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State and Local Tax (SALT) Experienced Associates serve as members of various client service teams. Experienced Associates receive both formal and on-the-job training to hone and develop their technical knowledge. Experienced Associates prepare corporate state and local income tax filings, extensions, estimates and all supporting state apportionment, taxable income and modification workpapers.
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 Associates in our Commercial practice will engage in the tax planning and consulting process for a wide range of clients, varying from multi-national corporations to early stage start-ups.
Seniors can expect to:
- Prepare and review ASC 740 tax provisions;
- Review and prepare tax returns;
- Collaborate with...
Alternative Investment Funds (Private Equity, Family Office, Venture Capital) Managers serve as members of various client service teams. Managers must possess strong knowledge of financial reporting and back office operations related to alternative investment funds. In addition to the preparation and review of financial statements, Managers participate in client issues resolution, investor relations, and communicate directly with clients and financial management. Managers mentor junior team members and serve as Career Advisors.
Senior Associates in our Alternative Investment Funds practice, Senior Associates work directly with Management as they engage in the tax planning, consulting, and compliance process for a variety of complex clients, including hedge funds, private equity, real estate, fund of funds and venture capital.
Senior Associates can expect to:
- Review and prepare tax returns.
- Continue to build their technical knowledge of tax planning,...
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 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...
As a member of the Private Client Services practice, Senior Associates participate in the tax planning, consulting, and compliance process for a variety of clients, including entrepreneurs, executives, partnerships, closely-held businesses, estates, and trusts. Senior Associates prepare and review tax returns as well as manage the work product of Experienced Associates on various engagements. Senior Associates must possess strong technical knowledge of tax planning, consulting, and compliance for both federal and state filings.
Senior Associates...
Experienced Associates with our Alternative Investment Funds practice, Experienced Associates work with multiple teams to serve a variety of complex clients, including hedge funds, private equity, real estate, fund of funds and venture capital.
Experienced Associates can expect to:
- Engage in tax preparation, planning, research, and the consultation process for clients;
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Senior Associates in our Commercial practice will engage in the tax planning and consulting process for a wide range of clients, varying from multi-national corporations to early stage start-ups.
Seniors can expect to:
- Prepare and review ASC 740 tax provisions;
- Review and prepare tax returns;
- Collaborate with...
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.);
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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 hedge funds, private equity, real estate, fund of funds and venture capital.
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.)
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Senior Managers can expect to:
- Lead and manage the execution of financial due diligence engagements for clients;
- Identify and help resolve complex transaction risks and issues;
- Prepare and review reports and related analysis and deliverables;
- Effectively communicate with target management teams and client personnel;
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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 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 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...
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...
Alternative Investment Funds (Private Equity, Family Office, Venture Capital) Managers serve as members of various client service teams. Managers must possess strong knowledge of financial reporting and back office operations related to alternative investment funds. In addition to the preparation and review of financial statements, Managers participate in client issues resolution, investor relations, and communicate directly with clients and financial management. Managers mentor junior team members and serve as Career Advisors.
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 hedge funds, 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.)...
Experienced Senior Associates in our Commercial practice will engage in the tax planning and consulting process for a wide range of clients, varying from multi-national corporations to early stage start-ups.
Experienced Seniors can expect to:
- Prepare and review ASC 740 tax provisions;
- Review and prepare tax returns;
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