Associate, Financial Services Tax - Summer

Associate, Financial Services Tax

Start Season & Year:
Summer 2027

Earliest Graduation Date:
April 2027

Latest Graduation Date:
July 2027

Alvarez & Marsal (A&M) is aglobalconsultingfirm with entrepreneurial, action and results-oriented professionals. Wetake a hands-on approach to solving our clients' problems andassistingthem in reaching their potential. Our culture celebrates independent thinkers and doers who positivelyimpactour clients and shape our industry. The collaborative environment and engaging work guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity are why our people love working at A&M.

A&M’s Tax Financial Services team specializes in providing tax support to global banks, private equity firms, and hedge funds. Our professionals have significant experience in complex financial instruments, business transactions, specializing in structuring global business operations and navigating regulatory and tax requirements across jurisdictions. 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, you will:

Assist with the tax compliance process for partners' estimates, quarterly estimated extensions payments, extensions and annual compliance filings for pass through and corporate entities

Assist in research and analysis of a wide variety of tax issues

Participate in potential tax-planning and consulting projects

Attend client calls to understand critical areas of importance and apply tax technical knowledge to specific client situations

Assist with creating deliverables that are concise, complete and address the elements deemed critical by the client

Work as part of a multidisciplinary team and clearly communicate work plan, project objectives, and timelines

Seek out opportunities to understand others’ experiences, perspectives, and differences

Build internal relationships with other members of the Tax team

Bachelor’s degree in Accounting

Familiarity with state and local tax compliance requirements is preferred

CPA (or in the process of pursuing)

Excellent verbal and written communication skills including the ability to articulate complex information clearly and concisely

Excellent research, writing, and analytical skills

Experience with all Microsoft Office products (with an emphasis on Excel)

Ability to simultaneously work on several projects and effectively manage deadlines

High motivation to learn and grow

Detail-oriented and possess strong organizational skills

Must be authorized to work in the US without the need for employment-based sponsorship now or in the future. A&M will not sponsor applicants for US work visa status for this role

We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person’s unique professional and personaldevelopment. Our robust performance development process promotes continuous learning,rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.

We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The…