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Alvarez & Marsal · 2 weeks ago

Senior Associate, Federal Tax (Private Client Services)

West Palm Beach, FL

Full-time

Onsite

Mid, Senior Level

$85K/yr - $105K/yr

2+ years exp

Alvarez & Marsal (A&M) is a global consulting firm dedicated to solving clients' problems and helping them reach their potential. They are seeking a Senior Associate in their Private Client Services practice to assist with tax and consulting services for high net worth individuals, providing personalized solutions and building client relationships.

ConsultingProfessional Services

Growth Opportunities

H1B Sponsor Likely

Responsibilities

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

Qualification

CPALicensed AttorneyIndividual income taxWealth transfer planningInternational taxMicrosoft Office (Excel)GoSystemsOneSourceResearchAnalytical skillsCommunicationDetail-orientedOrganizational skillsHigh motivation to learn

Required

Bachelor's degree in Accounting

2+ 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)

Ability to simultaneously work on several projects and effectively manage deadlines

High motivation to learn and grow

Detail-oriented and possess strong organizational skills

Preferred

Experience with GoSystems, OneSource, and research software

Benefits

Healthcare plans

Flexible spending and savings accounts

Life

AD&D

Disability coverages

401(k) retirement savings plan

Paid time off including vacation

Personal days

Seventy-two (72) hours of sick time

Ten federal holidays

One floating holiday

Parental leave

Company

Alvarez & Marsal

Glassdoor4.1

Alvarez & Marsal provides advisory services related to turnaround management and performance improvement.

Founded in 2003

New York, New York, USA

10001+ employees

http://www.alvarezandmarsal.com/

H1B Sponsorship

Alvarez & Marsal has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

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Trends of Total Sponsorships

2025 (3)

2024 (1)

2023 (3)

2022 (2)