Weaver is seeking talented and motivated Investment Funds Tax Associates to join our growing US Tax practice. This position is ideal for individuals who are detail-oriented, collaborative, and eager to build a career in US tax compliance and consulting within the financial services industry.
The successful candidate will be a team player who demonstrates initiative, accepts responsibility, communicates effectively, and manages multiple concurrent assignments of varying sizes and complexity. The role requires strong analytical and problem-solving abilities, attention to detail, and the flexibility to meet client and team deadlines during peak periods.
Key Responsibilities
- Prepare and review Federal and State tax returns for partnerships and corporations.
- Prepare and analyse financial and tax data for Investment Fund clients.
- Utilize tax software and research tools to support compliance and consulting engagements.
- Collaborate with team members and managers to deliver high-quality client service.
- Perform tax research and communicate findings effectively.
- Assist with various special projects and client deliverables as needed.
Required Qualifications
- Bachelor or Master degree in Accounting, Finance, or a related field.
- Minimum of 1+ years of experience in US Tax.
- Experience preparing Federal tax returns, including:
- Form 1065 (Partnership Returns)
- Form 1120 (Corporate Returns)
- Experience preparing or supporting State tax returns.
- Proficiency in tax and workflow applications such as:
- CCH Axcess
- ProSystem fx Engagement
- GoFileRoom
- Strong Microsoft Office skills.
- Strong interpersonal, written, and verbal communication skills.
- Ability to work independently and effectively manage multiple priorities.
- Willingness to work from the office and collaborate closely with team members and managers.
- Flexibility to work extended hours when business or client needs require.
Preferred Qualifications
- Master’s degree in US Taxation, CPA or EA Pursuing or Qualified.
- Experience serving clients in the Financial Services industry.
- Knowledge of: Tax provisions, Tax journal entries, Tax adjustments and reconciliations
- Advanced proficiency in Excel, including formulas, data analysis, and workpaper automation.
- Experience using tax research tools such as:
- Thomson Reuters Checkpoint
- CCH Research
- Strong analytical and problem-solving skills with a commitment to continuous learning and professional growth.
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