The Role
Prepare and review complex financial-services tax returns (hedge funds, PE, broker-dealers, HNW/family offices), K-1s/K-3s, tax filings and estimates; perform research, tax issue resolution, notices response, and interact with managers, partners and clients using tax software.
Summary Generated by Built In
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.
Join Aprio's Business Operations - Corp Operations Team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for an Senior Associate, Tax to join their dynamic team.
Position 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 (including but not limited to extensions, forms 1065, 1120, 1120-F, 8865, 8886, 8621, 5471, 1042, PFIC Statements, FBARs, etc.)
- 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, estimates 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.
Qualifications:
- Bachelor’s degree in accounting from an accredited college/university required; MST is a plus.
- Minimum 3-5 years of progressive tax compliance experience in a CPA or law firm servicing financial services clients required.
- CPA license or EA designation a plus.
- 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, preferably CCH Axcess.
- Ability to work additional hours as needed to meet client deliverables.
- Amenable to work dayshift
- Amenable to work on a hybrid work arrangement
Perks/Benefits we offer for full-time team members:
- 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
What's in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.
- A great team: Work with a high-energy, passionate, caring, and ambitious team of professionals in a collaborative culture.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
Skills Required
- Bachelor's degree in accounting from an accredited college/university
- MST degree
- Minimum 3-5 years progressive tax compliance experience in a CPA or law firm servicing financial services clients
- CPA license or EA designation
- Working knowledge and/or experience with tax compliance for partnership and HNW/family office entities
- Strong research, writing and analytical skills
- Strong Microsoft Office Suite skills
- Knowledge of tax software, preferably CCH Axcess
- Ability to work additional hours as needed to meet client deliverables
- Amenable to work dayshift
- Amenable to work on a hybrid work arrangement
Aprio Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Aprio and has not been reviewed or approved by Aprio.
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Fair & Transparent Compensation — Pay is generally positioned as competitive and fairly paid across many roles, with clearer benchmarking helped by public job-posted ranges and compensation aggregators.
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Healthcare Strength — Health, dental, and vision coverage is positioned as comprehensive and available from day one for full-time hires, which is stronger than the more typical waiting-period approach.
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Retirement Support — Retirement offerings include a 401(k) with profit sharing and access to FSA/Dependent Care accounts, which can improve total rewards when firm performance supports contributions.
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The Company
What We Do
Aprio is a premier CPA and business advisory firm that advises clients and associates on how to achieve what’s next. Aprio’s associates work as integrated teams across advisory, assurance, tax, outsourcing, staffing and private client services, bringing the best thinking and personal commitment to each client. Across practices, Aprio brings together proven expertise, deep understanding and strategic foresight for industries including Manufacturing and Distribution; Non-Profit and Education; Professional Services; Real Estate and Construction; Retail, Franchise and Hospitality; and Technology and Blockchain. Headquartered in Atlanta, Georgia, Aprio has grown to over 1,000+ team members. To serve clients wherever life or business may take them, Aprio’s teams speak more than 30 languages and work with clients in over 50 countries.
