Click column header to sort
Experienced Associates in Private Client Services (PCS) support a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.
Experienced Associates can expect to:
- Engage in the Tax Preparation, Planning, Consulting and Research processes; and
- Receive formal PCS and on the job training in daily...
Senior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.
Senior Associates can expect to:
- Review and prepare complex tax returns;
- Engage in the tax planning and consulting...
Managers with our State & Local Tax (SALT) practice oversee and complete tax projects, provide innovative tax planning, consulting and compliance for a variety of clients, ranging from Fortune 500 companies to venture backed startups.
Managers can expect to:
- Engage in business development activities (i.e. prepare proposals, present in webinars, etc.);
- Collaborate with Federal Tax Compliance Groups to ensure a comprehensive...
Managers in our Commercial practice oversee multiple engagements for clients that range from multi-national corporations to early stage starts-ups.
Managers can expect to:
- Engage in business development activities (i.e. prepare proposals; present in webinars, collaborate with other service lines to present a comprehensive tax strategy to prospective and current clients, etc.);
- Maintain...
Senior Managers can expect to:
Research and Development (R&D) Tax Senior Associates work across a wide range of clients and industries. Senior Associates must possess strong technical knowledge and project management skills to manage R&D Tax Credit and Section 174 engagements.
Senior Associates can expect to:
- Participate in the day-to-day responsibilities on R&D Tax Credit and Sec. 174 engagements, including assisting with technical interviews...
Research and Development (R&D) Tax Managers work across a wide range of clients and industries. Managers must possess strong technical knowledge and project management skills to manage R&D Tax Credit and Section 174 engagements.
Managers can expect to:
- Manage the day-to-day responsibilities on R&D Tax Credit and Sec. 174 engagements, including leading technical interviews with subject matter experts, reviewing...
Research and Development (R&D) Tax Managers work across a wide range of clients and industries. Managers must possess strong technical knowledge and project management skills to manage R&D Tax Credit and Section 174 engagements.
Managers can expect to:
- Manage the day-to-day responsibilities on R&D Tax Credit and Sec. 174 engagements, including leading technical interviews with subject matter experts, reviewing...
Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.
Managers can expect to:
- Engage in business development activities (i.e. prepare proposals, present in webinars, collaborate with other service lines to present a comprehensive tax strategy to prospective and...
Senior Associates can expect to:
- Assist in the execution of financial due diligence engagements by analyzing detailed financial statement information and preparing detailed schedules and supporting analysis;
- Assist in preparing reports and related analysis for clients;
- Ensure the accuracy and integrity of financial data used in due diligence processes, verifying the completeness of information;
-
Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.
Senior Managers can expect to:
- Engage in business development activities (i.e. prepare proposals, present in webinars, collaborate with other service lines to present a comprehensive tax strategy to...
Senior Associates in our Alternative Investment Funds practice work directly with Management as they engage in the tax planning, consulting, and compliance process for a variety of complex clients, including venture capital/private equity, holding companies, investment and operating partnerships, and SPV corporations.
Senior Associates can expect to:
- Be a key member of tax compliance engagement teams, with...
Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.
Senior Managers can expect to:
- Engage in business development activities (i.e. prepare proposals,...
Senior Managers in our Alternative Investment Funds practice oversee and complete tax projects; provide innovative tax planning, consulting, and compliance for a variety of clients, including private equity, real estate, fund of funds and venture capital.
Senior Managers can expect to:
- Engage in business development activities (i.e. prepare proposals, present in webinars, collaborate with other service lines to market comprehensive tax strategies for prospective clients, etc.)
-
Research and Development (R&D) Tax Senior Managers work across a wide range of clients and industries. Senior Managers must possess deep technical knowledge and strong project management skills to effectively lead R&D Tax Credit engagements including those related to Section 174.
Senior Managers can expect to:
- Oversee the daily operations of R&D Tax Credit and Section 174 engagements, including conducting technical...
Senior Associates can expect to:
- Assist in the execution of financial due diligence engagements by analyzing detailed financial statement information and preparing detailed schedules and supporting analysis;
- Assist in preparing reports and related analysis for clients;
- Ensure the accuracy and integrity of financial data used in due diligence processes, verifying the completeness of information;
-
Senior Managers in our Commercial practice oversee multiple engagements for clients that range from multi-national corporations to early stage starts-ups.
Senior Managers can expect to:
- Engage in business development activities (i.e. prepare proposals; present in webinars, collaborate with other service lines to present a comprehensive tax strategy to prospective and current clients, etc.);...
Senior Managers/Managers in our State and Local Tax (SALT) practice oversee multiple engagements for clients that range from multi-national corporations to early stage starts-ups. SALT Senior Managers/Managers must possess strong technical knowledge in preparing and reviewing state income tax returns, including being proficient with tax return preparation software. In addition, the ideal candidate will have experience with and/or an interest in corporate, pass-through and individual state tax planning and consulting. SALT Senior Managers/Managers participate in identifying value-added planning opportunities and communicating with clients and financial managers. SALT Senior...
Managers can expect to:
- Assist in conducting financial due diligence by analyzing target companies' financial statements, performance metrics, market dynamics, and risks;
- Identify and assess financial risks associated with potential transactions, including financial reporting accuracy, compliance, cash flow analysis, debt structures, and any potential contingencies;
- Communicate with target management teams and client...
Managers can expect to:
- Assist in conducting financial due diligence by analyzing target companies' financial statements, performance metrics, market dynamics, and risks;
- Identify and assess financial risks associated with potential transactions, including financial reporting accuracy, compliance, cash flow analysis, debt structures, and any potential contingencies;
- Communicate with target management teams and client...