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.