AllianceBernstein Holding LP

Senior Tax Associate

AllianceBernstein Holding LP$80K — $95K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Finance, or a related field
  • Master of Taxation or Master of Accounting is a plus
  • CPA designation or progress toward CPA certification strongly preferred
  • 3-5 years of progressive tax experience
  • Public accounting experience (Big 4 or other national/regional firms) strongly preferred
  • Knowledge of ASC 740 income tax accounting
  • Experience preparing and reviewing federal corporate or partnership tax returns, including Forms 1120 and 1065
  • Proficiency in Microsoft Excel and tax research platforms like Checkpoint or CCH

Responsibilities

  • Prepare and support the quarterly and annual income tax provision process
  • Prepare and review federal income tax returns and supporting workpapers
  • Assist with Schedule K-1 preparation and investor tax support activities
  • Calculate quarterly estimated tax payments and support annual cash forecasting
  • Conduct tax research and provide recommendations to management
  • Support federal tax planning initiatives and transaction analysis
  • Partner with accounting and finance teams for accurate tax treatment

Benefits

  • Exposure to sophisticated tax and business issues
  • Path for continued professional growth within AllianceBernstein
  • Visibility across the finance organization
  • Opportunity for increased ownership in tax matters
  • Engagement in special projects and initiatives
Full Job Description
Who You'll Work With:

You'll join AllianceBernstein's (AB) global tax team within the Tax, Treasury, and Strategic Finance group. As a key member of the tax team, you'll work on complex tax matters that span income tax accounting, federal tax compliance, partnership taxation, publicly traded partnership (PTP) reporting, tax planning, and strategic business initiatives.

Reporting to the Sr. Federal Tax Manager, you'll partner with professionals across finance, accounting, treasury, legal, and business teams to support a leading global investment management firm. You'll also work directly with external advisors and auditors on technical tax matters and special projects.

This position is well suited for a public accounting professional seeking broader investment management industry exposure, increased ownership, and the opportunity to build an in-house tax career. This role provides significant visibility across the finance organization, exposure to sophisticated tax and business issues, and a path for continued professional growth within AB.

What You'll Do:
  • Prepare and support the quarterly and annual income tax provision process in accordance with ASC 740, including current and deferred tax calculations, effective tax rate analysis, and related financial statement disclosures.
  • Prepare and review federal income tax returns and supporting workpapers, including Forms 1120 and 1065.
  • Assist with Schedule K-1 preparation, reporting, and investor tax support activities for a PTP, including responding to investor inquiries and managing the K-1 support mailbox.
  • Calculate quarterly estimated tax payments and support annual cash forecasting activities.
  • Conduct tax research related to federal tax law, regulatory changes, and emerging tax issues, providing practical recommendations to management.
  • Support federal tax planning initiatives, transaction analysis, and strategic business projects while identifying opportunities to enhance efficiency, reduce risk, and improve tax processes.
  • Partner with accounting and strategic finance teams to ensure the accurate tax treatment of transactions and proper financial reporting.
  • Coordinate with external advisors and auditors on tax compliance and provision-related matters.
  • Identify opportunities to leverage technology, automation, AI, and process improvements within the tax function.
  • Support special projects and initiatives as assigned.


What We're Looking For:
  • Bachelor's degree in Accounting, Finance, or a related field.
  • A Master of Taxation or Master of Accounting degree is a plus.
  • CPA designation or active progress toward CPA certification strongly preferred.
  • 3-5 years of progressive tax experience.
  • Public accounting experience (Big 4, national, or regional accounting firm) strongly preferred.
  • Knowledge of ASC 740 income tax accounting, including current and deferred tax calculations, effective tax rate analysis, and related financial statement disclosures.
  • Experience preparing and reviewing federal corporate or partnership tax returns, including Forms 1120 and 1065.
  • Tax research and analytical skills with the ability to interpret technical tax guidance and communicate practical business recommendations.
  • Proficiency with Microsoft Excel and tax research platforms such as Checkpoint, CCH, or Bloomberg Tax.
  • Excellent organizational, communication, and problem-solving skills.
  • Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
  • Intellectual curiosity, attention to detail, and a proactive approach to continuous improvement.


Nashville, Tennessee

About AllianceBernstein Holding LP

AllianceBernstein Holding L.P. is a global asset management firm that provides investment management and research services to institutional, high-net-worth and retail investors. The company offers a range of investment products and services, including mutual funds, hedge funds, separately managed accounts, and private equity funds. AllianceBernstein has a presence in over 20 countries and manages assets worth over $600 billion. The company is committed to delivering superior investment performance and providing innovative solutions to its clients.
Learn more about AllianceBernstein Holding LP
Market Cap
$3.4 billion
Industry
Net Income
$279.3 million
5 Year Trend
+11.7%
Revenue
$308.4 million
NASDAQ

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