Jobs · Finance · New York

Senior Associate - Alternative Investments

Live Well Homecare · New York, NY · 1 mo ago
FinanceFull-time

Role Overview

The Senior Associate supports Tax Managers and Partners in managing client portfolios within the Business Tax Services practice.

Key Responsibilities

  • Assist with engagement planning and job administration
  • Monitor progress and communicate with management on engagement and client issues
  • Audit tax provisions and review working papers to ensure accuracy and compliance
  • Execute compliance tasks with minimal supervision
  • Supervise associate staff on large, complex engagements when needed

Qualifications & Skills

  • At least three years of investment partnership and/or mutual fund tax experience in public accounting
  • Bachelor's degree, J.D., LL.M., or MST in taxation from an accredited institution
  • Strong knowledge of U.S. GAAP, partnership tax regulations, and accounting procedures
  • Proven ability to review 1065 and 1120-RIC tax returns
  • Excellent communication, analytical, interpersonal, and research skills

Key Focus

Deliver high-quality tax services, support client requirements, and contribute to a collaborative, innovative team environment.

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