Job Description
Work with a nationally ranked CPA and advisory firm that is passionate for what's next.
Key Responsibilities
- Responsible for preparing complex Financial Service sector tax returns, including hedge funds, private equity firms, broker-dealers, investment managers, HNW, family office.
- Prepare and review tax workpapers, schedule K-1s/K-3s, tax estimates, and tax filings related to funds and holding investment companies (including but not limited to extensions, forms 1065, 1120, 1120-F, 8865, 8886, 8621, 5471, 1042, PFIC Statements, FBARs, etc.)
- Perform research, analysis and write up work in connection with planning memoranda, tax issue resolution and tax opinions.
- Assist with federal, state, and local tax notices resolutions, estimates tax payments, applications for EINs/form 8832 check-the-box elections, and Forms W-9s/W-8s.
- Research and consult on various tax engagements.
- Respond to inquiries from the IRS and other tax authorities.
- Utilize tax preparation software to prepare, review and process returns.
- Interact with managers, partners and clients.
Requirements
- Bachelor’s degree in accounting from an accredited college/university required; MST is a plus.
- Minimum 3-5 years of progressive tax compliance experience in a CPA or law firm servicing financial services clients required.
- CPA license or EA designation a plus.
- Working knowledge and/or experience with tax compliance for partnership and HNW/family office entities required.
- Strong research, writing and analytical skills.
- Overall planning and problem-solving experience. Excellent interpersonal, verbal and written communication skills.
- Strong Microsoft Office Suite skills.
- Knowledge of tax software, preferably CCH Axcess.
- Ability to work additional hours as needed to meet client deliverables.
- Amenable to work dayshift
- Amenable to work on a hybrid work arrangement
Ready to Apply?
Join Aprio and make an impact in renewable energy
Stay Updated on Sustainability Jobs
Get the latest renewable energy jobs and career tips delivered to your inbox.
Job Alerts
Get notified about new sustainability jobs
More at Aprio
More jobs at Aprio
Is this your company?Claim your listing — free →