Senior Associate Tax Financial Sector
7 days ago
We are seeking a Senior Tax Associate to join our Financial Services team. As a member of our team, you will be responsible for providing expert tax services to clients in the financial services sector.
Your Responsibilities
- Prepare and review complex financial service sector tax returns.
- Perform research, analysis, and write up work in connection with planning memoranda, tax issue resolution, and tax opinions.
- Assist with federal, state, and local tax notices resolutions, estimates tax payments, applications for EINs/form 8832 check-the-box elections, and Forms W-9s/W-8s.
- Research and consult on various tax engagements.
Requirements
- Bachelor's degree in Accounting from an accredited college/university required; MST is a plus.
- Minimum 3-5 years of progressive tax compliance experience in a CPA or law firm servicing financial services clients required.
- CPA license or EA designation a plus.
- Working knowledge and/or experience with tax compliance for partnership and HNW/family office entities required.
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