Senior Tax Associate, Financial Services

About the role

This role is in the compliance practice and involves assisting on large projects. Strong technical skills are essential.

Responsibilities

• Tax consulting includes performing tax research and working with clients on tax matters as well as planning and implementing special projects.
• Preparation and review of federal and state tax returns for partnerships and investment vehicles.
• Analyzing financial products, transaction tax implications, and partnership allocations.
• Contribute to tax research, technical memos, and client deliverables.
• Collaborate with team members to ensure timely, accurate work while gaining exposure to complex financial products.
• Engage in engagement planning, workflow management, and process improvement initiatives.

Requirements

• Bachelor’s in Accounting (Master’s or advanced tax degree preferred).
• CPA or progress toward CPA.
• 2–4 years of relevant tax experience, preferably within financial services.
• Foundational understanding of partnership taxation and flow-through structures.
• Strong analytical, organizational, and communication skills.
• Interest in developing expertise around financial products and investment entities.

Qualifications

• Passionate about building a meaningful and rewarding career.
• Willingness to embrace diversity and foster a culture of inclusion.
• Ability to work independently and collaboratively in a dynamic environment.
• Commitment to ethical behavior and integrity.

Skills

• Technical proficiency in tax law and regulations.
• Strong problem-solving and critical thinking skills.
• Excellent written and verbal communication skills.
• Ability to manage multiple tasks and prioritize effectively.

Benefits

At Crowe, we offer a comprehensive benefits package designed to support your well-being and career growth. This includes:

• Health insurance plans.
• Dental and vision coverage.
• Paid time off and holidays.
• Flexible spending accounts.
• Retirement savings plans.
• Professional development opportunities.
• Employee wellness programs.

Pay

The salary range for this role is $72,700.00 - $144,000.00 per year.

Schedule

This role follows a hybrid work model for candidates located near a Crowe office. Remote work arrangements may be considered for candidates not within commuting distance of a Crowe office, subject to business needs.