Description
About Alvarez & Marsal
Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity - are why our people love working at A&M.
The Team
Our tax practice is unique in that we offer the opportunity to work without audit conflict and truly act a trusted business advisor. We provide our teams with opportunities and support to develop and cultivate careers that are most meaningful to them and reward them based on their achievements. We’re currently growing one of our Federal Tax specialty areas, our Private Client Services (PCS) practice. PCS works with private companies, their owners, and other domestic and international high net worth individuals, serving as their advisor, advocate, teammate and partner. We are dedicated to helping our clients achieve their long-term goals by delivering highly personalized solutions that suit their unique needs.
How you will contribute
As a Senior Associate within Private Client Services, Tax you will:
- Assist with providing tax and consulting services to high net worth individuals in the areas of individual income tax, wealth transfer and succession planning, and international tax
- Assist with tax compliance for individual tax clients working proficiently with specific tax forms as follows: 1040, 1041, 709, and FinCEN 114
- Support a multidisciplinary team, assisting with tax-planning responsibilities for individual clients
- Assist with Identifying, researching, and providing analysis on a wide range of complex tax issues
- Attend client calls to understand critical areas of importance and apply tax technical knowledge to specific client situations
- Create deliverables that are concise, complete and address the elements deemed critical by the client
- Mentor Associates when they are supporting the same projects by delegating appropriate tasks, ensuring they complete tasks efficiently and sharing best practices
- Build client relationships and demonstrate a working knowledge of client businesses; with opportunity to assume additional responsibility quickly
- Identify opportunities to provide additional services to existing clients by using working knowledge of client businesses
- Build internal relationships with other members of the Federal Tax team and the greater A&M firm
- Value diversity of perspectives and creates opportunities for individuals to feel comfortable contributing
- Assist with business development, including add-on work by creating business development resources and proposal materials
Qualifications
- Bachelor’s degree in accounting
- 3-8 years of relevant experience
- CPA or Licensed Attorney (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
- Experience with GoSystems, OneSource, and research software preferred
- Ability to simultaneously work on several projects and effectively manage deadlines
- High motivation to learn and grow
- Detail-oriented and possess strong organizational skills
Your journey at A&M
We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person’s unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career. We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals.
