Tax Senior Associate

Oliver James; United States; Hybrid; USD 100,000 - 150,000; Full time

Job summary

Oliver James is seeking an experienced Tax Senior Associate to join our Financial Services practice in Southern California. The role offers exposure to sophisticated private equity, venture capital, hedge funds, private credit, and other alternative investments, with opportunities to broaden expertise in investment management and take on greater client responsibility.

Core duties include preparing and reviewing federal and state tax returns for partnerships, corporations, and investment

Qualifications

• Three years of public accounting experience.
• CPA qualified or eligible to sit for CPA examinations.
• Exposure to investment funds and financial services is preferred.

Responsibilities

• Prepare and review federal and state tax returns for partnerships, corporations, and investment entities.
• Support tax planning, compliance, and reporting engagements.
• Work with complex fund structures and collaborate with senior team members on client deliverables.

Skills

Partnership taxation

Investment funds

Tax compliance

Education

Bachelor's degree in accounting

Job description

The client is seeking an experienced Tax Senior Associate to join its Financial Services practice in Southern California. This role offers the opportunity to work with sophisticated private equity, venture capital, hedge fund, private credit, and alternative investment clients. The position is designed for professionals looking to expand their expertise in investment management and take on greater responsibility within client engagements.

Core responsibilities include preparing and reviewing federal and state tax returns for partnerships, corporations, and investment entities, as well as supporting tax planning, compliance, and reporting engagements. The role involves working with complex fund structures, preparing relevant tax forms, analyzing financial statements, and collaborating with senior team members on client deliverables. Candidates should have strong partnership taxation experience, ideally with exposure to investment funds, and possess excellent communication, organizational, and client service skills.

Applicants are expected to have at least three years of experience in public accounting, a bachelor's degree in accounting or a related discipline, and be CPA qualified or eligible to sit for the CPA examinations. The position offers hybrid flexibility, access to national technical resources, and structured professional development opportunities. This is an ideal opportunity for tax professionals seeking to deepen their expertise in financial services and advance their careers in a dynamic environment.