Us Tax - Associate Level

The Apex Group

Prepare u.s. federal state local income tax returns
Proficiency in hedge fund strategies and structures
Experience with wash sales qdi pfic reporting section 1256
The Tax Associate is responsible for delivering a full range of U.S. tax services to clients in compliance with federal and state laws

Job Summary

  • The Tax Associate is responsible for delivering a full range of U.S. tax services to clients in compliance with federal and state laws.
  • The role involves preparing and reviewing tax returns for partnerships while supervising and mentoring junior staff members.
  • Apex Group offers a global platform with over 13,000 employees across 112 offices worldwide to support career growth.

Matching Summary

The Tax Associate is responsible for delivering a full range of U.S. tax services to clients in compliance with federal and state laws.

Skills & Requirements

Must-have

  • Prepare U.S. federal state local income tax returns
  • Proficiency in hedge fund strategies and structures
  • Experience with wash sales QDI PFIC reporting Section 1256
  • Calculation of taxable income and partner tax allocations
  • Working knowledge of compliance with all tax regulations
  • Proficient with GoSystem Tax RS and Microsoft products

Nice-to-have

  • Strong written and verbal communication skills in English
  • Proven record of working effectively as a team player
  • Ability to multi-task and balance competing priorities
  • Positive disrupter mindset turning big ideas into realities

Key Requirements

  • Bachelor's degree in accounting Finance Commerce or related field
  • 1-5 years of experience in public accounting with hedge fund focus
  • U.S. CPA or IRS Enrolled Agent qualification preferred
  • Valid Preparer Tax Identification Number (PTIN) required

Work Rights

Must have valid PTIN; US work authorization implied by tax filing requirements

Tailored Resume

Cover Letter