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.
• Prepare and review federal and state tax returns for partnerships and investment vehicles.
• 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

• Passionate about shaping the future of the industry.
• Committed to ethical behavior and integrity.
• Willing to grow and develop professionally.

Skills

• Technical proficiency in tax consulting and compliance services.
• Strong analytical and problem-solving skills.
• Excellent communication and collaboration abilities.
• Ability to manage multiple tasks and deadlines.

Benefits

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

• Flexible work arrangements to balance work and life.
• Continuous learning and development opportunities.
• Competitive compensation and benefits packages.
• Health, dental, and vision insurance.
• Retirement savings plans.
• Employee assistance programs.
• Professional development resources.

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.