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Experience may have been gained in work such as: Evaluating income assets, equity and credit to collect delinquent payments; Investigating or tracing financial transactions such as a real estate broker or insurance broker; Establishing or operating a small business that included administering a budget, defining operating procedures and understanding tax consequences of business actions; Dealing with the effects of various legal instruments such as leases, wills, deeds, and trusts.
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Experience drafting, preparing, and reviewing estate tax returns, gift tax returns, and trust income tax returns is preferred. San Diego office of a BCG Attorney Search Top Ranked Law Firm seeks a trusts and estates attorney with 5+ years of demonstrated and focused trusts and estates experience.
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Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services.
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Strong working knowledge of broad-based statutory income tax compliance and consulting including state and local income taxes, taxation of international activity, and transfer pricing.
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Be a thought leader by staying abreast of significant changes or developments (e.g., taxation and tax law, estate planning, retirement planning, regulatory, legal, charitable giving, insurance and technical) within the fields of investments, insurance and financial services at large.
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8+ years of progressive federal income tax consulting experience (large law firm, large accounting firm, or IRS preferred) Draft Firm-wide alerts on current developments in federal income tax.
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Experience applying tax law with appropriate software [e.g., Report Generation Software (RGS), Bureau of National Affairs Corporate Tax Analyzer (BNA)] , analyzing individual, business, and corporation tax returns (e.g., 1040, 1120, 1120S, 940, 941) and all relevant schedules, and reading and analyzing transcripts of account [e.g., Integrated Data Retrieval System (IDRS)] to compute income adjustments and prepare statements of account.
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Responsible for research and analysis of various federal income tax issues, including partnerships, S corporations, C corporations, timing issues and accounting methods, digital assets, and other matters.
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Advise clients on income tax treaty planning opportunities arising from inbound and outbound cross-border investing and trading activities. Knowledge of a broad range of international and domestic tax law provisions.
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Monitor legislative and regulatory tax law developments, communicate the effects of these developments to management and the tax team and create strategies to capitalize on changes to taxation legislation.
$95,000 - $115,000 a yearFull-timeRemoteExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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The ideal candidate will have transactional tax experience dealing with fund formation, Section 892 investors, real estate, income tax treaties, and cross border transactions. Direct and applicable AmLaw 100 law firm or SEC experience.
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Reviews and analyzes Revenue Agent (Examiner), Appeals Officer, and Counsel Attorney instructions, reports, case files, and support statements and interprets tax law court decisions and legal opinions to determine and prepare accurate computations for the most demanding and complex Appeals cases.
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