Senior Associate, Federal Tax (Private Client Services)

Alvarez & Marsal•West Palm Beach, FL

42d•$85,000 - $105,000

About The Position

Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are why our people love working at A&M. We're currently growing one of our Federal Tax specialty areas, Our Private Client Services (PCS) practice. PCS works with private companies, their owners, and other domestic and international high net worth individuals, serving as their advisor, advocate, teammate and partner. We are dedicated to helping our clients achieve their long-term goals by delivering highly personalized solutions that suit their unique needs. Due to our tremendous growth, we're seeking a Senior Associate to join our team.

Requirements

Bachelor's degree in Accounting
2+ years of relevant experience
CPA or Licensed Attorney (or in the process of pursuing)
Excellent verbal and written communication skills including the ability to articulate complex information clearly and concisely
Excellent research, writing, and analytical skills
Experience with all Microsoft Office products (with an emphasis on Excel)
Ability to simultaneously work on several projects and effectively manage deadlines
High motivation to learn and grow
Detail-oriented and possess strong organizational skills

Nice To Haves

Experience with GoSystems, OneSource, and research software preferred

Responsibilities

Assist with providing tax and consulting services to high net worth individuals in the areas of individual income tax, wealth transfer and succession planning, and international tax
Assist with tax compliance for individual tax clients working proficiently with specific tax forms as follows: 1040, 1041, 709, and FinCEN 114
Support a multidisciplinary team, assisting with tax-planning responsibilities for individual clients
Assist with Identifying, researching, and providing analysis on a wide range of complex tax issues
Attend client calls to understand critical areas of importance and apply tax technical knowledge to specific client situations
Create deliverables that are concise, complete and address the elements deemed critical by the client
Mentor Associates when they are supporting the same projects by delegating appropriate tasks, ensuring they complete tasks efficiently and sharing best practices
Build client relationships and demonstrate a working knowledge of client businesses; with opportunity to assume additional responsibility quickly
Identify opportunities to provide additional services to existing clients by using working knowledge of client businesses
Build internal relationships with other members of the Federal Tax team and the greater A&M firm
Value diversity of perspectives and creates opportunities for individuals to feel comfortable contributing
Assist with business development, including add-on work by creating business development resources and proposal materials

Benefits

Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan.
Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal.
Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave.
The amount of vacation and personal days available varies based on tenure and role type.

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