Top Tech Jobs & Startup Jobs

Prepares and reviews federal, state, and local tax returns for high-net-worth individuals, trusts, estates, partnerships, S corporations, and closely held businesses. Conducts tax research, planning, and advisory work; manages multiple client engagements; communicates with clients; reviews junior staff work; provides mentorship; and supports managers and partners in identifying tax strategies and maintaining quality and deadlines.

The Senior Associate performs buy-side and sell-side financial due diligence for mergers, acquisitions, and divestitures. Responsibilities include Quality of Earnings, working capital, cash flow, debt-like item, and financial statement analyses; preparing diligence reports; coordinating data rooms; supporting purchase agreement considerations; managing client communications and engagement timelines; reviewing junior staff work; and assisting with proposals, recruiting, and business development.

Manage complex tax engagements for professional services clients and high-net-worth individuals, families, trusts, estates, partnerships, and S corporations. Responsibilities include reviewing federal, state, local, foreign, individual, partnership, trust, gift, and investment partnership returns; providing tax planning and advisory services; researching technical issues; preparing memoranda; managing client relationships, budgets, and deliverables; and mentoring tax staff.

Leads R&D tax credit consulting engagements from scoping through delivery, including technical interviews, qualified research expense calculations, documentation, tax research, and examination support. Advises clients on IRC Section 41 and federal and state requirements, manages budgets and teams, reviews deliverables, develops client relationships, supports business development, and mentors tax professionals. The role may also address energy-related and other tax credits.