Aprio PH - Senior Associate Tax, Financial Service Sector

Aprio; Mabalacat; Hybrid; PHP 900,000 - 1,300,000; Full time

Benefits offered by this job

Wellness program

HMO coverage

Rewards program

Free shuttle

Free lunch

On-demand learning

Discretionary time off

Salary increase

Incentive compensation

Hybrid work setup

CPA assistance

Job summary

Aprio’s Philippines Tax Team seeks a Senior Tax Associate to join a nationally ranked CPA and advisory firm. You will handle complex tax engagements for hedge funds, private equity, and family offices while collaborating with a diverse team in a hybrid work setup.

Ideal candidates have 3–5 years in tax compliance for financial services, strong research and writing skills, and a CPA or EA designation is a plus. Remote-friendly culture with first-month onsite presence required.

Qualifications

• Bachelor’s degree in accounting is required; MST/CPA a plus.
• 3-5 years of progressive tax compliance experience for financial services clients.
• CPA license or EA designation is a plus.
• Experience with partnership and HNW/family office tax entities.
• Strong research, writing and analytical skills.

Responsibilities

• Prepare complex tax returns for hedge funds and investment managers.
• Prepare workpapers, K-1s/K-3s, estimates, and fund tax filings.
• Conduct tax research and draft planning memos and opinions.
• Assist with notices, payments, EIN forms, and W-9s/W-8s.
• Respond to IRS inquiries and collaborate with managers and clients.
• Use tax software to prepare and review returns.

Skills

Tax compliance

Financial services experience

Research & writing

Interpersonal skills

Microsoft Office mastery

Education

Bachelor’s degree in accounting

MST/CPA/EA designation

Tools

CCH Axcess

Job description

Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Join Aprio's Tax Team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Senior Tax Associate to join their dynamic team.

Position Responsibilities:

• Responsible for preparing complex Financial Service sector tax returns, including hedge funds, private equity firms, broker-dealers, investment managers, HNW, family office.
• Prepare and review tax workpapers, schedule K-1s/K-3s, tax estimates, and tax filings related to funds and holding investment companies (including but not limited to extensions, forms 1065, 1120, 1120-F, 8865, 8886, 8621, 5471, 1042, PFIC Statements, FBARs, etc.)
• Perform research, analysis and write up work in connection with planning memoranda, tax issue resolution and tax opinions.
• Assist with federal, state, and local tax notices resolutions, estimates tax payments, applications for EINs/form 8832 check-the-box elections, and Forms W-9s/W-8s.
• Research and consult on various tax engagements.
• Respond to inquiries from the IRS and other tax authorities.
• Utilize tax preparation software to prepare, review and process returns.
• Interact with managers, partners and clients.

Qualifications:

• Bachelor’s degree in accounting from an accredited college/university required; MST is a plus.
• Minimum 3-5 years of progressive tax compliance experience in a CPA or law firm servicing financial services clients required.
• CPA license or EA designation a plus.
• Working knowledge and/or experience with tax compliance for partnership and HNW/family office entities required.
• Strong research, writing and analytical skills.
• Overall planning and problem-solving experience. Excellent interpersonal, verbal and written communication skills.
• Strong Microsoft Office Suite skills.
• Knowledge of tax software, preferably CCH Axcess.
• Ability to work additional hours as needed to meet client deliverables.
• Amenable to a hybrid work arrangement (2 days onsite and 3 days WFH), with full-time onsite work required during the first 2 months.
• Amenable to working on a midshift schedule (3pm-12mn PHT)

Perks/Benefits we offer for full-time team members:

• Wellness program
• HMO coverage
• Rewards and Recognition program
• Free shuttle service (provided by CDC | for onsite employees)
• Free lunch meal (For onsite employees)
• On-demand learning classes
• Discretionary time off and Holidays
• Performance-based salary increase
• Discretionary incentive compensation based on client or individual performance
• Hybrid set up to selected roles/location, terms and conditions may apply
• CPA & Certification Assistance and Bonus Program

What's in it for you:

• - Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.
• - A great team: Work with a high-energy, passionate, caring, and ambitious team of professionals in a collaborative culture.
• - Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
• - Competitive compensation: You will be rewarded with competitive compensation.

EQUAL OPPORTUNITY EMPLOYER

Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.