Tax Practice Assistant
Gilmore & Bell, P.C., one of the leading public finance law firms in the United States, is seeking a Tax Practice Assistant to join the team in our Kansas City office.
Gilmore & Bell, P.C., one of the leading public finance law firms in the United States, is seeking a Tax Practice Assistant to join the team in our Kansas City office. The Tax Practice Assistant will perform substantive, valuable work, and is critical to our client service mission.
Position Features:
- We offer a friendly, relaxed, and collaborative office environment which embraces the use of technology to deliver exceptional service to clients.
- We currently offer employees the flexibility to work in a hybrid work structure and provide the appropriate equipment to do so. Working in the office is expected more frequently while employees become familiar with the firm, learn new concepts, and meet new colleagues.
- Our Kansas City office is located in the vibrant Crown Center area close to shopping, restaurants, and bus/street car routes
- We offer a generous benefits package including 401(k) match, profit sharing, paid parental leave, and domestic partner coverage.
Responsibilities:
- Develop a fundamental understanding of the documents that are related to standard debt financing transactions, including bond indentures/resolutions/ordinances, loan agreements, official statements, and federal tax agreements.
- Develop a fundamental understanding of the Internal Revenue Code and Treasury Regulations that relate to debt financing transactions, including sections that relate to basic structure of tax-advantaged financings, bond yield, and arbitrage rebate and yield reduction concepts, and use restrictions related to tax-advantaged debt financed projects.
- Assist in the preparation of initial drafts of tax documents for transactions (for example, due diligence requests, and tax agreements and supporting exhibits).
- Track, update, and monitor financing transactions and other tasks for supervising attorneys.
- Review financing documents and prepare supporting documentation including debt service schedules and related computations, and a variety of other schedules (within Excel) with minimal oversight.
- Prepare initial drafts of certain tax forms (IRS Series 8038 Forms and IRS Form 990 – Schedule Ks).
- Assemble documents for signature and coordination of execution, if applicable, and track document delivery in an accurate and timely manner.
- Maintain and monitor files in an organized fashion using the firm’s document management system.
- Interact with clients and other Firm attorneys and staff in a professional and courteous manner by phone, email, or correspondence.
- Perform other clerical duties which may include scanning, scheduling, answering calls, composing routine correspondence, preparing Power Point presentations, and reading and routing incoming mail.
Requirements:
- Strong aptitude for math or business acumen.
- Desire to work in a transactional legal firm.
- High attention to detail and accuracy of work.
- Proven organizational and multi-tasking skills.
- Superior oral and written communication skills.
- Independent, action-oriented thinker with ability to successfully undertake and complete projects with limited supervision while working within a team environment.
- 4-year degree or equivalent combination of education and experience.
- Proficiency in MS Office applications: Word, Excel, Adobe Acrobat, Microsoft Outlook.
- Demonstrated interest in the legal or finance field.
To apply for this opportunity and start your career with our firm, please send a resume to jhain@gilmorebell.com. Please include a cover letter if there is additional information that would be helpful for us to know as we consider your qualifications.
Gilmore & Bell, P.C. is an equal opportunity employer and embraces the differences that make our employees unique. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.