Aprio PH - Senior Associate, Tax

• 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.

• 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