Tax and Business Planning Associate

Chadwick Nott Legal Recruitment; Houston (TX); Hybrid; USD 140,000 - 210,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Life and disability insurance

Parental leave benefits

Health savings account contributions

Retirement savings and profit-sharing

Job summary

Chadwick Nott Legal Recruitment represents a highly regarded law firm seeking an Associate with 3+ years of experience in transactional tax and business planning to join its Corporate Practice Group in Houston.

The role blends transaction tax planning with corporate/M&A work, requiring a strong foundation in federal, state, and local tax matters and experience structuring and executing corporate transactions. A Tax LL.M. is preferred.

Qualifications

• J.D. required.
• Tax LL.M. preferred.

Responsibilities

• Transaction Tax Planning: structure transactions to achieve tax objectives for middle-market clients.
• Corporate/Business Planning: handle private-company transactions, formations, and reorganizations.
• Drafting and negotiating transaction documents and related materials.
• Stay current on tax and business law developments.

Skills

Analytical thinking

Legal drafting

Negotiation skills

Project management

Education

J.D.

Tax LL.M.

Job description

A highly regarded law firm is seeking an Associate with 3+ years of experience in transactional tax and business planning matters to join its Corporate Practice Group.

This unique position offers a blend of transaction tax planning and corporate/M&A transactional work. The ideal candidate will have a solid foundation in federal, state, and local transaction tax matters, including S corporations and partnerships, along with experience planning and executing corporate transactions. This role is well suited for an attorney looking to build a practice that integrates both tax and corporate transactional work.

A Tax LL.M. from a respected program is preferred.

Key Responsibilities

Transaction Tax Planning

Work closely with partners to structure a variety of transactions to achieve tax planning objectives for middle-market businesses, owners, investors, lenders, and management teams, including:

• Business formations and restructuring transactions
• Joint ventures
• Acquisitions and dispositions of companies and assets
• Equity and debt financings
• Executive compensation arrangements

Additional responsibilities include:

• Researching and analyzing complex federal, state, and local tax issues arising from proposed transactions
• Advising on tax-efficient transaction structures
• Monitoring and staying current on relevant tax law developments

Corporate / Business Planning

Partner with clients and internal teams on private-company transactions, including:

• Company and joint venture formations
• Asset and equity purchase and sale transactions
• Mergers, divisions, and other reorganization transactions
• Executive compensation matters

Additional responsibilities include:

• Drafting and negotiating transaction documents, including governing documents, resolutions, purchase agreements, employment agreements, and related materials
• Staying current on legal developments affecting business planning and transactional matters
• Collaborating with attorneys across practice areas to ensure efficient execution of transactions

Qualifications

Education

• J.D. required
• Tax LL.M. preferred

Experience

• Minimum 3 years of combined transactional tax and business planning experience in a law firm, accounting firm, corporate legal department, or similar environment

Credentials

• Active bar admission in good standing in Texas or eligibility for admission through reciprocity/waiver

Skills

• Strong analytical and problem-solving abilities
• Excellent legal drafting and negotiation skills
• Ability to communicate complex tax concepts clearly to clients and transaction teams
• Strong attention to detail and project management capabilities

Compensation will be commensurate with experience, qualifications, and market factors.

The firm offers a competitive benefits package that may include:

• Medical, dental, and vision insurance
• Life and disability insurance
• Parental leave benefits
• Health savings account contributions (where applicable)
• Retirement savings and profit-sharing opportunities
• Wellness and employee assistance programs
• Hybrid or remote work flexibility, subject to firm policies