Tax Counsel, Research and Planning Job at AMD (Austin)

Counsel – Tax, Trusts & Estates / Business Owner Advisory

Porzio, Bromberg & Newman, P.C. is seeking a full-time Counsel to join our expan...

Location

United States

Salary:

Not provided

Porzio, Bromberg & Newman, P.C.

Expiration Date

Until further notice

Requirements

Minimum of 6 years of experience in trusts and estates, tax planning, and business succession matters
Demonstrated ability to design and execute sophisticated strategies for high-net-worth families and business owners
LL.M. in Taxation required
Admission to practice in New Jersey required
Outstanding research, writing, and client communication skills
Ability to work independently and manage significant client responsibility
Required Experience: LL.M. in Taxation
Demonstrated ability to research, design, and implement tax strategies (income, estate, gift, GST), particularly for business owners
Drafting and funding advanced estate planning strategies, including related corporate documents (Operating Agreements, Buy-Sell Agreements, equity transfers)
Sell-side M&A advisory experience, including structuring, due diligence, and integrating transactions into estate and tax planning

Job Responsibility

Estate Planning for Families: Design and implement advanced strategies using revocable and irrevocable trusts (IDGTs, SLATs, GRATs, CRTs, dynasty trusts, non-grantor trusts)
Advise on tax-efficient transfers involving estate, gift, and GST taxes
Develop asset protection and beneficiary-controlled trust structures
Provide guidance for blended families, special needs planning, and high-net-worth families
Business Planning & Succession: Structure entities (LLC, S-corp, C-corp) for tax and liability efficiency
Draft and negotiate buy-sell agreements, liquidity planning, and exit strategies
Advise on governance for closely held businesses
Integrate business succession with estate planning
Support seller-side M&A strategy and transactions
Tax Strategy: Advise on federal and state estate, gift, income, and GST tax matters

What we offer

Medical, Dental, and Vision insurance
401(k) retirement plan with employer matching
Individual and Dependent Life Insurance
Short- and Long-Term Disability
Paid Time Off
Paid Holidays
Employee Assistance Programs

Fulltime

Estate Planning & Trust Attorney

Are you an experienced Estate Planning Attorney looking to join a highly respect...

Location

United States , Greensboro

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Licensed attorney in the state with active bar membership
Proven experience in estate planning, wills, and trusts
Strong background in probate and estate administration
Experience advising on wealth preservation and succession planning
Knowledge of probate litigation and related processes
Excellent communication and client-facing skills
Ability to conduct thorough legal research and draft high-quality legal documents

Job Responsibility

Develop customized estate plans, including wills, trusts, and wealth preservation strategies
Advise clients on business succession planning and asset protection
Represent clients in probate proceedings and estate administration matters
Draft and review estate planning documents with precision and care
Counsel clients on tax implications and financial considerations
Guide families through asset distribution and dispute resolution
Stay current on developments in estate, probate, and trust law
Build and maintain strong, long-term client relationships through exceptional service

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Tax Manager

Terrific opportunity for a Tax Manager looking to join a small, regional firm wi...

Location

United States , Parsippany

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Degree in accounting
CPA required (may consider parts passed with intention to complete)
Minimum 5 years' recent experience preparing and filing tax returns for HNW individuals and corporations
Strong communication skills - experienced with interacting with clients

Job Responsibility

Prepare and review a mix of partnership, corporate, fiduciary, and individual tax returns
Work on tax planning
Support partners with tax research
Counsel on technical tax matters
Advise/handle client's tax notices

What we offer

Medical, vision, dental, and life and disability insurance
401(k) plan

Estate Planning Associate

Robert Half Legal is recruiting an Estate Planning Associate for a successful tr...

Location

United States , San Francisco

Salary:

150000.00 - 220000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

3+ years of estate planning and trust administration experience
Candidate with experience preparing complicated estates and trusts (e.g., GRATs, CRUTs, QTIPs, etc.) for high net worth clients is ideal
Preference (but not required) for LL.M in taxation, or good knowledge of generation skipping
Must be interested in and capable of preparing income tax returns, such as estate and gift tax returns (Forms 706 & 709)
Smart, intellectually curious about estate planning issues, able to work at a fast pace on a large caseload, and enjoy working directly with clients
Active State Bar membership required
At least 3 years of practice experience in trust & estate planning and probate law
Demonstrated ability to draft and edit legal documents with precision and strong attention to detail
Working knowledge of probate procedures, estate administration, deeds, and real estate transfer documentation
Familiarity with tax issues affecting estates, trusts, or income tax return preparation

Job Responsibility

Wealth planning and tax preparation
preparing complicated estates and trusts for high net worth clients
preparing income tax returns, such as estate and gift tax returns (Forms 706 & 709)
working directly with clients
drafting and editing legal documents with precision and strong attention to detail
counseling clients effectively and managing multiple matters

What we offer

Base salary
great health benefits
up to 4 weeks PTO
401k with 3% contribution upon hire (10% contribution in 2nd year)
annual raises
discretionary bonuses

Fulltime

General Counsel

We're seeking a sharp, proactive and a US bar holder General Counsel to strength...

Location

United States

Salary:

220000.00 USD / Year

Puffy

Expiration Date

Until further notice

Requirements

JD from an accredited law school
barred in at least one U.S. jurisdiction
5–10 years of legal experience, ideally a mix of law firm and in-house roles
Demonstrated ability to manage multiple outside counsel relationships simultaneously
Comfort operating as a sole legal resource with no legal team to lean on
AI fluency: actively uses AI tools (Claude, ChatGPT, or equivalent) for legal research, drafting, and risk identification — this will be tested during the interview process
Proven track record of proactively identifying legal risks that were not assigned
Comfort working across multiple international jurisdictions and coordinating cross-border legal work
Independent judgment — you act on what you see, not what you're told to look at

Job Responsibility

Proactively audit all consumer-facing legal surfaces: checkout flows, terms of service, arbitration clauses, pricing compliance, FTC endorsement guidelines, and applicable state consumer protection statutes
Monitor the DTC regulatory landscape and flag changes that could create business exposure
Coordinate with outside counsel on potential litigation, consumer disputes, and regulatory inquiries
Review and manage commercial contracts including retail partnerships, vendor agreements, and affiliate terms
Support due diligence processes and corporate transactions as needed
Ensure ongoing legal compliance across all business operations
identify gaps before they become liabilities
Review and negotiate hedge fund subscription agreements, side letters, and LP terms before capital deployment
Manage custody documentation and bank relationships
ensure counterparty instructions, authorized signatories, and transfer protocols are current and enforced

What we offer

Up to 10% bonus
Learning Budget up to $5000 annual budget for courses and certifications
10% Bonus (monthly performance)
Health First: top-tier medical insurance
Ahead with AI
Leaders Club membership opportunity
Annual salary review every January
Quarterly feedback
Commitment to diversity and inclusion
State-of-the-art tech and tools

Fulltime

Vp, Controller

We are looking for an accomplished VP, Controller to oversee accounting operatio...

Location

United States , San Diego

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

10+ years of progressive accounting and finance experience, including at least 5 years in a controller or senior controllership leadership capacity.
Strong foundation in public accounting with significant experience in financial reporting, compliance, and technical accounting research.
Active or inactive CPA designation required.
Demonstrated ability to lead accounting organizations in complex business settings while driving accountability and consistent execution.
Advanced knowledge of consolidated reporting, internal controls, regulatory requirements, and tax coordination.
Proven success implementing or enhancing financial processes, reporting frameworks, and supporting systems.
Excellent analytical, problem-solving, and communication skills, with the ability to translate strategy into operational action.

Job Responsibility

Direct daily accounting and controllership activities for the parent company and its subsidiaries, ensuring accurate reporting and reliable financial operations.
Lead divisional controllers and shared support teams across accounting, tax, financial reporting, and selected corporate functions to align execution with business goals.
Oversee the preparation of quarterly consolidated financial statements and ensure compliance with all applicable reporting requirements and accounting standards.
Act as the organization’s primary technical accounting resource by developing position papers and guidance on complex matters such as acquisitions, revenue recognition, credit losses, fair value, and newly issued standards.
Strengthen financial governance by refining policies, procedures, and internal controls, including the adoption of improved systems and automation where appropriate.
Manage the planning and coordination of internal and external audits, annual financial statement reviews, and tax provision and return processes with outside advisors.
Provide oversight for equity transactions and stock-based compensation accounting to support accurate treatment and disclosure.
Build productive relationships with external stakeholders, including auditors, legal counsel, banking partners, investors, analysts, and board-level contacts.
Prepare materials and deliver reporting updates for the audit committee, supporting clear communication on financial results, compliance, and key accounting matters.

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Tax Director or Manager

We are looking for an experienced Tax Director or Manager to oversee corporate t...

Location

United States , Rockwall, Texas

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Certified Public Accountant (CPA) designation with extensive tax expertise
At least 15 years of experience in corporate tax planning and compliance
Strong knowledge of tax treatment for complex assets, including intellectual property, planes, and boats
Proficiency in tax software such as ATX and compliance systems
Comprehensive understanding of corporate, franchise, individual, and payroll tax regulations
Proven ability to conduct detailed tax research and develop actionable strategies
Experience preparing annual income tax provisions and managing audits
Strategic thinker capable of working effectively in a fast-paced, multi-entity environment

Job Responsibility

Prepare and file tax returns for various entities, including corporate entities, affiliated companies, and individual owners
Develop and implement creative and aggressive tax strategies to maximize financial efficiency
Collaborate with General Counsel on matters involving tax implications and legal compliance
Provide expertise in handling tax-related aspects of unique asset classes such as aircraft, marine equipment, intellectual property, and self-insurance structures
Oversee financial statement preparation and ensure accuracy across multiple entities
Conduct audits for general ledger accounts, workers’ compensation, and other compliance requirements
Manage filings for sales tax, franchise tax, and other regulatory obligations
Offer strategic guidance on auto leasing operations and associated tax treatments
Ensure compliance with tax laws and regulations while identifying opportunities for process improvements
Partner with leadership to align tax strategies with organizational goals

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan
free online training

Corporate Counsel

Our client is operating at the intersection of automotive retail, fintech, and t...

Location

United States , New York; California

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 5 years of legal experience with a strong focus on automotive regulatory compliance, preferably in-house or within a relevant industry
In-depth knowledge of motor vehicle dealer licensing requirements across multiple states, including titling and registration workflows
Familiarity with regulatory frameworks governing finance and insurance products
Proven ability to advise in highly regulated states and manage interactions with state regulators and agencies
Expertise in brokering regulations, money transmission licensing, and compliance frameworks
Proficiency in leveraging AI tools for legal research, drafting, and decision-making
Strong written and verbal communication skills to simplify complex legal concepts for business stakeholders
J.D. from an accredited U.S. law school and active licensure to practice law in at least one state

Job Responsibility

Develop and oversee a multi-state compliance strategy for automotive regulations, including dealer licensing and permitting requirements
Provide legal counsel to leadership on new products such as finance and insurance offerings, as well as expansion into new markets
Represent the company in discussions with regulators, state agencies, and licensing bodies, ensuring effective advocacy
Collaborate with external counsel on intricate legal matters while independently managing routine and day-to-day issues
Identify and address compliance risks proactively during product development and internal planning sessions
Maintain and manage dealer licensure requirements, ensuring all obligations are met
Establish scalable legal processes and frameworks to support future growth and the expansion of the legal department
Offer guidance on sales and tax implications for automotive transactions across state lines
Utilize AI tools to enhance legal research, drafting, and operational efficiency

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

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