Tax Associate - Financial Services

Weaver•New York, NY
•$75,000 - $94,500

About The Position

Weaver is looking for a Tax Associate to join our Tax Investment Funds practice. The Tax Associate prepares various types of tax returns and provides tax-related services for clients. This position will focus primarily on clients in the investment funds and financial services industries, which will provide this Associate with the opportunity and knowledge to become an expert in tax preparation, planning and strategies for this industry. A Weaver Associate enjoys flexibility, meaningful and diverse client work. They will experience a supportive and innovative work environment. The ideal candidate is a team player who exhibits initiative, accepts responsibility, communicates effectively, and manages multiple concurrent assignments of varying sizes and complexity.

Requirements

  • Bachelor’s degree in Accounting
  • CPA or CPA candidate
  • 0-2 years of experience in public accounting
  • Basic understanding of the tax implications associated with financial products

Nice To Haves

  • Master’s degree in Accounting or related field
  • Investment partnership tax experience
  • Excellent written and oral communication skills
  • Team orientation and strong interpersonal skills

Responsibilities

  • Prepares various types of tax returns.
  • Provides tax-related services for clients.
  • Focuses primarily on clients in the investment funds and financial services industries.
  • Gains expertise in tax preparation, planning, and strategies for the investment funds and financial services industry.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Disability insurance
  • Life insurance
  • 401(k) plan
  • Flexible scheduled time off (STO)
  • Minimum of 56 hours of sick and safe leave
  • 11 holidays
  • 2 scheduled recharge days
  • In-house CPE
  • Learning opportunities through internal Learning & Development department
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