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Firm Information: Underwood & Roberts, PLLC is a unique law firm that provides a wide range of tax, estate, legal and business services for high-net-worth families and owners of closely held businesses throughout the world. 

Job Description: Long term committed team leader and member of the firm’s estate department that will research, plan, implement, draft, and communicate with the client high level planning and estate documents. Attorney will work in a team environment with the firm’s attorneys and CPAs to provide the top level service and product to the Firm’s long term clients. 

Qualifications: 

• Significant experience working on sophisticated estate planning and estate administration matters and estate tax planning. o Position will be modified for a best fit for Attorney with 5+ years’ experience or Attorney with 10-20+ years’ experience.
• Minimum of Law Degree with LLM preferred
• Significant experience drafting wills and trusts.
• Outstanding organizational skills
• Long term commitment to the Position and the Firm
• Polished and professional with positive client-oriented attitude and desire to have direct interaction with clients
• Focused-Ability to manage and prioritize multiple tasks and deadlines
• Strong computer skills (Microsoft Word, Excel, PowerPoint, Outlook)
• Excellent interpersonal skills with a willingness to produce work, work with other team members, and lead the team.
• Light Trust accounting knowledge
• Some financial, accounting, or business background is a plus but not required 

Responsibilities: 

• Team Leader – willing, eager, proactive member and leader. Estate project management.
• Estate Planning – researching and implementing estate plans for families of significant wealth. Applying rules governing estate, gift, GST and income taxation of trusts and estates
• Develop relationships with client families that will have continuous interaction over years and generations.
• Drafting, editing, assembling, and executing Estate Documents
• Gift and Estate Tax Return Preparation / Review
• Light trust accounting 

Compensation: Compensation package includes Salary and Bonuses above industry norm, Health & Dental insurance, SEP IRA, flexible PTO, minimal work from home. 

Location: Position is for our Raleigh NC office. 

Underwood & Roberts, PLLC is seeking motivated professionals with 2-5 years tax compliance experience in individual, partnership, corporate, and fiduciary federal and state tax returns for high net-worth families and closely held-businesses.

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Position Description:

• Prepare individual, partnership, S corp, C corp, fiduciary, and non-profit income tax returns and extensions for a diverse client base.
• Prepare and review personal property tax returns, payroll tax returns, estimated tax payments, depreciation schedules
• Analyze client prepared financial statements in order to be able to prepare an accurate tax return. Booking adjusting journal entries.
• Research and resolve federal and state income tax, sales tax, and payroll tax issues.
• Respond and resolve client tax notices from IRS and state agencies.
• Work with peers to research and solve tax issues and to further understand tax laws.
• Direct client responsibility and communication dependent upon experience.

Desired Skills and Experience:

• CPA, Enrolled Agent, or significant tax compliance experience
• Bachelor’s degree preferred but not required if significant experience.
• 2-5 years minimum experience in tax compliance.
• Proficient in MS Excel, Quickbooks
• Lacerte software – knowledge a plus but not required
• Strong interpersonal / communication skills and desire collaborate/interact with peers
• Ability to manage multiple clients/projects/deadlines efficiently

Compensation/Benefits and Work Schedule:

• Total compensation package in the top of the industry
• Salary and Bonuses based on meeting and exceeding billable goals.
• SEP IRA retirement contributions
• Highest quality medical and dental insurance plans
• Flexible vacation / sick /personal leave policies
• Dress for your day policy
• Work from Home – some work from home days available in non-tax season for seasoned employees
• Spring and Fall Tax Season – 55-60 hour work week , weekend hours required
• Off Season – 40 hour work week with tons of flexibility on short days, days off, balance to offset tax season.

Underwood & Roberts, PLLC is seeking motivated professionals with 5-10 years tax compliance experience in individual, partnership, corporate, and fiduciary federal and state tax returns for high net-worth families and closely held-businesses. Underwood & Roberts, PLLC is a premier boutique firm that provides our clients with legal, accounting, tax, and business consultation services from the inception of the client’s businesses through the transition to the next generation or a buy-out of the business. Our tax consultants are involved in every aspect of the client services we provide and therefore create lasting and deep relationships with the clients and gain vast knowledge across many subject areas and industries.

Apply For Position Below

Position Description:

• Prepare and review individual, partnership, S corp, C corp, fiduciary, and non-profit income tax returns and extensions for a diverse client base. Federal and Multi-state.
• Prepare sales and income tax nexus studies for multi-state clients.
• Direct client responsibility and communication.
• Tax Planning. Including but not limited to working with attorneys in the office structure client’s businesses in a tax efficient manner and assist in implementing structure.
• Research and resolve federal and state income tax, sales tax, and payroll tax issues.
• Respond and resolve client tax notices from IRS and state agencies.
• Work with peers to research and solve tax issues and to further understand tax laws.
• Prepare and review personal property tax returns, payroll tax returns, estimated tax payments, depreciation schedules
• Analyze client prepared financial statements in order to be able to prepare an accurate tax return. Booking adjusting journal entries.

Desired Skills and Experience:

• CPA, Enrolled Agent, or significant tax compliance experience
• Bachelor’s degree preferred but not required if significant experience.
• 5-10 years minimum experience in tax compliance.
• Proficient in MS Excel, Quickbooks
• Lacerte software – knowledge a plus but not required
• Strong interpersonal / communication skills and desire collaborate/interact with peers and clients.
• Ability to build and maintain client relationships.
• Ability to manage multiple clients/projects/deadlines efficiently.
• Detail oriented. Organized. Self-Motivated.

Compensation/Benefits and Work Schedule:

• Total compensation package in the top of the industry
• Salary and Bonuses based on meeting and exceeding billable goals.
• SEP IRA retirement contributions
• Highest quality medical and dental insurance plans
• Flexible vacation / sick /personal leave policies
• Dress for your day policy
• Work from Home – some work from home days available in non-tax season for seasoned employees
• Spring and Fall Tax Season – 55-60 hour work week , weekend hours required
• Off Season – 40 hour work week with tons of flexibility on short days, days off, balance to offset tax season.

Underwood & Roberts, PLLC is seeking motivated professionals with 10+ years tax compliance experience in individual, partnership, corporate, and fiduciary federal and state tax returns for high net-worth families and closely held-businesses. Underwood & Roberts, PLLC is a premier boutique firm that provides our clients with legal, accounting, tax, and business consultation services from the inception of the client’s businesses through the transition to the next generation or a buy-out of the business. Our tax professionals are involved in every aspect of the client services we provide and therefore create lasting and deep relationships with the clients and gain vast knowledge across many subject areas and industries.

Apply For Position Below

Position Description:

• Prepare and review individual, partnership, S corp, C corp, fiduciary, and non-profit income tax returns and extensions for a diverse client base. Federal and Multi-state.
• Complete responsibility for managing client relationships
• Willing to be on top of new technical issues, research and assist the other tax consultants in their technical understanding.
• Tax Planning. Including but not limited to working with attorneys in the office to structure client’s businesses in a tax efficient manner and assist in implementing structure.
• Research and resolve federal and state income tax, sales tax, and payroll tax issues.
• Respond and resolve client tax notices from IRS and state agencies.
• Work with peers to research and solve tax issues and to further understand tax laws.
• Prepare and review personal property tax returns, payroll tax returns, estimated tax payments, depreciation schedules
• Analyze client prepared financial statements in order to be able to prepare an accurate tax return. Booking adjusting journal entries.

Desired Skills and Experience:

• CPA, Enrolled Agent, or significant tax compliance experience
• Bachelor’s degree
• 10+ years minimum experience in tax compliance.
• Proficient in MS Excel, Quickbooks
• Lacerte software – knowledge a plus but not required
• Strong interpersonal / communication skills and desire collaborate/interact with peers and clients.
• Ability to build and maintain client relationships.
• Ability to manage multiple clients/projects/deadlines efficiently.
• Detail oriented. Organized. Self-Motivated.

Compensation/Benefits and Work Schedule:

• Total compensation package in the top of the industry
• Salary and Bonuses based on meeting and exceeding billable goals.
• SEP IRA retirement contributions
• Highest quality medical and dental insurance plans
• Flexible vacation / sick /personal leave policies
• Dress for your day policy
• Work from Home – some work from home days available in non-tax season for seasoned employees
• Spring and Fall Tax Season – 55–60-hour work week, weekend hours required
• Off Season – 40-hour work week with tons of flexibility on short days, days off, balance to offset tax season.
• Compensated for billable hours exceeding required hours.

Apply For Position Below
Firm Information: Underwood & Roberts, PLLC is a unique law firm that provides a wide range of tax, estate, legal and business services for high-net-worth families and owners of closely held businesses throughout the world.

Job Description: Administrative Assistant that will assist any member of the firm in a variety of tasks and projects. Administrative Assistant will work in a team environment with the firm’s partners and employees to provide the top level service and product to the Firm’s long term clients.

Qualifications:

• 3+ years of experience in business / legal / office administrative work.
• Undergraduate degree and/or significant experience
• Outstanding organizational skills
• Long term commitment to the Position and the Firm
• Focused-Ability to manage and prioritize multiple tasks and deadlines
• Strong computer skills (Microsoft Word, Excel, PowerPoint, Outlook)
• Excellent interpersonal skills
• Experience with drafting memos & documents
• Some financial, accounting, or business background is a plus but not required
• Eager to learn and grow in the position
• Dependable, detail-oriented, motivated, and well organized.
• Notary public or willingness to attain notary public

Responsibilities:

• Legal Assistant
  • Assisting Firm attorneys with processing of documents according the Firms’ procedures including printing, copying, filing of documents.
  • Assisting Firm attorneys with correspondence.
  • Assist/Edit/ varying types of paperwork & forms.
  • Copies/filing/binding/mailing documents
  • Calendar and monitor key dates and deadlines.
• Office Administrative Assistant
  • Create, organize, and maintain files for projects according to the Firm’s established procedures
  • Filing /Copying/Printing
• Light family office services
  • Bank reconciliations
  • excel spreadsheet tracking
  • receiving and processing mail
  • Some bill-pay and light bookkeeping
• Tax Administrative Assistant duties
  • Copying, binding, scanning large tax projects
  • Assisting tax consultants during tax season with administrative tasks
  • copies, light excel spreadsheet work
• Maintain polite and professional communication via phone, e-mail, and mail
• Willing and eager to do anything and everything in support of the Partners and employees of the firm.

Compensation: Compensation package includes Salary and Bonuses above industry norm, Health & Dental insurance, SEP IRA, flexible PTO, minimal work from home. Compensation will vary depending on experience.

Location: Position is for our Raleigh NC office.