Tax Associate (JD Required)

Pease Bell, CPAs; Cleveland (OH); On-site; USD 90,000 - 120,000; Full time

Job summary

Pease Bell CPAs is seeking a Tax Associate to join our firm of accounting and tax professionals. This role focuses on research and analysis of tax consequences across contracts, estate planning, M&A, and shareholder agreements, with opportunities to draft related documents.

This position emphasizes legal research over tax return preparation, leveraging a JD and strong communication skills to support client-focused solutions and consulting initiatives.

Qualifications

• JD degree required to join our tax team.
• Strong research abilities for complex tax issues and analyses.
• Excellent verbal and written communication and problem-solving skills.

Responsibilities

• Conduct substantive legal research on federal, state, and local tax law.
• Analyze complex tax issues related to contracts, estate planning, M&A, and shareholder agreements.
• Draft documents and analyses supporting tax planning opportunities for clients.
• Collaborate with CPAs, attorneys, and other professionals on client engagements.
• Explain complex tax matters clearly to business leaders and non-legal stakeholders.
• Monitor changes in tax law and assess impact on client matters.

Skills

Taxation knowledge

Research abilities

Analytical thinking

Communication skills

Team player

Education

Juris Doctor (JD) degree

Job description

Join Pease Bell as a Tax Associate

Pease Bell is a fast-growing, mid-sized public accounting firm with more than 170 professionals and a national client base. With offices in Ohio (Cleveland and Akron), Florida, and New Jersey (Lakewood), we are proud to support businesses across a wide range of industries through our specialized service lines.

Consistently named a NorthCoast 99 Top Workplace for 17 years, Pease Bell offers the opportunity to do meaningful work in an environment that supports balanced, professional growth, and team collaboration.

About the Role

Pease Bell CPAs is looking for a JD to join our firm of accounting and tax professionals as a tax associate. This person will be a key member of our team, working directly with our Consulting group on complex tax issues and related projects. Projects and related work will include research and analysis of issues related to the tax consequences of contract issues, estate planning, M&A transactions, shareholder agreements, and tax planning opportunities, including drafting related documents.

Although our firm focuses on the key areas of a CPA practice, this position does not entail any work related directly to the preparation or review of tax returns.

Salary Range

$90-120K, commensurate with experience and qualifications.

What You'll Own

• Conduct substantive legal research on federal, state, and local tax legislation and regulations
• Analyze complex tax issues, including those related to contract matters, estate planning, M&A transactions, and shareholder agreements
• Draft documents and written analyses supporting tax planning opportunities and client-focused solutions
• Collaborate with CPAs, attorneys, and other professionals on client engagements
• Communicate complex technical tax matters clearly to operational business leaders and other non-legal stakeholders
• Monitor changes in tax law and assess their impact on client matters

What You Bring

• Juris Doctor (JD) degree
• Knowledge of taxation
• Exceptional verbal and written communication skills
• Strong research, analytical, and problem-solving skills
• Ability to present ideas in a clear and concise manner
• Self-motivated team player with a strong desire to contribute

Why Join Pease Bell?

• Committed to work-life balance with a collaborative, supportive team culture
• Competitive compensation and outstanding benefit programs
• Flexible work schedules
• Excellent career advancement with growth opportunities for motivated individuals
• Support for continuing education and professional certifications
• Recognition as a Top Workplace by NorthCoast 99 for 17 years and counting

At Pease Bell, your contributions matter, your goals are supported, and your success is celebrated.