About the role
Role Overview Seeking a Senior Associate to support tax services focused on investment partnerships and mutual funds.
Collaborate with Tax Managers and Partners to manage client portfolios, plan engagements, and oversee compliance.
Perform audits of tax provisions, review working papers, and ensure adherence to firm policies.
Supervise associate staff on large, complex engagements, providing guidance and oversight.
Qualifications & Skills Minimum of three years' experience in public accounting with a focus on investment partnership or mutual fund tax.
Bachelor's degree, J.D., LL.M., or MST in taxation from an accredited institution.
Proficient knowledge of U.S. GAAP, accounting procedures, and partnership tax regulations.
Expertise in reviewing 1065 and 1120-RIC tax returns.
Strong communication, analytical, research, and interpersonal skills.
Ability to meet challenging client requirements and deliver high-quality service.
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