The Tax Associate will provide tax consulting expertise to Investment Accounts Management clients including regulated funds and alternative investment funds (hedge fund private equity funds and various investment partnership clients).
Will work on compliance projects including tax returns tax provisions and year end distribution projects, will also be responsible for researching tax issues and writing memorandum.
Requirements: Five plus years overall experience , with two plus years of tax compliance experience servicing mutual funds and/or investment partnerships. Some staff development experience working and reviewing the work of junior Associates level staff and some project management experience.
Client service orientation combined with creative problem solving skills and strong written and oral communication skills are necessary.
• EDUCATION: Bachelors degree in Accounting; MST preferred CPA or CPA eligible.