Senior Associate Tax - Financial Service Sector

Position Responsibilities:

Responsible for preparing complex Financial Service sector tax returns, including hedge funds, private equity firms, broker-dealers, investment managers, HNW, family office.
Prepare and review tax workpapers, schedule K-1s/K-3s, tax estimates, and tax filings related to funds and holding investment companies (including but not limited to extensions, forms 1065, 1120, 1120-F, 8865, 8886, 8621, 5471, 1042, PFIC Statements, FBARs, etc.)
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.
Respond to inquiries from the IRS and other tax authorities.
Utilize tax preparation software to prepare, review and process returns.
Interact with managers, partners and clients.

Qualifications:

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.
Strong research, writing and analytical skills.
Overall planning and problem-solving experience. Excellent interpersonal, verbal and written communication skills.
Strong Microsoft Office Suite skills.
Knowledge of tax software, preferably CCH Axcess.
Ability to work additional hours as needed to meet client deliverables.
Amenable to a hybrid work arrangement (2 days onsite and 3 days WFH), with full-time onsite work required during the first 2 months.
Amenable to working on a midshift schedule (3pm-12mn PHT)