Tax Attorney

Edgar Law Group, LLP — a respected tax law firm in San Jose — is seeking an accomplished Tax Attorney to join our growing team. This is a unique opportunity to lead sophisticated federal and state controversy matters for high-net-worth individuals, closely held businesses, and nonprofits, while partnering on proactive tax planning that reduces risk and advances client goals.

Responsibilities

• Represent clients before the IRS and California taxing authorities across all stages of controversy, including examinations, Appeals, and U.S. Tax Court.
• Handle complex dispute resolution matters such as audit defense, appeals, Collection Due Process (CDP) hearings, Trust Fund Recovery Penalty cases, Offers in Compromise (OIC), installment agreements, penalty abatements, and passport / levy releases.
• Advise on sensitive areas including employment tax, ERC audits, international reporting (FBAR / Forms 3520 / 5471 / 5472 / 8938), and high-dollar civil penalty exposure.
• Coordinate with our Legal & Tax Teams on entity structuring, basis and loss limitation issues, reasonable compensation, and tax-efficient exit strategies to prevent repeat controversy.
• Draft persuasive protest letters, position memos, and closing agreements; develop documentation strategies that withstand IRS scrutiny.
• Work closely with the Managing Partner (an attorney-CPA) and a tight-knit legal team in a boutique environment that values precision, integrity, and proactive problem-solving.

Key Focus Areas

Qualifications