Description Senior Associate, Financial Services Tax (SALT) The TeamA&M's Tax Financial Services team specializes in providing tax support to private equity firms, asset managers, private credit lenders, real estate funds, hedge funds and global banks.
Our professionals have extensive experience supporting asset managers in the compliance and reporting of complex financial instruments and transactions, with a focus on partnership tax, investor reporting (including K-1/K-2/K-3), and multi-jurisdictional filing requirements. We specialize in helping clients navigate evolving regulatory frameworks and manage tax compliance obligations across federal, state, and international regimes in a manner that is accurate, efficient, and aligned with investor expectations. Our team is committed to delivering exceptional value to our clients by understanding their unique needs and providing tailored tax solutions. By joining us, you will contribute to achieving our goals of excellence and client satisfaction, making a tangible impact within the organization and the industry at large.
How you will contributeAs a member of the Tax Financial Services team with a focus on asset management tax reporting, you will:
- Assist with the execution and review of complex tax compliance and reporting engagements, including partnership and corporate filings and multijurisdictional tax reporting
- Participate in special tax projects involving multi-tiered partnership and fund structures, including allocations, basis considerations, state partnership taxation, and structuring for tax efficiency
- Attend client calls and meetings to understand their business and their unique circumstances, apply tax technical knowledge to client issues, and identify opportunities to provide additional services
- Oversee the development of associates and interns on projects through formal and informal training and mentorship, and provide supportive and actionable feedback
- Build relationships across Tax and the rest of A&M
- Assist with new client proposals and engagement management tasks, including contracting, budgeting, managing staffing requirements, and monitoring financial performance
Qualifications- Bachelor's degree in accounting
- At least 2 years of relevant experience in partnership tax compliance, with a focus on asset managers, fund of funds, or financial services clients at a Big 4 firm, Big Law firm, or similar firm
- CPA (or in the process of pursuing)
- Understanding of partnership tax concepts, including allocations, capital accounts, and federal and state K-1 reporting
- Strong communication, presentation, and project management skills, with an interest in supporting business development efforts
- Strong sense of personal motivation as well as the ability to work with a team
- Ability to work effectively in a dynamic environment with evolving timelines and competing priorities
- Experience with all Microsoft Office products, specifically Microsoft Excel
- Familiarity with tax compliance software (e.g., OneSource, GoSystem, or similar) and ability to work with large, complex datasets
Your journey at A&MAt A&M, professional growth is tied directly to performance, not tenure. Our people take on meaningful, hands-on work supported by a performance development process that rewards contribution and fosters a culture of meritocracy. Stretch roles, evolving business needs, and firm growth create ongoing opportunities for ownership and building new skills, while direct access to senior leaders provides mentorship and real-time coaching along the way. We also prioritize your wellbeing through comprehensive benefits and resources. Together, these elements create an environment where high-performing professionals can continue to grow and advance from day one.
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M's benefits programs.
The salary range is $130,000 - $150,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
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