Aprio PH - Senior Associate Tax, Financial Service Sector

Position Responsibilities:

• Responsible for preparing complex Financial Service sector tax returns, including hedge funds, private equity firms, broker-dealers, investment managers, HNW, family office.
• Prepare and review tax workpapers, schedule K-1s/K-3s, tax estimates, and tax filings related to funds and holding investment companies (including but not limited to extensions, forms 1065, 1120, 1120-F, 8865, 8886, 8621, 5471, 1042, PFIC Statements, FBARs, etc.)
• Perform research, analysis and write up work in connection with planning memoranda, tax issue resolution and tax opinions.
• Assist with federal, state, and local tax notices resolutions, estimates tax payments, applications for EINs/form 8832 check-the-box elections, and Forms W-9s/W-8s.
• Research and consult on various tax engagements.
• Respond to inquiries from the IRS and other tax authorities.
• Utilize tax preparation software to prepare, review and process returns.
• Interact with managers, partners and clients.

 

Qualifications:

• Bachelor’s degree in accounting from an accredited college/university required; MST is a plus.
• Minimum 3-5 years of progressive tax compliance experience in a CPA or law firm servicing financial services clients required.
• CPA license or EA designation a plus.
• Working knowledge and/or experience with tax compliance for partnership and HNW/family office entities required.
• Strong research, writing and analytical skills.
• Overall planning and problem-solving experience. Excellent interpersonal, verbal and written communication skills.
• Strong Microsoft Office Suite skills.
• Knowledge of tax software, preferably CCH Axcess.
• Ability to work additional hours as needed to meet client deliverables.
• Amenable to ahybrid work arrangement (2 days onsite and 3 days WFH), withfull-time onsite work required during the first 2 months.
• Amenable to working on amidshift schedule (3pm-12mn PHT)