Job summary
Job post source
This job is directly from Exemplar Companies, PBC
Job overview
The Tax Attorney role at Exemplar Companies, PBC involves providing advanced tax strategy and planning services to high-net-worth individuals and business owners, impacting client wealth maximization and liability minimization.
Responsibilities and impact
The Tax Attorney will conduct advanced tax research and planning, develop financial models, lead tax planning meetings, support clients in IRS audits, advise on tax compliance, collaborate with internal teams for process improvements, mentor junior staff, and ensure timely client communication and deadline management.
Compensation and benefits
The position offers competitive compensation with performance incentives and flexible work options including remote or hybrid arrangements.
Experience and skills
Candidates need 5+ years as a practicing attorney, JD and bar license, deep knowledge of tax regulations, experience with high-net-worth tax planning, proficiency in tax and legal software, and strong analytical and communication skills; preferred qualifications include LLM or CPA, international tax experience, and estate planning expertise.
Career development
The role offers growth and leadership opportunities within an elite tax law team, fostering professional development and collaboration with top CPAs and financial advisors.
Work environment and culture
Exemplar Law promotes a flexible work environment with remote or hybrid options, focusing on cutting-edge tax strategy and collaboration among expert teams.
Company information
Exemplar Companies, PBC is a firm blending legal, tax, and financial expertise to provide proactive tax solutions for high-net-worth individuals and business owners, emphasizing innovative tax strategy beyond compliance.
Team overview
The candidate will join a team of tax and accounting professionals, collaborating closely with CPAs, financial advisors, and tax strategists in a high-profile client service environment.
Job location and travel
The job offers flexible work arrangements including remote or hybrid options, accommodating various geographic locations.
Application process
Applicants must submit an application, undergo an initial screening interview, complete a technical case study assessment, participate in a final interview with firm leadership, and then proceed to offer and onboarding.
Unique job features
This role is distinguished by its focus on innovative tax strategy, use of advanced financial modeling and tax software, and opportunities to work with sophisticated, high-profile clients.
Company overview
Exemplar Companies, PBC is a unique professional services firm that integrates legal, tax, accounting, and business strategy services under one roof, catering primarily to entrepreneurs and small to medium-sized enterprises. The company generates revenue by offering a comprehensive suite of services that streamline business operations and enhance client profitability, leveraging a team of multidisciplinary experts. Founded with a mission to revolutionize the way professional services are delivered, Exemplar emphasizes a holistic approach and values-driven business practices, distinguishing itself through its commitment to social responsibility as a Public Benefit Corporation.
How to land this job
Position your resume to showcase your deep expertise in federal and state tax regulations, emphasizing your experience with high-net-worth individuals and business owners in tax planning and IRS audit support.
Highlight your proficiency with tax and legal software platforms such as CCH, ProSystem, Thomson Reuters Checkpoint Edge, and your ability to develop financial models and conduct advanced tax research.
Apply through multiple channels including Exemplar Companies, PBC's corporate careers page, LinkedIn job postings, and other reputable job boards to maximize your application visibility.
Connect with professionals in Exemplar's Tax and Accounting division on LinkedIn; use ice breakers like commenting on recent tax law changes, asking about their approach to innovative tax strategies, or inquiring how they collaborate with financial advisors.
Optimize your resume for ATS by incorporating keywords from the job description such as 'tax planning,' 'IRS audits,' 'financial modeling,' 'tax compliance,' and specific software names to ensure your resume passes initial automated screenings.
Leverage Jennie Johnson's Power Apply feature to automate tailored applications, identify multiple application portals, and find LinkedIn connections to network with, freeing you to focus on preparing for interviews and case studies.
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