Tax and Business Planning Associate

Porter Hedges LLP; Houston (TX); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Medical insurance

Dental and vision insurance

Life insurance

401(k) plan

Job summary

Porter Hedges LLP is seeking an Associate with 3+ years of experience in transactional tax and business planning to join our Corporate Practice Group in Houston. The role blends transaction tax planning with corporate/M&A work for middle-market clients, with an emphasis on structuring deals and tax outcomes.

The ideal candidate will have a JD and a Tax LL.M. is preferred, active Texas bar status, and proven ability to draft and negotiate complex documents while coordinating across teams to

Qualifications

• J.D. degree required.
• 3+ years of transactional tax and business planning experience.
• Active Texas bar admission or ability to waive in.

Responsibilities

• Structure transactions to achieve tax planning objectives for middle-market clients.
• Draft and negotiate transaction documents including governing documents and sale/purchase agreements.
• Stay current on federal, state, and local transaction tax developments; collaborate with other practice areas.

Skills

Analytical skills

Legal drafting

Corporate negotiation

Tax concepts

Education

J.D. degree required

Tax LL.M. preferred

Job description

We are seeking an Associate with 3+ years of experience with transactional tax and business planning matters to join our Corporate Practice Group. This unique role offers a split between transaction tax planning and corporate/M&A transactional work. A successful candidate will possess foundational knowledge of federal, state, and local transaction tax laws (including S corporations and tax partnerships), experience in planning and implementing corporate/M&A transactions, and a desire to integrate both types of work as a career path. A Tax LL.M. from a prominent program is preferred.

KEY RESPONSIBILITIES:

Transaction Tax Work

Work closely with partners to structure transactions (including company formations, joint ventures, the acquisition and disposition of companies and assets, restructurings, equity raises, debt transactions, and executive compensation arrangements) to achieve tax planning objectives principally for middle market companies and their owners, investors, lenders, and management teams, and in connection therewith:

• Research and analyze complex federal, state, and local transaction tax issues to determine actionable tax consequences from proposed transactions.
• Stay current on all relevant transaction tax developments.

Business Planning Work

Work closely with partners to plan and implement private transactions (principally in the middle market) to achieve planning objectives, including, for example, company and joint venture formations, asset purchase and sale transactions, equity purchase and sale transactions, merger and division transactions, other reorganization transactions, and executive compensation arrangements, and in connection therewith:

• Draft and help negotiate transaction documents, including governing documents, implementing resolutions, purchase and sale agreements, employment agreements, and other relevant items.
• Stay current on all relevant laws applicable to business planning matters.
• Collaborate closely with other practice areas to help ensure effective deal execution.

QUALIFICATIONS & SKILLS:

• Education: J.D. degree required. A Tax LL.M. is preferred.
• Experience: Minimum of 3 years of transactional tax and business planning experience combined in a law firm, accounting firm, and/or in-house corporate roles.
• Credentials: Active bar admission in good standing in Texas (or eligibility to waive in).
• Skills: Strong analytical, legal drafting, and corporate negotiation skills. Ability to explain complex tax concepts clearly to clients and internal deal teams.

COMPENSATION AND BENEFITS:

The level of pay within the range will depend on a variety of job-related factors that may include, but not limited to, qualifications, education, and relevant job experience. Robust benefits package including medical, dental, vision, and life insurance, telemedicine, well-being program, short- and long-term disability insurance, parental leave benefits, health savings account contributions (with applicable medical plan), and option to participate in the firm’s 401(k)/discretionary profit sharing plan after 30 days of service. Central downtown location and choice of Firm-paid garage parking or monthly METRO bus pass. Access to our building’s gym at no additional cost. Access to the building’s amenity floor, which includes virtual Topgolf, shuffleboard, pool table, and more.

Porter Hedges LLP is an Equal Opportunity Employer.