Tax Attorney

Maloney + Novotny LLC
Cleveland, OH

Maloney + Novotny recognizes our employees as our most important asset. Selected as one of Accounting Today’s Best Accounting Firms to Work For and consistently named a Top Workplace by The Cleveland Plain Dealer, we are committed to investing in our people and providing the tools they need to succeed.


We offer:

• Competitive compensation, retirement, and incentive packages

• Personal and professional growth and development programs

• Opportunities for community involvement and participation in professional organizations


Our goal is to attract the best and brightest talent in the accounting industry and provide more than a job—we offer the opportunity to build a meaningful and rewarding career.


We are seeking a highly skilled and motivated Tax Attorney to join our growing team. This strategic role will primarily focus on M&A tax structuring, trust and estate planning and compliance, and a limited advisory role in in-house legal counsel matters. The ideal candidate will be a technical contributor with the ability to navigate complex tax issues while supporting our existing client base.


This position is based in our Downtown Cleveland, Ohio office.


Key Responsibilities include:


M&A Tax Structuring

• Provide expert guidance and analysis on M&A tax structuring, including asset versus stock sales, gross-ups, tax-free rollovers, and transaction-specific parameters.

• Support client-focused M&A activities by collaborating with internal teams and clients on the tax and accounting aspects of transactions.

• Serve as an integral contributor to the firm’s M&A tax expertise.

Trust & Estate Planning and Compliance

• Act as the firm’s lead technical advisor on complex estate, trust, and wealth transfer planning for business owners, high-net-worth individuals, and family offices.

• Oversee the firm’s trust tax compliance practice, including Forms 1041 and 5227.

• Experience with individual tax returns is helpful but not required.

Internal Consulting & Legal Support

• Provide tax consulting expertise to internal teams and existing clients.

• Offer legal guidance and support to the Managing Partner and Management Committee.

• Coordinate and collaborate with the firm’s outside legal counsel.

• Review and advise on contracts, including client engagement letters, vendor agreements, and business association agreements.


Qualifications

• Juris Doctor (JD) degree.

• Proven experience in M&A tax, with a strong understanding of tax structuring and related complexities.

• Experience with trust and estate tax compliance, including Form 1041 preparation and related document review.

• Five to seven (5–7+) years of relevant experience preferred; demonstrated skills and potential are valued over strict tenure requirements.

• Strong analytical and problem-solving capabilities.

• Ability and willingness to learn and adapt to additional areas of practice, such as benefit plans and executive compensation.

• Excellent written and verbal communication skills with a collaborative mindset.

Desired Attributes

• Deep technical expertise with the ability to contribute directly to client work and internal initiatives.

• Highly collaborative and effective across multidisciplinary teams.

• Flexible, intellectually curious, and committed to continuous learning and professional development.


Compensation

Market-driven compensation, with a typical base salary range of $150,000 to $200,000+, commensurate with experience and qualifications.


We are an Equal Opportunity Employer and do not discriminate based on any legally protected status under federal, state, or local law.

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