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Job Details

Tax Senior Associate Asset Management

Experience
3 yrs required

Location
San Diego, CA, United States

Posted on
Nov 12, 2022

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Profile

Tax Senior Associate, Asset Management
The candidate will support Tax Managers and Partners in the day-to-day management of client portfolio. Take responsibility for overall engagement planning and job administration. Keep management informed on the progress of important engagement and client relationship issues. Audit basic-to-complex tax provisions; perform thorough review of working papers to help ensure conclusions have been supported and firm policies have been met. Execute various aspects of compliance with moderate to minimum direction from management. Supervise several associate staff members on large and complex engagements when appropriate. Should have 3 years of recent investment partnership and/or mutual fund tax experience in public accounting. Bachelor's degree, J.D., LL.M. in taxation, and/or Masters in Taxation (MST) from an accredited college/university. Applied working knowledge of U.S. Generally Accepted Accounting Principles (GAAP), accounting procedures, and partnership tax regulations. Exceptional skills in reviewing 1065 and 1120-RIC tax returns. Ability to meet challenging client requirements and provide services. Strong communication, interpersonal, analytical, and research abilities.

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