Senior Associate, Tax

Aprio

Senior Associate, Tax preparing complex financial service sector tax returns for a nationally ranked CPA firm. Collaborating with clients and team members in a hybrid work environment.

Posted 6/23/2026full-timeMakati City • 🇵🇭 PhilippinesSeniorWebsite

About the role

Key responsibilities & impact

Responsible for preparing complex Financial Service sector tax returns, including hedge funds, private equity firms, broker-dealers, investment managers, HNW, family office.
Prepare and review tax workpapers, schedule K-1s/K-3s, tax estimates, and tax filings related to funds and holding investment companies (including but not limited to extensions, forms 1065, 1120, 1120-F, 8865, 8886, 8621, 5471, 1042, PFIC Statements, FBARs, etc.)
Perform research, analysis and write up work in connection with planning memoranda, tax issue resolution and tax opinions.
Assist with federal, state, and local tax notices resolutions, estimates tax payments, applications for EINs/form 8832 check-the-box elections, and Forms W-9s/W-8s.
Research and consult on various tax engagements.
Respond to inquiries from the IRS and other tax authorities.
Utilize tax preparation software to prepare, review and process returns.
Interact with managers, partners and clients.

Requirements

What you’ll need

Bachelor’s degree in accounting from an accredited college/university required; MST is a plus.
Minimum 3-5 years of progressive tax compliance experience in a CPA or law firm servicing financial services clients required.
CPA license or EA designation a plus.
Working knowledge and/or experience with tax compliance for partnership and HNW/family office entities required.
Strong research, writing and analytical skills.
Overall planning and problem-solving experience. Excellent interpersonal, verbal and written communication skills.
Strong Microsoft Office Suite skills.
Knowledge of tax software, preferably CCH Axcess.
Ability to work additional hours as needed to meet client deliverables.
Amenable to work dayshift
Amenable to work on a hybrid work arrangement

Benefits

Comp & perks

Wellness program
HMO coverage
Rewards and Recognition program
Free shuttle service (provided by CDC | for onsite employees)
Free lunch meal (For onsite employees)
On-demand learning classes
Discretionary time off and Holidays
Performance-based salary increase
Discretionary incentive compensation based on client or individual performance
Hybrid set up to selected roles/location, terms and conditions may apply
CPA & Certification Assistance and Bonus Program

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

tax returnstax workpapersschedule K-1stax estimatestax filingstax complianceresearch and analysisplanning memorandatax issue resolutiontax opinions

Soft Skills

research skillswriting skillsanalytical skillsplanning experienceproblem-solving experienceinterpersonal skillsverbal communication skillswritten communication skills

Certifications

Bachelor’s degree in accountingCPA licenseEA designationMST