Senior Tax Associate, Financial Services

Crowe

Senior Tax Associate supporting Crowe’s tax consulting and compliance services. Preparing financial-services partnership and corporate returns, researching tax issues, and analyzing investment vehicles.

Posted 8/20/2026full-timeLos Angeles • California, Illinois, New York, Texas • 🇺🇸 United StatesSenior💰 $72,700 - $144,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax consulting and compliance, with a strong focus on preparing and reviewing federal and state tax returns for partnerships and investment vehicles. Proficient in tax research and analysis, particularly regarding financial products and partnership taxation.

Highest-signal resume keywords

Bachelor’s In AccountingCPA EligibilityTax Compliance ServicesPartnership TaxationFinancial Services Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Return PreparationTax ResearchFinancial AnalysisTechnical ReviewWorkflow ManagementProcess ImprovementPartnership AllocationsClient DeliverablesEngagement PlanningAnalytical Skills

Soft Skills

Organizational SkillsCommunication SkillsCollaboration

Certifications & Qualifications

CPA License Preferred

Industry Keywords

Tax ConsultingInvestment VehiclesFlow-Through StructuresFinancial ProductsTax Matters

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
Analyze 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
Participate in engagement planning, workflow management, and process improvement initiatives
Assist on large projects
Perform tax research and work with clients on tax matters
Plan and implement special projects
Prepare and technically review corporate and partnership returns

Requirements

What you’ll need

Bachelor’s in Accounting required
CPA eligibility required; CPA license preferred
2–4 years of relevant tax experience, preferably within financial services
Foundational understanding of partnership taxation and flow-through structures
Strong technical skills
Strong analytical, organizational, and communication skills
Interest in developing expertise around financial products and investment entities
Must verify identity and eligibility to work in the United States
Crowe is not sponsoring work authorization

Benefits

Comp & perks

Flexible work arrangements
Comprehensive total rewards package
Career Coach guidance for career goals and aspirations
Inclusive culture that values diversity
Career growth and leadership opportunities
Accommodation and applicant assistance available