Associate, Financial Services Tax

About Alvarez & Marsal

Alvarez & Marsal (A&M) is a global consulting firm with entrepreneurial, action and results-oriented professionals. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry.

The Team

A&M’s Tax Financial Services team specializes in providing tax support to global banks, private equity firms, and hedge funds. Our professionals have significant experience in complex financial instruments, business transactions, specializing in structuring global business operations and navigating regulatory and tax requirements across jurisdictions.

How You Will Contribute

As a member of the Tax Financial Services team, you will:

• Assist with the tax compliance process for partners' estimates, quarterly estimated extensions payments, extensions and annual compliance filings for pass through and corporate entities.
• Assist in research and analysis of a wide variety of tax issues.
• Participate in potential tax-planning and consulting projects.
• Attend client calls to understand critical areas of importance and apply tax technical knowledge to specific client situations.
• Assist with creating deliverables that are concise, complete and address the elements deemed critical by the client.
• Work as part of a multidisciplinary team and clearly communicate work plan, project objectives, and timelines.
• Seek out opportunities to understand others’ experiences, perspectives, and differences.
• Build internal relationships with other members of the Tax team.

Qualifications

• Bachelor’s degree in Accounting.
• Familiarity with state and local tax compliance requirements is preferred.
• CPA (or in the process of pursuing).
• Excellent verbal and written communication skills including the ability to articulate complex information clearly and concisely.
• Excellent research, writing, and analytical skills.
• Experience with all Microsoft Office products (with an emphasis on Excel).
• Ability to simultaneously work on several projects and effectively manage deadlines.
• High motivation to learn and grow.
• Detail-oriented and possess strong organizational skills.
• Must be authorized to work in the US without the need for employment-based sponsorship now or in the future. A&M will not sponsor applicants for US work visa status for this role.

Start Season & Year: Summer 2027

Earliest Graduation Date: April 2027

Latest Graduation Date: July 2027