Legal and Tax Associate

Job Overview:

A boutique law firm located in the Toledo, Ohio area is seeking Legal and Tax Associate Attorney to join its multidisciplinary practice. The firm delivers a combination of legal, tax, and accounting services to business clients, with a focus on efficiency, integrated strategy, and client-centric service. This is an excellent opportunity for professionals interested in working in a collaborative small firm environment while gaining exposure to both legal and financial matters.

Location:

• Toledo, OH

Duties:

• Provide legal and tax-related counsel to individual and business clients

• Assist in business formation, structuring, compliance, and regulatory matters

• Prepare legal documents and contracts relating to corporate, tax, and financial matters

• Conduct legal and tax research to support advisory services

• Collaborate with internal teams across legal, tax, and accounting disciplines

• Advise on tax planning strategies for individuals, pass-through entities, and corporations

• Assist with client communication, case tracking, and project management

• Support firm-wide initiatives to improve client service efficiency through the use of technology

Requirements:

• 1–5 years of experience in law, tax, or related professional services

• Background in business law, tax law, or financial compliance is preferred

• Prior experience in a multidisciplinary or client-service environment is a plus

• Ability to manage multiple client matters and meet deadlines

Education:

• Juris Doctor (J.D.), Master of Laws (LL.M. in Taxation), or relevant graduate-level tax/accounting education

Certifications:

• Admission to a state bar (Ohio preferred) for legal roles

• CPA or Enrolled Agent status is a plus for candidates with accounting/tax focus

Skills:

• Strong analytical, legal drafting, and problem-solving abilities

• Working knowledge of tax codes and business legal principles

• Excellent interpersonal and communication skills

• Technologically adept, with experience in modern legal/tax platforms

• Detail-oriented and capable of handling cross-functional work in a small firm environment

Benefits:

• Competitive compensation, commensurate with experience

• Free onsite parking

• No local city income tax

• Onsite gourmet coffee and chocolate bar

• Collaborative work environment with opportunities for cross-training in legal, tax, and accounting disciplines

This firm is located in Toledo, Ohio and has over 25 years of experience. This firm's practice areas include mergers and acquisitions, asset protection, business advising, tax exempt organizations, federal and state taxation, private foundations, estate and gift taxation, private foundations, estate planning/trusts, family legacy planning, lifetime gifting strategies, family limited partnerships, succession planning, business and individual taxation, physician and physician group consulting, and IRS representation. This firm's goal is to help each client reach his or her goal.