Tax Associate 2 - Financial Services, Specialty Finance

Job Description

As a Tax Associate, you will be responsible for the following job duties, which are centered around two core concepts: your technical & quality expertise and delivering excellent client service. Responsibilities : Preparing medium complex tax return ; complex Federal partnership (Private Equity PortCo / Operating Partnership - Go System ) Work on multiple complex issues while communicating in a non-technical matter to facilitate communication between the client and the service team, all while managing risk for both the client and the firm Interact directly with clients handling questions, planning, concerns, etc. Develop, motivate, and train staff level and intern team members Performing, documenting, and summarizing research and conclusions regarding specific tax issues Remain up-to-date on current tax practices and changes in tax law Basic Qualifications : Bachelor s degree in accounting or related field 1+ years of experience in business taxation working for a Big 4 or a large national, regional or local accounting firm; or equivalent in industry or with a law firm Must be eligible to sit for the CPA exam, EA. Prior tax compliance & consulting experience serving Asset Management clients Working knowledge of tax code and technical aspects of tax preparation and compliance Ability to work closely with clients to answer questions or to collect necessary information for tax service requirements Preferred Qualifications: Master of Accounting, Master of Taxation or MBA Proven track record managing client engagements from start-to-end Strong computer skills, including proficiency in Microsoft Excel Experience with a national or large regional accounting firm Working knowledge of tax code and technical aspects of tax preparation and compliance within the real estate industry Experience in dealing with international tax matters a plus Experience in dealing with real estate debt matters a plus