CPA Senior Tax Associate

Job Summary

Supporting tax consulting and compliance services, the full-time Senior Tax Associate in Financial Services will prepare and review federal and state tax returns for partnerships and investment vehicles, assist with tax research, and collaborate with team members in a hybrid work environment.

Key responsibilities

• Prepare and review corporate and partnership tax returns while ensuring compliance with regulations
• Assist in analyzing financial products and transaction tax implications
• Contribute to tax research and technical memos for client deliverables

Required qualifications

• Bachelor's degree in Accounting (Master's or advanced tax degree preferred)
• CPA eligibility required; CPA license preferred
• 2-4 years of relevant tax experience, preferably in financial services
• Foundational understanding of partnership taxation and flow-through structures
• Interest in developing expertise in financial products and investment entities