Senior Associate, Global Tax

About Alvarez & Marsal

Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results‑oriented professionals in over 40 countries. We take a hands‑on approach to solving our clients’ problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our 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.

We are currently growing our Global Tax Incentives (GTI) practice. A&M’s GTI team helps identify overlooked opportunity areas across a range of industries where qualified credit activities exist and provides the tools needed to complete the complicated credit calculation. Our team of professionals assists clients in preparing and preserving the documentation required to support qualifying activities and departments. We are presently seeking a Senior Associate to join our national practice.

• Work with multi‑disciplinary teams to conduct R&D tax credit consulting services, including leading client interviews, writing technical memoranda, performing tax technical research, and developing quantitative work papers supporting amounts claimed.
• Assist on federal tax consulting services, including meals and entertainment, accounting method assessments, treatment of capitalized assets, and inventories.
• Communicate directly with client personnel, including operations, finance, accounting, and engineering.
• Assist in managing and implementing multiple projects simultaneously, coordinating client interviews, computations, analysis, data gathering and alignment of A&M and client resources.
• Perform engagement management activities including billing analysis, invoicing and engagement setup.
• Assist with tax research, responses to IRS inquiries, drafting IRS protest letters, and writing other technical memoranda as needed.
• Apply tax technical knowledge to specific client situations and industries.
• Attend client calls to understand critical areas of importance and apply technical knowledge to specific client situations.
• Assist with creating deliverables that are concise, complete and address the elements deemed critical by the client.
• Mentor Associates when they are supporting the same projects by delegating appropriate tasks, ensuring they complete tasks efficiently and sharing best practices.
• Seek out opportunities to understand others’ experiences, perspectives and differences.
• Build internal relationships with other members of the Federal Tax team and the greater A&M firm.

• Bachelor’s degree in accounting, finance, economics, or a STEM discipline.
• Advanced degree such as MPA, JD or LLM.
• CPA or Licensed Attorney (or in the process of pursuing).
• Excellent verbal and written communication skills and ability to articulate complex information clearly and concisely.
• Excellent research, writing, and analytical skills.
• Experience with Microsoft Office products (emphasis on Excel and spreadsheets).
• Ability to simultaneously work on several projects and effectively manage deadlines.
• High motivation to learn and grow.
• Detail‑oriented with strong organizational skills to excel in a deadline‑driven environment.
• Prior experience working on R&D tax credit engagements.

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 personal development. 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. Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings’ fringe benefits, including healthcare plans, flexible spending and savings…