Financial Services Tax Senior

Madison-Davis; Florida; Presencial; USD 110.000 - 140.000; Jornada completa

Descripción de la vacante

Madison-Davis, LLC seeks a Tax Senior to join its Financial Services Tax practice, focusing on hedge funds, private equity funds, real estate funds, and investment managers. This role provides exposure to tax compliance and advisory engagements across complex fund structures.

You will work on partnership taxation, fund structuring, and tax optimization, collaborating with clients and advisors to deliver planning, reporting, and robust tax strategies for investment funds.

Formación

• Bachelor's degree in Accounting or related field.
• Master's in Taxation preferred.
• CPA eligible.
• 3-5 years of public accounting tax experience.
• Knowledge of partnership taxation with a focus on investment funds.
• Experience serving hedge funds, private equity funds, or real estate funds.
• Strong analytical, organizational, and communication skills.
• Executive presence and client interaction abilities.
• Willingness to work additional hours during peak tax seasons.

Responsabilidades

• Prepare and review tax returns for hedge funds, private equity funds, real estate funds, general partners, and investment managers.
• Perform security analysis and calculate fund-specific tax adjustments.
• Prepare and review complex partnership tax allocations.
• Research tax treatment for financial instruments and corporate actions.
• Assist with tax planning, fund structuring, and tax strategy optimization.
• Support fund administration teams with day-to-day tax matters.
• Communicate with federal and state tax authorities as needed.
• Conduct tax research and provide technical guidance on complex tax issues.
• Partner with clients and advisors to deliver tax compliance and consulting services.

Conocimientos

Partnership taxation for funds

Fund taxation

Tax research

Client communication

Financial services tax experience

Educación

Bachelor's degree in Accounting

Master's in Taxation preferred

CPA eligible

Descripción del empleo

ABOUT THE ROLE

A leading public accounting firm is seeking a Tax Senior to join its Financial Services Tax practice. This role provides exposure to hedge funds, private equity funds, real estate funds, and investment managers, supporting both tax compliance and advisory engagements. The ideal candidate will have experience with partnership taxation, fund structures, and complex financial instruments while working closely with clients on planning, reporting, and tax optimization.

RESPONSIBILITIES

• Prepare and review tax returns for hedge funds, private equity funds, real estate funds, general partners, and investment managers.
• Perform security analysis and calculate fund-specific tax adjustments.
• Prepare and review complex partnership tax allocations.
• Research tax treatment for financial instruments and corporate actions.
• Assist with tax planning, fund structuring, and tax strategy optimization.
• Support fund administration teams with day-to-day tax matters.
• Communicate with federal and state tax authorities as needed.
• Conduct tax research and provide technical guidance on complex tax issues.
• Partner with clients and advisors to deliver tax compliance and consulting services.

QUALIFICATIONS

• Bachelor's degree in Accounting or related field
• Master's in Taxation preferred
• CPA eligible.
• 3 5 years of public accounting tax experience.
• Strong tax compliance and tax research background.
• Knowledge of partnership taxation with a focus on investment funds.
• Experience serving hedge funds, private equity funds, real estate funds, or other financial services clients preferred.
• Strong analytical, organizational, and communication skills.
• Executive presence and ability to interact directly with clients.
• Self-starter with the ability to manage multiple priorities and deadlines.
• Willingness to work additional hours during peak tax seasons.