Tax Accountant (Asset Management)

Atlantic Group; Stamford (CT); Hybrid; USD 48,216 - 68,880; Full time

Job summary

A financial services company is hiring a Tax Accountant (Asset Management) in Stamford, CT. This role will focus on preparing and reviewing partnership tax returns, ensuring compliance with regulatory requirements, and conducting analysis to support tax reporting. Candidates should have a Bachelor’s degree in Accounting or Finance and 3–10 years of tax experience with expertise in asset management clients. The position offers a hybrid work schedule from Monday to Friday.

Qualifications

• 3–10 years of tax experience required, with preference for public accounting experience.
• Experience with partnership tax and asset management clients is essential.
• Strong knowledge of tax compliance and financial reporting.

Responsibilities

• Prepare and review partnership tax returns and supporting documentation.
• Ensure accurate and timely tax filings according to regulations.
• Analyze financial data for tax reporting and implications.
• Organize and maintain tax documentation and records.
• Assist with tax inquiries and audits as needed.
• Support efforts for tax workflow efficiency improvements.

Skills

Attention to detail

Analytical skills

Excel proficiency

Education

Bachelor’s degree in Accounting, Finance, or related field

Job description

Job Overview – Tax Accountant (Asset Management)

Compensation: $40/hour

Location: Stamford, CT

Schedule: Monday to Friday (Hybrid)

Atlantic Group is hiring a Tax Accountant (Asset Management) in Stamford, CT for our client, supporting partnership tax compliance, reporting, and analysis within a financial services environment. This role focuses on preparing and reviewing partnership tax returns while assisting with tax-related projects and regulatory filings.

Responsibilities as the Tax Accountant (Asset Management):

• Tax Preparation: Prepare and review partnership tax returns, including supporting schedules and workpapers.
• Compliance: Ensure timely and accurate completion of tax filings in accordance with regulatory requirements.
• Tax Analysis: Analyze financial data to support tax reporting and identify relevant tax implications.
• Documentation: Maintain organized and accurate tax documentation and supporting records.
• Regulatory Support: Assist with tax-related inquiries and support audits or regulatory reviews as needed.
• Process Support: Contribute to process improvements and support tax workflow efficiency.

Qualifications for the Tax Accountant (Asset Management):

• Education: Bachelor’s degree in Accounting, Finance, or a related field is required.
• Experience: 3–10 years of tax experience is required, with public accounting experience preferred.
• Industry Knowledge: Experience with partnership tax and asset management clients is required.
• Technical Skills: Strong knowledge of tax compliance, financial reporting, and proficiency in Excel is required.
• Skills & Attributes: Strong attention to detail, analytical skills, and the ability to manage deadlines in a fast-paced environment are required.

Application Notice:

Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.