Tax Senior Associate
The Third Group
Job Description
Job Description
Position Summary
The Tax Senior will be responsible for preparing and reviewing tax returns and supporting tax planning engagements for financial services clients, including banks, broker-dealers, investment advisors, private funds, and insurance companies. This role requires strong technical tax knowledge, the ability to manage multiple engagements, and the ability to review and mentor staff-level associates.
Key Responsibilities
- Prepare and review federal, state, and local tax returns for financial services clients, including corporations, partnerships, and pass-through entities
- Support tax compliance and planning engagements for banks, asset managers, private funds, broker-dealers, and insurance companies
- Prepare and review partnership allocations, including waterfall calculations and capital account maintenance for private fund clients, if applicable
- Research and document technical tax issues specific to the financial services industry, preparing memoranda and supporting documentation
- Assist with tax provision preparation and review (ASC 740) for financial services clients
- Coordinate with clients to gather information necessary for tax return preparation and respond to client inquiries
- Review the work of Tax Staff, providing coaching, technical guidance, and feedback
- Identify tax planning opportunities and technical issues, communicating findings to managers and clients
- Assist with responses to IRS and state tax notices and audits
- Monitor changes in tax law affecting financial services clients and assess potential impact on client engagements
- Manage time and priorities across multiple client engagements to meet deadlines
- Support business development efforts by identifying additional service opportunities for existing clients
Qualifications
- Bachelor's degree in Accounting or related field required; Master's in Taxation a plus
- CPA or actively pursuing CPA required
- 2-4+ years of progressive tax experience, ideally with exposure to financial services clients within public accounting
- Strong technical knowledge of federal and state tax compliance for corporations, partnerships, and pass-through entities
- Exposure to partnership taxation, including allocations and capital accounts, preferred
- Familiarity with tax issues specific to banking, asset management, broker-dealers, private funds, or insurance a plus
- Strong research, writing, and analytical skills
- Proficiency with tax research software (BNA, CCH, Checkpoint) and tax preparation software (GoSystem, CCH Axcess, or similar)
- Strong organizational skills and ability to manage multiple deadlines simultaneously
Preferred Attributes
- Big 4 or national/regional public accounting firm background
- Experience with private fund taxation, including hedge funds, private equity funds, or fund of funds
- Interest in developing a specialization within the financial services tax practice
- Strong communication skills and ability to build client relationships
Vacancy posted 6 days ago
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