboratively to drive client success. We are currently hiring an experienced associate or partner for our Long Island office to join the Tax practice group. This position is remote.

Responsibilities

• Heavy emphasis on tax research.
• Regular client contact and project management.
• Designing and structuring transactions to achieve income, gift, estate, GST, and state and local tax outcomes.
• Composing formal and informal client communications to assist in understanding complex tax matters.
• Drafting IRS Circular 230-compliant tax opinions.
• Supervising and training younger and less experienced staff.
• Writing short-form and long-form articles, compiling materials for presentations, and participating in marketing of the firm’s tax practice.

Qualifications

• Required: At least five years of experience at a law firm or accounting firm performing income tax work, with at least some experience in a combination of real estate taxation (Section 1031 exchanges especially), taxation of trusts/estates, and taxation of pass-thru entities
• Required: Familiarity with all aspects of Microsoft Office, with a particular emphasis on Word, Excel, and PowerPoint; mastery of Microsoft Office preferred
• Strongly Preferred: Authorship of an IRS Circular 230-compliant tax opinion
• Strongly Preferred: Demonstrable history of direct client contact, project management, or supervision and training of younger staff
• Preferred: Dual-licensed attorney/CPAs
• Preferred: Experience performing employee benefits taxation work
• Preferred: Master of Laws in Taxation from NYU, Georgetown, Boston U., or Miami
• Preferred: Experience in any of the following areas-- Section 1031 exchanges, Qualified Opportunity Zones, estate/gift/GST tax planning, fiduciary income tax, cross-border corporate tax, taxation of bankruptcy, or taxation of mergers and acquisitions
• Experience with Clio a plus
• Fluency in any language other than English a plus

Estimated annual salary for the role is $150K-$210K