Associate, Financial Services Tax - Summer 2027

About the role

Alvarez & Marsal (A&M) is a global consulting firm with entrepreneurial, action and results-oriented professionals. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are why our people love working at A&M.

The Team A&M’s Tax Financial Services team specializes in providing tax support to global banks, private equity firms, and hedge funds. Our professionals have significant experience in complex financial instruments, business transactions, specializing in structuring global business operations and navigating regulatory and tax requirements across jurisdictions. Our team is committed to delivering exceptional value to our clients by understanding their unique needs and providing tailored tax solutions. By joining us, you will contribute to achieving our goals of excellence and client satisfaction, making a tangible impact within the organization and the industry at large.

Responsibilities

• Assist with the tax compliance process for partners' estimates, quarterly estimated extensions payments, extensions and annual compliance filings for pass through and corporate entities
• Assist in research and analysis of a wide variety of tax issues
• Participate in potential tax-planning and consulting projects
• Attend client calls to understand critical areas of importance and apply tax technical knowledge to specific client situations
• Assist with creating deliverables that are concise, complete and address the elements deemed critical by the client
• Work as part of a multidisciplinary team and clearly communicate work plan, project objectives, and timelines
• Seek out opportunities to understand others’ experiences, perspectives, and differences
• Build internal relationships with other members of the Tax team

Qualifications

• Bachelor’s degree in Accounting
• Familiarity with state and local tax compliance requirements is preferred
• CPA (or in the process of pursuing)
• Excellent verbal and written communication skills including the ability to articulate complex information clearly and concisely
• Excellent research, writing, and analytical skills
• Experience with all Microsoft Office products (with an emphasis on Excel)
• Ability to simultaneously work on several projects and effectively manage deadlines
• High motivation to learn and grow