Attorney in Sacramento, CA

In-House

Sacramento, CA

Attorney in Sacramento, CA

Non-practicing Attorney

2-4 yrs required

No

Job Title: Tax Senior Associate - Financial Services

Job Responsibilities:
The Tax Senior Associate at the company will be responsible for providing tax compliance and advisory services specifically tailored to investment partnerships and related management entities. The role involves working as part of a multi-disciplinary team focused on delivering financial service knowledge and expertise while building and managing client relationships. Key responsibilities include:

- Preparing and reviewing tax allocation schedules, Schedules K-1, Forms 1065, and other related schedules.
- Offering advisory services to clients in the investment partnership sector.
- Collaborating with a team to provide comprehensive tax solutions.
- Managing client relationships effectively to ensure high-quality service delivery.
- Utilizing a thorough understanding of tax implications associated with financial products to inform decision-making.

Education and Experience Information:
Candidates for the Tax Senior Associate position should possess the following qualifications and skills:

- 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.
- A CPA candidate is required, with CPA certification preferred.
- 2 to 4+ years of investment partnership tax experience, including the preparation of allocation schedules, Schedules K-1, Forms 1065, and related schedules.
- A working knowledge of alternative investment vehicles and structures, such as hedge funds and private equity funds.
- A thorough understanding of the tax implications associated with financial products.
- Team orientation and strong interpersonal skills are essential for success in this role.

Salary Information:
The compensation range for the Tax Senior Associate position is estimated to be between $90,000 to $130,000 in the California and New York Metropolitan areas. Actual compensation will be determined based on a variety of factors, including experience, skills, certifications, and geographical location. In addition to a competitive salary, the company offers comprehensive health benefits, including medical, dental, vision, disability, life insurance, and a 401(k) plan. Employees also benefit from flexible scheduled time off, a minimum of 56 hours of sick and safe leave, 11 holidays, and 2 scheduled recharge days. Additional learning opportunities are provided through the company’s internal Learning & Development department, which includes technical improvement, practice development, management/leadership training, and whole-life growth programs.

The company emphasizes a diverse and inclusive workplace culture, celebrating each individual's unique qualities and offering support through visibility, progression, advocacy, and inclusion. The company is an equal opportunity employer and encourages interested applicants to apply directly to the job posting, ensuring their most recent resume is attached. The role is eligible for the Employee Referral Program, and the company is not currently accepting resume submissions from third-party staffing agencies for this position.