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The Tax Controversy Associate will research tax laws, assist with IRS exams, and manage penalty abatement requests. Requires effective communication and team collaboration.

Leads transaction advisory engagements, including financial due diligence, transaction structuring, purchase agreement support, identifying price-adjustment or deal-termination issues, and post-acquisition planning. Develops client relationships, generates new business, expands the practice, mentors staff, recruits talent, and leads teams serving private equity and strategic corporate buyers.

Perform in-charge or manager audit responsibilities for financial services clients (alternative investment funds, financial institutions, broker/dealers). Execute audit plans across financial statement areas, manage and develop staff, maintain client relationships, and ensure proper planning and execution of engagements.

Performs in-charge audit responsibilities on complex investment fund and financial services engagements, manages smaller audits, executes financial statement audit plans, and develops staff and client relationships through communication, planning, and execution.

Performs audit procedures for financial statement engagements, prepares workpapers and financial statements, identifies and resolves audit issues, and collaborates with Senior Associates and Managers. The role involves managing multiple assignments, communicating effectively, developing professionally, and applying knowledge of GAAP and GAAS. Candidates must have a bachelor’s degree in accounting, be CPA candidates, and have internship or limited public accounting experience.

Provides administrative and operational support to Advisory Partners and internal teams. Responsibilities include preparing and proofreading documents, managing calendars and meetings, maintaining CRM and administrative records, coordinating signatures and workflows, tracking open items, following up with stakeholders, and supporting client, engagement, billing, and cross-functional needs. The role requires strong organization, communication, judgment, accuracy, and the ability to manage competing priorities independently in a deadline-driven professional services environment.

Supports international tax compliance and consulting for inbound and outbound clients. Responsibilities include preparing U.S. international tax forms and federal returns for foreign corporations, researching domestic and international tax issues, developing tax-planning strategies, and assisting with foreign tax credit planning, treaty analysis, transfer pricing, and transaction structuring. The role requires managing multiple assignments, communicating with clients and teams, and contributing to a collaborative public accounting practice.

Provides administrative support to the Audit practice by formatting correspondence and reports, coordinating client deliverables, managing mail and printing, supporting budgeting and finance duties, and submitting invoices. Interacts professionally with clients by phone and in person while maintaining organized office operations, quality standards, and risk-management guidelines. Requires strong communication, customer service, multitasking, attention to detail, and advanced Microsoft Office skills. This is an in-office role with possible seasonal overtime.

Supports state and local tax compliance and consulting, including indirect tax audits, managed audits, reverse audits, tax overpayment recovery, and complex tax research. The Associate analyzes tax issues and implications across diverse industries while managing multiple assignments, collaborating with teams, and communicating with clients. A bachelor's degree in accounting or a related field is required; CPA or CMI progress, relevant education, and public accounting experience are preferred.

Prepares tax returns and provides tax-related services for investment funds and financial services clients. The role involves managing multiple client assignments, applying tax knowledge to financial products, communicating effectively, and developing expertise in tax preparation, planning, and strategies. Candidates should hold an accounting degree and be CPA candidates or CPAs with 0–2 years of public accounting experience.