Senior Tax Associate, Financial Services

Crowe•Los Angeles, NY

8d•Hybrid

About The Position

This role will be in the compliance practice and you will be required to assist on large projects, so strong technical skills are vital to this role. Tax consulting includes performing tax research and working with clients on tax matters as well as planning and implementing special projects. This role is responsible for the compliance function on clients including preparation and technical review of corporate and partnership returns.

Requirements

Bachelor’s in Accounting (Master’s or advanced tax degree preferred).
CPA or progress toward CPA.
2–4 years of relevant tax experience, preferably within financial services.
Foundational understanding of partnership taxation and flow-through structures.
Strong analytical, organizational, and communication skills.
Interest in developing expertise around financial products and investment entities.
Uphold Crowe’s values of Care, Trust, Courage, and Stewardship.
Act ethically and with integrity at all times.
Verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.
Must be able to work in the US without sponsorship.

Responsibilities

Support tax consulting and compliance services
Prepare and review federal and state tax returns for partnerships and investment vehicles.
Assist in analyzing financial products, transaction tax implications, and partnership allocations.
Contribute to tax research, technical memos, and client deliverables.
Collaborate with team members to ensure timely, accurate work while gaining exposure to complex financial products.
Participate in engagement planning, workflow management, and process improvement initiatives.