Tax Senior Associate, Private Equity
Core
Preparation and review of tax returns for Individuals, Partnerships, S and C-corporations, with a focus on Financial Services industry clients including Private Equity, Venture Capital, Hedge Funds, and Real Estate.
Role type
Senior tax associate (public accounting)
Builds
Tax compliance and planning frameworks for private equity and financial services clients
Domain
US Tax Law / Financial Services / Private Equity
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
US tax consulting/compliance, Subchapter K rules, tax return preparation, tax strategy development, client engagement research, practice strategy planning, talent mentoring
Preferred skills
CPA credential, Financial Services industry experience
Technologies
Tax software platforms
Responsibilities
Prepare and review tax returns for various entity types; Identify and research common tax issues; Develop tax strategies aligning with client goals; Support partner team in practice strategy and budgeting; Mentor key talent
Seniority
Mid-level IC (2+ years experience)