Tax Investment Funds - Senior Associate

Position Profile

Investment Funds - US Tax (Partnership – Private Equity, Hedge Funds and FOFs)

Weaver is seeking talented and motivated Investment Funds Tax Senior 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 3+ years of experience in Private Equity, Hedge Funds and FOFs.
• Experience preparing Federal and State Tax Returns, including:
• Form 1065 (Partnership Returns)
• Form 1120 (Corporate 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 Wealth and Asset Management (Investment Funds) 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.