US Taxation Senior Partnership (1065) - Financial Services

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About The Role

Senior Tax Professional

Financial Services Tax practice

U.S. partnership tax

Key Responsibilities

• Deliver a full range of partnership tax services to financial services clients in compliance with U.S. tax laws and regulations.
• Prepare and review complex Form 1065 returns, including Schedules K-1, K-2, K-3, as well as M-1, M-2, M-3 for applicable structures.
• Support compliance efforts related to state and local tax filings, as well as international reporting.
• Identify tax issues, conduct technical research, and propose practical solutions to resolve them.
• Participate in all aspects of tax engagements from planning and projections to review and finalization.
• Work directly with clients and counterparts across geographies to deliver exceptional service.
• Leverage technology tools for effective collaboration and workflow management.
• Assist in training, mentoring, and performance reviews for junior staff members.
• Contribute to innovation initiatives, including automation and process improvements.
  

Must-Have Qualifications

• Bachelor’s degree in Accounting or equivalent field.
• Minimum 3 years of hands-on experience in U.S. Taxation, specifically:
• Preparation and/or review of Form 1065.
• Experience with hedge funds, private equity, venture capital, or funds of funds.
• Demonstrated work with financial services clients.
• Experience in tax compliance and regulatory filings.
• Prior experience in a consulting, Big 4, or CPA firm environment (industry experience will not be considered).
• Strong communication and client engagement skills.
• Willingness to work from the office all 5 days of the week and travel to office within 1.15 hours.
• Ability to attend in-person interviews (final round mandatory). Candidates from outside the city must be willing to travel at their own expense.
  

Preferred Qualifications

• CPA, CA, or EA certification (preferred but not mandatory).
• Experience managing client relationships and collaborating with international teams.
  

Ideal Candidate Profile

• Demonstrates ownership and accountability in managing tax deliverables.
• Keeps up to date with evolving U.S. tax regulations and financial services industry trends.
• Has a proactive mindset, attention to detail, and the ability to work independently and as part of a team.
• Brings strong analytical, problem-solving, and organizational skills.
  

Interview Process

• Technical Round 1 – Virtual or In-Person
• Technical Round 2 – In-Person (Mandatory)