Tax Senior Associate - Financial Services

Weaver; New York (NY); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive health benefits

401(k) plan

Flexible scheduled time off

56 hours of sick and safe leave

11 holidays

2 scheduled recharge days

Job summary

A national accounting firm is seeking a Senior Associate for their Tax Investment Funds practice. The role entails providing tax compliance and advisory services for investment partnerships. Ideal candidates will have a Bachelor’s degree in Accounting and 2–4+ years of relevant experience. Strong interpersonal skills and team orientation are essential. Dependent on experience, the estimated compensation for this role ranges from $90,000 to $130,000. The firm offers comprehensive health benefits and generous paid time off.

Qualifications

• Bachelor’s degree in Accounting or related field.
• Team-oriented with strong interpersonal skills.
• 2–4+ years of experience in investment partnership tax.

Responsibilities

• Provide tax compliance and advisory services for investment partnerships.
• Work as part of a multi-disciplinary team on client relationships.

Skills

Team orientation and strong interpersonal skills

2–4+ years of investment partnership tax experience

Working knowledge of alternative investment vehicles

Thorough understanding of tax implications

Education

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

CPA candidate required; CPA preferred

Job description

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, including 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 were created specifically to empower our people to deliver extraordinary service and be their best selves. Our goal is to balance high development with high performance in order 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 & 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 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 & Benefits

Estimated compensation range for this position is $90,000 to $130,000 in the California and New York Metropolitan areas. Actual compensation is based on experience, skills, certifications and location. Weaver offers competitive health benefits—medical, dental, vision, disability, life insurance—and a 401(k) plan. Employees enjoy flexible scheduled time off, a minimum of 56 hours of sick and safe leave, 11 holidays and 2 scheduled recharge days.

We are proudly an equal‑opportunity employer.