Tax Senior Associate - Financial Services

Weaver

Los Angeles (CA)

On-site

USD 90,000 - 130,000

Full time

14 days+

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Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan

Flexible scheduled time off

Job summary

A national accounting and advisory firm in California seeks a Tax Senior Associate for their Financial Services team. Responsibilities include providing tax compliance and advisory services for investment partnerships while managing client relationships. The ideal candidate has a degree in Accounting, strong interpersonal skills, and 2–4+ years of relevant experience. Competitive salary and benefits offered.

Qualifications

2 – 4+ years of investment partnership tax experience, including preparation of allocation schedules.
CPA candidate required, CPA preferred.
Working knowledge of alternative investment vehicles and structures.

Responsibilities

Providing tax compliance and advisory services for investment partnerships.
Building and managing client relationships.
Working as part of a multi-disciplinary team.

Skills

Team orientation

Strong interpersonal skills

Investment partnership tax experience

Understanding of tax implications

Education

Bachelor’s degree in Accounting or J.D., LL.M. in Taxation

Master's in Taxation (MST)

Job description

Join to apply for the Tax Senior Associate - Financial Services role at Weaver

The Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions.

While our business is based in numbers, our success is truly based on people. It’s why we commit to supporting our people not just in their professional growth, but also in their ability to lead balanced, integrated lives. At the foundation of that commitment are our core values. Weaver’s core values empower our people to deliver extraordinary service and be their best selves. Our goal is to balance high development with high performance to meet the long-term goals of each individual, team, and our firm.

Learn more about our services, industry experience and culture at weaver.com.

Position Profile Weaver is looking for a Senior Associate to join our Tax Investment Funds practice. The Senior Associate will be responsible for providing tax compliance and advisory services for investment partnerships and related management entities. This individual will work as part of a multi-disciplinary team helping to provide financial service knowledge and experience while building and managing client relationships.

Education And Skills

Bachelor’s degree in Accounting; or Bachelor''s degree, J.D., LL.M. in Taxation and/or Master''s in Taxation (MST) from an accredited college/university
Team orientation and strong interpersonal skills
CPA candidate required, CPA preferred
2 – 4+ years of investment partnership tax experience, including preparation of allocation schedules, Schedules K-1, Forms 1065 and related other related schedules
Working knowledge of alternative investment vehicles and structures, including hedge funds and private equity funds
Thorough understanding of the tax implications associated with financial products

Compensation and Benefits

At Weaver, our most valuable resource is our people. A reasonable estimate of the compensation range for this position is $90,000 to $130,000 in the California and New York Metropolitan areas. Actual compensation will be based on a variety of factors including but not limited to experience, skills, certifications, and geographical location. In addition to compensation packages, Weaver offers competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan. Weaver also supports our employees by offering flexible scheduled time off (STO), minimum of 56 hours of sick and safe leave, 11 holidays, and 2 scheduled recharge days. Learn more here - Weaver benefits.

We also offer in-house CPE and learning opportunities through our internal Learning & Development department. Our multi-faceted internal learning program includes technical improvement, practice development, management/leadership training, and whole-life growth. Our goal is to balance both high development with high performance to meet the long-term goals of each individual, team, and our firm.

People and Culture

People are our formula! Weaver recognizes that everyone brings different strengths, backgrounds, and working styles to the team. We cultivate a safe and inclusive work environment that celebrates each individual’s unique qualities through visibility, progression, advocacy, and support. We are proudly an equal opportunity employer.

What’s next? Interested applicants should apply directly to the job posting. You may apply to multiple roles. Be sure to upload your most recent resume and ensure that it is attached to your application. By registering, you are only activating an account and creating a presence. Please apply directly to a position of interest. You will receive a confirmation email after completing an application for a role. After reviewing your application, a friendly Weaver Recruiter will contact you soon and walk you through the hiring process. Thank you for exploring a career with us. We look forward to meeting you!

Note Currently, we are not accepting resume submissions from third-party staffing agencies for this role. This role is Employee Referral Program eligible.

Seniority level