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Public Finance Tax Attorney
The candidate will be conducting tax-related due diligence to support the tax exemption or other tax advantage of municipal bonds; drafting tax-related closing certifications and agreements; advising attorneys and clients regarding tax-favored structuring of municipal debt financings; assisting attorneys and clients with arbitrage rebate compliance; representing clients in examinations of bond issues by the Internal Revenue Service; providing ad...
The candidate work on evaluating clients and prospects in terms of their financial needs, current portfolio holdings, available investment capital, and help retirement plan participants identify their investment and savings needs and objectives. Meeting with clients and prospects via phone calls, conference calls, webinars, educational meetings, and face to face meetings for initial and on-going consultations. Completing an overview of the client’s or p...