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

• Support tax consulting and compliance services
• Prepare and review federal and state tax returns for partnerships and investment vehicles
• Absorb and analyze 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
• Participate 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

• 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

Skills

• Technical skills for tax consulting and compliance services
• Ability to prepare and review tax returns
• Proficiency in financial analysis and product evaluation
• Effective collaboration and communication skills
• Interest in and ability to develop expertise in financial products and investment entities

Benefits

Comprehensive benefits package including health insurance, retirement plans, and professional development opportunities. Equal opportunity employer.

Pay

$72,700.00 - $144,000.00 per year

Schedule

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.