Senior Associate, Financial Services Tax; SALT

Alvarez & Marsal (A&M) is a global consulting firm with entrepreneurial, action- and results-oriented professionals. We take a hands-on approach to solving our clients' problems and helping them reach their potential. A&M is different by design: we give people ownership and impact from day one, fuel development through real opportunity, and provide direct access to leaders who invest in our growth.

Our culture celebrates independent thinkers and doers who positively impact clients and shape our industry. Guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity, our collaborative, globally minded environment is why our people love working at A&M.

A&M’s Tax Financial Services team specializes in providing tax support to private equity firms, asset managers, private credit lenders, real estate funds, hedge funds and global banks.

Our professionals have extensive experience supporting asset managers in the compliance and reporting of complex financial instruments and transactions, with a focus on partnership tax, investor reporting (including K‑1/K‑2/K‑3), and multi‑jurisdictional filing requirements. We specialize in helping clients navigate evolving regulatory frameworks and manage tax compliance obligations across federal, state, and international regimes in a manner that is accurate, efficient, and aligned with investor expectations.

Our team is committed to delivering exceptional value to our clients by understanding their unique needs and providing tailored tax solutions. By joining us, you will contribute to achieving our goals of excellence and client satisfaction, making a tangible impact within the organization and the industry at large.

As a member of the Tax Financial Services team with a focus on asset management tax reporting, you will:

• Assist with the execution and review of complex tax compliance and reporting engagements, including partnership and corporate filings and multijurisdictional tax reporting
• Participate in special tax projects involving multi-tiered partnership and fund structures, including allocations, basis considerations, state partnership taxation, and structuring for tax efficiency
• Attend client calls and meetings to understand their business and their unique circumstances, apply tax technical knowledge to client issues, and identify opportunities to provide additional services
• Oversee the development of associates and interns on projects through formal and informal training and mentorship, and provide supportive and actionable feedback
• Build relationships across Tax and the rest of A&M
• Assist with new client proposals and engagement management tasks, including contracting, budgeting, managing staffing requirements, and monitoring financial performance

• Bachelor's degree in accounting
• At least 2 years of relevant experience in partnership tax compliance, with a focus on asset managers, fund of funds, or financial services clients at a Big 4 firm, Big Law firm, or similar firm
• CPA (or in the process of pursuing)
• Understanding of partnership tax concepts, including allocations, capital accounts, and federal and state K-1 reporting
• Strong communication, presentation, and project management skills, with an interest in supporting business development efforts
• Strong sense of personal motivation as well as the ability to work with a team
• Ability to work effectively in a dynamic environment with evolving timelines and competing priorities
• Experience with all Microsoft Office products, specifically Microsoft Excel

• Familiarity with tax compliance software (e.g., One Source, GoSystem, or…