Senior Tax Associate

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Senior Tax Associate
Duties: Will join the tax team. Will use expertise in taxation to provide compliance and consulting services to hedge funds, private equities, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies and other investment managers. With company, will get an opportunity to develop and pursue creative approaches to resolve client issues. Will be responsible for preparation of tax research, partnership work papers, allocations and tax returns; involvement in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions of funds; and preparation of transaction and brokerage account summary, K-1 analysis and detailed partner allocation schedules. Begin to learn how to assist with new business development, extended service and tax issue recognition for existing clients; develop, motivate, and train staff level team members; develop and sustain strong client relationships; keep up-to-date on current tax practices and changes in tax law; and provide industry knowledge and expertise.

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