Aprio PH - Senior Associate, Tax

Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Responsibilities

Responsible for preparing complex Financial Service sector tax returns, including hedge funds, private equity firms, broker-dealers, investment managers, HNW, family office; Prepare and review tax workpapers, schedule K-1s/K-3s, tax estimates, and tax filings related to funds and holding investment companies; Perform research, analysis and write up work in connection with planning memoranda, tax issue resolution and tax opinions; Assist with federal, state, and local tax notices resolutions, estimated tax payments, applications for EINs/form 8832 check-the-box elections, and Forms W-9s/W-8s; Research and consult on various tax engagements; Respond to inquiries from the IRS and other tax authorities; Utilize tax preparation software to prepare, review and process returns; Interact with managers, partners and clients

Requirements

Bachelor’s degree in accounting from an accredited college/university required; Minimum 3-5 years of progressive tax compliance experience in a CPA or law firm servicing financial services clients required; Working knowledge and/or experience with tax compliance for partnership and HNW/family office entities required; Strong research, writing and analytical skills; Overall planning and problem-solving experience; Excellent interpersonal, verbal and written communication skills; Strong Microsoft Office Suite skills; Knowledge of tax software; Ability to work additional hours as needed to meet client deliverables; Amenable to work dayshift; Amenable to work on a hybrid work arrangement

Nice to have

MST; CPA license or EA designation; CCH Axcess

Benefits

Wellness program; HMO coverage; Rewards and Recognition program; Free shuttle service (provided by CDC | for onsite employees); Free lunch meal (For onsite employees); On-demand learning classes; Discretionary time off and Holidays; Performance-based salary increase; Discretionary incentive compensation based on client or individual performance; Hybrid set up to selected roles/location, terms and conditions may apply; CPA & Certification Assistance and Bonus Program