Senior Tax Associate, Financial Services

Responsibilities

• Support tax consulting and compliance services
• Prepare and review federal and state tax returns for partnerships and investment vehicles.
• Assist in analyzing financial products, transaction tax implications, and partnership allocations.
• Contribute to tax research, technical memos, and client deliverables.
• Collaborate with team members to ensure timely, accurate work while gaining exposure to complex financial products.
• Participate in engagement planning, workflow management, and process improvement initiatives.

• Bachelor’s in Accounting (Master’s or advanced tax degree preferred).
• CPA or progress toward CPA.
• 2–4 years of relevant tax experience, preferably within financial services.
• Foundational understanding of partnership taxation and flow‑through structures.
• Strong analytical, organizational, and communication skills.
• Interest in developing expertise around financial products and investment entities.

Demonstrates expertise in tax consulting and compliance, with a strong focus on federal and state tax returns for partnerships and investment vehicles. Proficient in analyzing financial products and partnership taxation, while effectively collaborating with team members to enhance workflow and process improvements.