Job Description
Join a premier financial services firm at our Jersey City headquarters as a Senior Tax Associate. We're seeking a detail-oriented professional to deliver high-value tax advisory services to corporate clients in the financial services sector. This role offers exceptional compensation, hybrid work flexibility, and clear pathways to partnership. Ideal candidates will thrive in a fast-paced environment while maintaining absolute precision in compliance-driven tax planning.
Responsibilities
- Prepare and review complex federal/state tax returns for multi-state financial institutions
- Advise on M&A transaction structuring and tax implications
- Lead IRS audit defense and state tax controversy engagements
- Develop tax-efficient wealth transfer strategies for high-net-worth clients
- Maintain compliance with FINRA/SEC tax reporting requirements
- Train junior associates on tax software and regulatory updates
Qualifications
- CPA license with 5+ years of public accounting experience
- Expertise in financial services taxation (hedge funds, private equity, banking)
- Proficiency in tax software (CCH ProSystem fx, Thomson Reuters ONESOURCE)
- Advanced knowledge of IRS Circular 230 and tax code Section 7701
- Proven ability to manage $1M+ client portfolios
- Master's degree in Taxation or MBA with tax concentration