Tax Senior Associate - Financial Services

Weaver

• $90K — $130K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting or related field; J.D., LL.M. in Taxation, or Master's in Taxation preferred.
  • 2-4+ years of tax experience in investment partnerships, including preparation of relevant tax forms.
  • CPA candidate required; CPA certification preferred.
  • Strong team orientation and interpersonal skills to foster relationships within a multi-disciplinary environment.
  • Knowledge of alternative investment vehicles such as hedge funds and private equity funds.

Responsibilities

  • Provide tax compliance services for investment partnerships and related entities.
  • Prepare allocation schedules, Schedules K-1, Forms 1065, and other relevant tax documents.
  • Collaborate with multi-disciplinary teams to deliver insights and solutions to clients.
  • Develop and maintain effective client relationships through communication and service excellence.
  • Advise clients on tax implications of financial products and investment strategies.

Benefits

  • Competitive health benefits including medical, dental, and vision.
  • Flexible scheduled time off and a minimum of 56 hours of sick and safe leave.
  • In-house continuing professional education (CPE) and learning opportunities.
  • Inclusive work environment that champions individual strengths and diversity.
  • 401(k) plan with company contribution.
Full Job Description
Position Profile

Weaver is looking for a Senior Associate to join our Tax Investment Funds practice.The Senior Associate will be responsible for providing tax compliance and advisory services for investment partnerships and related management entities. This individual will work as part of a multi-disciplinary team helping to provide financial service knowledge and experience while building and managing client relationships.

Education and Skills
  • Bachelor's degree in Accounting; or Bachelor's degree, J.D., LL.M. in Taxation and/or Master's in Taxation (MST) from an accredited college/university
  • Team orientation and strong interpersonal skills
  • CPA candidate required, CPA preferred
  • 2 - 4+ years of investment partnership tax experience, including preparation of allocation schedules, Schedules K-1, Forms 1065 and related other related schedules
  • Working knowledge of alternative investment vehicles and structures, including hedge funds and private equity funds
  • Thorough understanding of the tax implications associated with financial products

Compensation and Benefits: At Weaver, our most valuable resource is our people. We take the time to evaluate our employees' wants and needs and invest our resources accordingly. A reasonable estimate of the compensation range for this position is $90,000 to $130,000 in the California and New York Metropolitan areas. Actual compensation will be based on a variety of factors including but not limited to experience, skills, certifications, and geographical location. In addition to compensation packages, Weaver offers competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan. Further, we support our employees by offering flexible scheduled time off (STO), minimum of 56 hours of sick and safe leave, 11 holidays, and 2 scheduled recharge days! Learn more here - Weaver benefits.

We also offer in-house CPE and learning opportunities through our internal Learning & Development department. Our multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth. Our goal is to balance both high development with high performance to meet the long-term goals of each individual, team, and our firm.

People are our formula!At Weaver, we recognize that everyone brings different strengths, backgrounds, and working styles to our team. We cultivate a safe and inclusive work environment that celebrates each individual's unique qualities through visibility, progression, advocacy, and support. We are proudly an equal opportunity employer.

What's next? Interested applicants should apply directly to the job posting. You may apply to multiple roles. Be sure to upload your most recent resume and ensure that it is attached to your application. By registering, you are only activating an account and creating a presence. Please apply directly to a position of interest. You will receive a confirmation email after completing an application for a role. After reviewing your application, a friendly Weaver Recruiter will contact you soon and walk you through the hiring process. Thank you for exploring a career with us. We look forward to meeting you!

Currently, we are not accepting resume submissions from third-party staffing agencies for this role. This role is Employee Referral Program eligible.

Similar Jobs

More Jobs at Weaver

More Legal & Accounting Jobs

Find similar Tax Senior Associate - Financial Services jobs: