24 days old

Senior Associate, Private Client Services

Alvarez & Marsal Holdings, LLC
New York, NY 10007
Apply Now
Apply on the Company Site
  • Job Code
Senior Associate, Private Client Services

Alvarez & Marsal Taxand, LLC is currently looking for a Tax Senior Associate to join our Private Client Services tax practice. Our Private Client Services practice works with private companies, their owners, and other domestic and internationalhigh net worth individuals, serving as their advisor, advocate, teammate and partner. Our Private Client Services practice develops trusted relationships with client personnel and collaborates with clients to compile project information and resolve issues. We are dedicated to helping our clients achieve their long-term goals by delivering highly personalized solutions that suit their unique needs.

What will you be doing?

As a Tax Senior Associate for Private Client Services, you will focus on providing tax and consulting services to high net worth individuals in the areas of individual income tax, wealth transfer and succession planning, and international tax . You will identify, research, and provide analysis on a wide range of complex tax issues. You will demonstrate extensive technical skills with tax compliance assignments for partnerships, S-corporations, trusts, and individual tax clients working proficiently with specific tax forms as follows: 1040, 1041, 709, and FinCEN 114. You will perform as part of a multidisciplinary team, assisting with tax-planning responsibilities for individual clients. You will supervise associates and teach technical concepts to less experienced staff. Additionally, you will clearly communicate work plans and objects to project supervisors and manage project assignments, delivering a high-quality project on time and on budget.

Who will you be working with?

We are not a typical tax firm. We are a group of entrepreneurial, action-oriented and results-oriented tax professionals who take a hands-on approach to solving our clients' problems and helping them reach their potential. We are nimble, resourceful, and proactive but adapt quickly when changes are needed. We present you with opportunities, not a playbook, and we reward you based on your achievements, not your tenure.

How will you grow and be supported?

As a demonstration of A&M's strong commitment to its people, we offer benefits to support your career, personal and professional development. Click to learn about our commitment to your well-being . A&M recognizes that our people fuel our growth, and you and your team will be provided with the best available training and development resources, as well as networking opportunities. Learn more about why A&M is a great place to work.


- Bachelor's degree in Accounting;

- Advanced degree and licensure preferred: MST, MAcc, JD/LLM, CPA;

- Two or more years of experience primarily focused on working with high net worth individuals in providing tax planning services, reviewing client workpapers, and preparing income tax returns

- Proficiency with Microsoft Office Suite, specifically in Excel, PowerPoint, and Word;

- Proficiency with BNA Income Tax Planner;

- Prior experience in researching technical tax issues in RIA, CCH IntelliConnect, BNA, and/or Lexis-Nexis and in preparing tax memoranda;

- Experience managing projects including scheduling, budgeting, corresponding with clients, and billing;

- Experience with Gift, Estate, and Trust tax planning and compliance experience a plus;

- Experience with consulting on various international tax matters, such as cross-border and pre-immigration planning and related compliance matters a plus;

- Prior Big 4 experience a plus

Voluntary Inclusion

It is Alvarez & Marsal's policy to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, sex, sexual orientation, family medical history or genetic information, political affiliation, military service, pregnancy, marital status, family status, religion, national origin, age or disability or any other non-merit based factor in accordance with all applicable laws and regulations.

Unsolicited Resumes from Third-Party Recruiters

Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters were engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.


Posted: 2020-02-01 Expires: 2020-03-01

Before you go...

Our free job seeker tools include alerts for new jobs, saving your favorites, optimized job matching, and more! Just enter your email below.

Share this job:

Senior Associate, Private Client Services

Alvarez & Marsal Holdings, LLC
New York, NY 10007

Join us to start saving your Favorite Jobs!

Sign In Create Account
Powered ByCareerCast