Financial Services Tax Senior
A Core Tax Services Senior Associate is responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential risks, preparing tax accrual workpapers and working with tax software applications to complete tax returns for review.
In this role, the Core Tax Services Senior Associate will act as the main client contact for general questions and information and may be charged with supervising and reviewing the work of Core Tax Services Associates.
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Responsibilities
- Review and prepare basic to complex investment partnership tax returns in the hedge funds, private equity, or venture fund industries.
- Knowledge of composite partnership tax returns a plus.
- Perform research and complete consulting projects.
- Interact directly with clients and their advisors.
- Communicate with supervisors, engagement team, and clients the status of projects.
- Assist with administrative responsibilities including billing, recruiting, attendance, and participation in CPE activities and training.
- Other duties as required.
Qualifications
Education :
- Bachelor's degree in Accounting or other relevant field required.
- Master's degree in Accounting beneficial; master's degree in taxation preferred.
Experience :
- Three (3) to five (5) years of prior experience.
- Experience with partnerships preferred.
- Prior basic supervisory experience preferred.
- Prior experience preparing and reviewing tax provisions preferred.
License / Certifications :
Passed CPA Exam preferred.
Software :
- Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat.
- Experience with tax research databases such as BNA and RIA.
- Proficient in all tax compliance process software including GoFileRoom, GoSystemRS, Caseware, BNA Depreciation Software, or comparable programs and standard tax workpapers.
Other Knowledge, Skills, Abilities :
- Solid verbal and written communication skills.
- Able to follow instructions as directed by members of the Tax Team.
- Able to prepare simple tax returns.
- Takes appropriate actions without being asked.
- Seeks advice of appropriate superiors regarding issues, problems related to compliance.
- Ability to effectively delegate work as needed.
- Trains other team members.
- Strong analytical, research, and critical thinking skills.
- Able to work well in a team environment.
Ideal Candidate
The ideal candidate will be coming from the Big 4, McGladrey, or Grant Thornton.
Additional Information
All your information will be kept confidential according to EEO guidelines.
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