Senior Associate – Alternative Investments

Role Overview: The Senior Associate supports Tax Managers and Partners in managing client portfolios within the Business Tax Services practice.

Key Responsibilities:

Assist with engagement planning and job administration

Monitor progress and communicate with management on engagement and client issues

Audit tax provisions and review working papers to ensure accuracy and compliance

Execute compliance tasks with minimal supervision

Supervise associate staff on large, complex engagements when needed

Qualifications & Skills:

At least three years of investment partnership and/or mutual fund tax experience in public accounting

Bachelor’s degree, J.D., LL.M., or MST in taxation from an accredited institution

Strong knowledge of U.S. GAAP, partnership tax regulations, and accounting procedures

Proven ability to review 1065 and 1120-RIC tax returns

Excellent communication, analytical, interpersonal, and research skills

Key Focus: Deliver high-quality tax services, support client requirements, and contribute to a collaborative, innovative team environment.