Senior Tax Strategist (Remote Option)

Falcon Rappaport & Berkman LLP; Town of Hempstead (NY); Hybrid; USD 150,000 - 210,000; Full time

Job summary

Falcon Rappaport & Berkman PLLC (FRB) is seeking an experienced associate or partner for its Long Island Tax practice. This role offers remote optional work and opportunities to lead complex tax engagements.

Ideal candidates will have extensive tax research expertise, strong client-facing project management skills, and a record of supervising junior staff. LL.M. in Taxation or Dual CPA/Attorney credentials are preferred.

Qualifications

• Five+ years of experience at a law firm or accounting firm performing income tax work.
• Familiarity with all aspects of Microsoft Office, with emphasis on Word, Excel and PowerPoint; mastery preferred.
• Authorship of an IRS Circular 230-compliant tax opinion (strongly preferred).
• Demonstrated history of direct client contact, project management, or supervision/training of junior staff (strongly preferred).
• Dual-licensed attorney/CPA preferred.

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 explain complex tax matters.
• Drafting IRS Circular 230-compliant tax opinions.
• Supervising and training younger staff.
• Writing short-form and long-form articles and assisting in marketing the tax practice.

Skills

Tax research

Client communications

Project management

Supervising staff

Education

Juris Doctor (JD)

LL.M. in Taxation (preferred)

Tools

Microsoft Office (Word, Excel, PowerPoint)

Clio

Job description

Falcon Rappaport & Berkman PLLC (FRB) is seeking an experienced associate or partner for its Long Island Tax practice. This role offers remote optional work and opportunities to lead complex tax engagements.

Ideal candidates will have extensive tax research expertise, strong client-facing project management skills, and a record of supervising junior staff. LL.M. in Taxation or Dual CPA/Attorney credentials are preferred.