Job Description
Join Our Team in Financial Services Tax
At our firm, we offer an exciting career opportunity in the Financial Services Tax practice, within Corporate Tax services. If you’re passionate about helping clients meet their tax obligations while navigating the complexities of tax impact on their businesses, we want you on our team. We provide guidance to clients on local and international tax matters… acting as strategic consultants in areas such as business analysis, working capital management, and profit sharing for partners. Additionally, we assist organizations in understanding pricing implications for goods and services among related parties, as well as providing invaluable advice on the tax aspects of deals.
Our team specializes in helping Financial Services clients navigate the ever-changing and intricate national and international tax landscape, including stringent capital requirements, operational tax risk management, and tax implications of investments in various jurisdictions. Join us in shaping our clients’ tax structures while tackling the challenges presented by the constantly evolving tax world, both locally and globally.
Your Role as a Senior Associate
As a Senior Associate, you’ll be an integral part of our problem-solving team, working to resolve complex business issues from strategy to execution. Embrace our Professional framework, which sets clear expectations for all our professionals across different roles, geographies, and career paths. It provides transparency on the skills necessary for individual success and career progression, both now and in the future.
Your Responsibilities Will Include
Leveraging feedback and self-reflection to enhance self-awareness, develop personal strengths, and address areas for improvement.
Delegating tasks to provide growth opportunities for team members, coaching them to achieve results.
Demonstrating critical thinking skills and the ability to bring structure to unstructured problems.
Utilizing a wide range of tools and techniques to extract insights from current industry trends.
Conducting thorough reviews of your work and that of your colleagues for quality, accuracy, and relevance.
Knowing when and how to use available tools for various situations and explaining the rationale behind your choices.
Actively seeking and embracing opportunities that provide exposure to different situations, environments, and perspectives.
Communicating effectively in a structured manner when influencing and connecting with others.
Adapting your behavior to build quality relationships based on the situation.
Upholding the firm’s code of ethics and business conduct.
Why Choose Us
At our firm, we are at the forefront of technology-enabled tax advisory services. We prioritize digitization, automation, and increased efficiencies to stay ahead in a world where transactions are faster and more complex. Our tax professionals possess unparalleled technical knowledge, industry insights, and the advantage of One Firm knowledge, which allows us to provide comprehensive solutions to our clients’ needs.
Qualifications
Basic Qualifications:
Minimum Degree Required: Bachelor’s Degree
Required Fields of Study: Accounting
Additional Educational Requirements: Job seekers must meet all minimum requirements for CPA licensure per respective state regulations
Minimum Years of Experience: 3 years
Certification(s) Required: CPA or commitment to pass the CPA exam before being promoted to Manager and thereafter obtain CPA licensure, Enrolled Agent, or Member of the Bar.
Preferred Qualifications
Demonstrated knowledge and/or a proven track record of success in tax compliance and consulting services for the real estate industry.
Proficiency in tax research methods, including Westlaw, RIA, and CCH.
Expertise in providing tax services to real estate owners, developers, and publicly traded REITs.
Experience in producing and reviewing real estate partnership tax returns and investment trust corporate returns.
Strong ability to identify and address client needs, actively participate in client discussions, and communicate a broad range of Firm services.
Proven project management skills, including the ability to prepare concise, accurate documents and balance project economics management.
An environment that fosters teamwork and respects the work-life quality of team members.
Providing constructive feedback in a timely manner and keeping leadership informed of progress and issues.
Ability to research business and industry trends to develop a point of view to leverage in assisting with proposals.
Experience with automation and digitization in a professional services environment.
Exposure to pricing, client value, and the negotiation process, including reviewing contracts and introducing new pricing options.
Join Our Team
We are dedicated to transforming the way we deliver tax services. Discover more about our work on our Tax Career Page.
Learn more about how we work and our commitment to diversity and inclusion.
Employment Type: Full-Time
Salary: $ 40,000.00 140,000.00 Per Year