Tax Senior Associate – Financial Services
Premier Financial Search
A nationally recognized public accounting and advisory firm is seeking a Tax Senior Associate to join its growing Financial Services tax practice. This opportunity is ideal for a tax professional who enjoys working with sophisticated investment structures while building expertise in the alternative investment industry.
You’ll collaborate with experienced professionals on complex tax engagements for private equity, venture capital, hedge funds, real estate funds, private credit funds, and other alternative investment vehicles. The firm offers an environment that encourages continuous learning, professional growth, and meaningful client relationships within one of the most dynamic sectors of public accounting.
What You’ll Do
- Prepare and review tax returns for partnerships, corporations, and other business entities, including Forms 1065, 1120, and 1120-S.
- Assist with the review process to ensure tax returns are accurate, complete, and timely.
- Perform financial analysis, including reviewing balance sheets, income statements, and other financial data.
- Research tax issues and apply federal and state tax regulations to client engagements.
- Collaborate with managers and partners to resolve complex tax matters.
- Work with engagement teams to meet deadlines across multiple client engagements.
- Utilize tax compliance and research software to prepare, review, and analyze tax filings.
- Participate in special projects and provide support on a variety of financial services tax engagements.
- Build strong client relationships through responsive communication and exceptional client service.
What We’re Looking For
- Bachelor’s degree in Accounting or a related field.
- CPA license or eligibility to sit for the CPA exam.
- 3+ years of public accounting tax experience.
- Experience preparing and reviewing partnership and corporate tax returns.
- Financial Services experience preferred, particularly with alternative investment funds.
- Strong partnership taxation experience preferred.
- Excellent analytical, organizational, and communication skills.
- Proficiency with Microsoft Office and tax preparation software.
- Ability to manage multiple priorities in a collaborative, fast-paced environment.
Why Join This Firm?
- Work with leading private equity, venture capital, hedge fund, real estate, and alternative investment clients.
- Gain exposure to complex tax planning and compliance engagements within the Financial Services industry.
- Hybrid work environment that supports collaboration and flexibility.
- Comprehensive learning, mentorship, and professional development opportunities.
- Clear career advancement within a nationally recognized public accounting and advisory firm.
- Collaborative culture that values innovation, teamwork, and exceptional client service.
Salary: $80,000 – $115,000 (DOE)
Application Instructions:
Please send your resume in Word format to:
Allan Fisher
Premier Financial Search
www.pfssearch.com
allan@pfssearch.com
Let’s Connect & Explore Your Options
We are actively hiring for a range of positions across multiple firms. If you have a background in public accounting, but feel this specific role isn’t quite the right fit, let’s connect! Send us your resume, and we’ll work with you to explore opportunities with other top-tier CPA and Business Management firms that align with your career goals.
About Us
Premier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond. Including major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.