In-House
New York City, NY
Attorney in New York City, NY
Non-practicing Attorney
2-4 yrs required
No
Job Title: Tax Senior Associate - Financial Services
Job Responsibilities:
The Tax Senior Associate in the Financial Services division is responsible for providing tax compliance and advisory services specifically for investment partnerships and related management entities. This role involves working as part of a multi-disciplinary team to deliver financial service knowledge and experience while building and managing client relationships. Key responsibilities include preparing allocation schedules, Schedules K-1, Forms 1065, and other related schedules. The role requires a thorough understanding of the tax implications associated with financial products and working knowledge of alternative investment vehicles and structures, such as hedge funds and private equity funds.
Education and Experience Information:
Candidates for the Tax Senior Associate position are required to have a Bachelor’s degree in Accounting or a Bachelor's degree, ., . in Taxation, and/or a Master's in Taxation (MST) from an accredited college or university. The position requires a CPA candidate, with a preference for those who have already obtained their CPA certification. Applicants should have 2 to 4+ years of experience in investment partnership tax, specifically including the preparation of allocation schedules, Schedules K-1, Forms 1065, and other related schedules. Additionally, candidates should possess a team orientation and strong interpersonal skills.
Salary Information:
The estimated compensation range for the Tax Senior Associate position in the California and New York Metropolitan areas is between $90,000 and $130,000. Actual compensation will depend on a variety of factors, including experience, skills, certifications, and geographical location. In addition to competitive salary packages, the company offers health benefits, including medical, dental, vision, disability, and life insurance, along with a 401(k) plan. Employees also receive flexible scheduled time off (STO), a minimum of 56 hours of sick and safe leave, 11 holidays, and 2 scheduled recharge days. The company supports continuous learning and development through in-house CPE and a comprehensive internal learning program that focuses on technical improvement, practice development, management/leadership training, and whole-life growth.
The company emphasizes a balanced approach to high development and high performance to align with the long-term goals of individuals, teams, and the organization. The company values diversity and inclusion, fostering a safe and inclusive work environment that celebrates individual strengths, backgrounds, and working styles through visibility, progression, advocacy, and support. The company is an equal opportunity employer.
Candidates interested in the position are encouraged to apply directly to the job posting and may apply for multiple roles. Applicants should ensure their most recent resume is attached to their application. A confirmation email will be sent after application submission, and a recruiter will contact applicants to guide them through the hiring process. The company is not currently accepting resume submissions from third-party staffing agencies for this role, but the role is eligible for the Employee Referral Program.
Jul 09, 2025
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