Financial Services Tax III

Financial Services Tax III
US - CA - Los Angeles

Minimum Degree Required: 
  • Bachelor Degree
Required Fields of Study: 
  • Accounting
Additional Educational Requirements: 
  • Job seekers must demonstrate all of the minimum requirements are met for CPA licensure per respective state regulations
Minimum Years of Experience: 
  • 3 year(s) 
Certification(s) Required: 
  • CPA
Preferred Knowledge/Skills: 
  • Working knowledge and experience with compliance and consulting for investment partnerships including hedge funds, mutual funds and private equity funds. Working knowledge of alternative investment strategies and vehicles.
  • Proficient technical skills with the preparation of partnership tax forms and Forms K1 and 1040.
  • Demonstrated experience identifying and addressing client needs: actively participating in client discussions and meetings; communicating a broad range of Firm services; managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues.
  • Demonstrated experience as a team leader: creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress and issues.

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