Senior Associate - State and Local Tax - Asset Management
Core
Provide state and local income and franchise tax compliance and consulting services to asset management and financial services clients.
Role type
Senior Associate, State and Local Tax (SALT)
Builds
Multistate tax returns, workpapers, calculations, and partner or investor reporting
Domain
Asset Management and Financial Services
Required skills
State and local tax compliance, Nexus analysis, Apportionment and sourcing, Partnership taxation, Withholding, Composite filings, Pass-through entity taxes, Multistate compliance, Client relationship management, Technical analysis
Preferred skills
CPA license, EA, Licensed attorney with state Bar
Technologies
Tax research tools, Multistate tax software
Responsibilities
Prepare and review multistate tax returns, Research and analyze state tax matters including nexus and apportionment, Communicate with clients and engagement teams, Prepare technical analyses and client deliverables, Manage assigned projects and deadlines, Provide guidance to associates
Seniority
Senior, hands-on IC with mentorship