Senior Associate | Tax

Asset Manager Services | Issuer Services | Private Wealth & Corporate

Ocorian helps asset managers, private wealth, corporates, and issuer clients handle operational and regulatory complexity at scale, giving them the freedom to focus on what they do best.

Whether they’re raising capital, expanding into new markets, acquiring a business, preparing for an exit or protecting wealth, we’re behind every move our clients make, creating capacity and removing burden so they can focus on growth, opportunity and performance.

With over 50 years’ of expertise, 20 locations and 2,000 expert colleagues, clients know they can rely on us when their challenges are complex, time-critical and consequential.

To find out more about Ocorian and our services, including regulatory information, visit ocorian.com

Salary Range

US$ 90,000 - 124,000

Purpose of the Job

You will support the delivery of high-quality tax compliance services to partnership and private client portfolios, including high-net-worth individuals and private equity structures. You'll play a hands-on role in managing tax engagements, identifying risks and opportunities, and building strong relationships with clients and colleagues.

Main Responsibilities

• Prepare partnership (Form 1065) and individual (Form 1040) tax returns, including multi-state filings and related disclosures.
• Review your own work to ensure accuracy, completeness, and compliance with tax regulations.
• Analyse financial and tax information to identify risks, issues, and planning opportunities.
• Research federal, state, and local tax matters and assist with responses to tax notices and enquiries.
• Collaborate with clients and colleagues to gather information and resolve tax matters efficiently.
• Maintain accurate and well-organised workpapers and supporting documentation.
• Manage assigned workstreams and deliver work within agreed deadlines.
• Support process improvements and contribute to best practices across the tax team.
• Participate in client communications and provide support on compliance-related matters.
• Support managers and senior team members with technical research, special projects, and advisory work, while providing guidance and support to junior team members as needed.

• Bachelor's degree in Accounting, Tax, Finance, or a related discipline.
• CPA qualification, or actively pursuing CPA certification, is preferred.

Knowledge, Skills and Experience

• Relevant experience in tax compliance, preferably within public accounting or professional services.
• Experience preparing complex partnership and high-net-worth individual tax returns, including multi-state compliance requirements.
• Strong technical tax knowledge, including partnership taxation, private equity structures, international tax considerations, and foreign reporting requirements, with the ability to research complex issues and communicate effectively with tax authorities.
• Advanced proficiency in Excel and experience using tax compliance software; experience with QuickBooks is an advantage.
• Strong analytical and problem-solving skills, with the ability to interpret complex financial and tax information and identify risks and opportunities.
• Effective communication and interpersonal skills, with the ability to build relationships and collaborate successfully with clients and colleagues.

All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful. These are:

• We are CLIENT CENTRIC - Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
• We are AMBITIOUS - We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
• We are AGILE - We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
• We are COLLABORATIVE - With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
• We are ETHICAL - We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.

Equal Opportunities for Everyone

Please let us know if there’s anything we can do to make the process easier for you. You can reach us at [email protected].

We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.