Tax Senior Reviewer

With a rich 40-year history in the areas of financial planning, education and investment services, wedevelopand assistin implementing holistic financial solutions to help our clients achieve their goals.

We believe in the power of human relationships to drive action, and a career with us offers an opportunity to be part of this unique culture of client service.

We invest in our associates, care about professional development, and believe in creating many paths of opportunity.

Through our supportive, diverse and innovative environment, we are committed to the success of our associates.

• Prepare or review (depending upon experience) complex federal and state returns
• Perform research
• Provide technical advice and support to associates on a variety of tax related issues

• Bachelor’s degree with a concentration in Accounting with CPA, EA, or Masters in Taxation preferred
• Five years of tax-preparation/review experience required
• Proficient knowledge of investment and hedge fund partnership taxation a plus
• Understanding of FBAR reporting, PFIC reporting, and other foreign jurisdiction reporting a plus

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