Tax Associate

• Transaction execution: review letters of intent, purchase agreements, prepare transaction maps
• Tax compliance: assist in the preparation of tax planning and disclosure documents
• Work with the outside accounting firm to ensure the tax filings are accurate and complete
• Audit management: draft IDR responses, manage statute of limitations filings, assist with IRS interviews and site visits, and research legal positions in the context of BBA partnership audits
• Appeals preparation and management: draft protests, plan for and participate in Appeals conferences
• Appraisal review: review property appraisals to ensure compliance with tax regs
• Litigation assistance and coordination: assist with strategy for litigation and work with outside counsel on legal issues
• FOIA: draft and review FOIA requests and productions
• Research and writing: research legal issues, write briefs, articles, and memoranda as needed

• 4-7 years of relevant experience
• CPA or JD or equivalent experience required
• Previous tax controversy experience preferred
• Experience with historic preservation easements, historic tax credits, and other Federal and state incentives preferred
• Proficiency with Microsoft Office software (Word, Excel, PowerPoint, Outlook, Sharepoint)
• Ability to leverage AI platforms (ChatGPT, Copilot, etc.) to streamline workflows, enhance decision-making, and drive innovation through automation and data-driven insights

Experience with historic preservation easements, historic tax credits, and other Federal and state incentives preferred