Senior Tax Associate, Financial Services

Crowe

Senior Tax Associate handling tax compliance and consulting for financial services at Crowe. Supporting federal and state tax returns and participating in engagement planning for complex financial products.

Posted 7/9/2026full-timeNew York City • California, Florida, Illinois, New York, Texas • 🇺🇸 United StatesSenior💰 $72,700 - $144,000 per yearWebsite

About the role

Key responsibilities & impact

Support tax consulting and compliance services
Prepare and review federal and state tax returns for partnerships and investment vehicles.
Assist in analyzing financial products, transaction tax implications, and partnership allocations.
Contribute to tax research, technical memos, and client deliverables.
Collaborate with team members to ensure timely, accurate work while gaining exposure to complex financial products.
Participate in engagement planning, workflow management, and process improvement initiatives.

Requirements

What you’ll need

Bachelor’s in Accounting (Master’s or advanced tax degree preferred).
CPA or progress toward CPA.
2–4 years of relevant tax experience, preferably within financial services.
Foundational understanding of partnership taxation and flow-through structures.
Strong analytical, organizational, and communication skills.
Interest in developing expertise around financial products and investment entities.

Benefits

Comp & perks

Your exceptional people experience starts here.
We care about our people and offer employees a comprehensive total rewards package.
Learn more about what working at Crowe can mean for you!

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Tax Return PreparationTax ResearchFinancial AnalysisTechnical MemosWorkflow Management

Soft Skills

Analytical SkillsOrganizational SkillsCommunication Skills

Certifications

CPA Progress