Tax Senior Associate - Financial Services

Overview

Tax Senior Associate - Financial Services at Weaver

Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. Weaver seeks to bring a human element to the world of accounting, encouraging a diverse, collaborative and entrepreneurial workplace culture. Our leaders care about the well-being of all employees and support pursuing individual ambitions.

The Weaver

Experience:

Weaver is looking for a Senior Associate to join our Tax Investment Funds practice. The Senior Associate will be responsible for providing tax compliance and advisory services for investment partnerships and related management entities. This individual will work as part of a multi-disciplinary team helping to provide financial service knowledge and experience while building and managing client relationships.

• Provide tax compliance and advisory services for investment partnerships and related management entities.
• Collaborate as part of a multi-disciplinary team to deliver financial service knowledge and experience while building and managing client relationships.

• Bachelor’s degree in Accounting; or Bachelor’s degree, J.D., LL.M. in Taxation and/or Master’s in Taxation (MST) from an accredited college/university.
• Team orientation and strong interpersonal skills.
• CPA candidate required, CPA preferred.
• 2 – 4+ years of investment partnership tax experience, including preparation of allocation schedules, Schedules K-1, Forms 1065 and related schedules.
• Working knowledge of alternative investment vehicles and structures, including hedge funds and private equity funds.
• Thorough understanding of the tax implications associated with financial products.

At Weaver, our most valuable resource is our people. A reasonable estimate of the compensation range for this position is $90,000 to $130,000 in the California and New York Metropolitan areas. Actual compensation will be based on experience, skills, certifications, and geographical location. Benefits include medical, dental, vision, disability, life insurance, and a 401(k) plan. We offer flexible scheduled time off (STO), a minimum of 56 hours of sick and safe leave, 11 holidays, and 2 recharge days.

Learn more about Weaver benefits.

We also offer in-house CPE and learning opportunities through our internal Learning & Development department, including technical improvement, practice development, management/leadership training, and whole-life growth. Our goal is to balance high development with high performance to meet the long-term goals of each individual, team, and the firm.

Weaver is an equal opportunity employer. People are our formula: we cultivate a safe and inclusive work environment that celebrates each individual’s strengths through visibility, progression, advocacy and support.

What’s next?

Interested applicants should apply directly to the job posting. You may apply to multiple roles. Upload your most recent resume and ensure it is attached to your application. By registering, you activate an account and create a presence. Apply directly to a position of interest for a confirmation email after completing an application. A Weaver Recruiter will contact you after review to guide you through the hiring process.

Note:

Currently, we are not accepting resume submissions from third-party staffing agencies for this role. This role is eligible for the Employee Referral Program.