Investment Funds Associate - US Tax

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.
  
  

• 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.
  

• 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.