Tax Accountant – Masters Taxation – Hybrid – Downtown

70,000 to 110,000K (Masters & CPA)

Tax Associate needed!

CFS has partnered with a large financial institution based in Stamford to help find their next Tax Associate.  This person will assist the existing tax team with various tax functions including preparing partnership and corporate federal, and state tax returns.  This person will also maintain the company’s tax partnership book and tax capital accounts, perform tax technical research among other functions.

Why join this company?

  • Created in 1997 as a subsidiary of a large, well known financial institution
  • Growing through acquisitions of large and small companies around the world
  • International footprint with about 530 employees
  • Recently adopted a sustainable approach to their business and how it effects the world
  • Strong management team with leaders in their space
  • Part of the Corporate Controllers group with a responsibility of closing the books and records for the entire company
  • Room for advancement within the group and throughout the company
  • Hybrid work schedule
  • Generous PTO
  • Competitive compensation structure


  • Responsible for tax compliance and research functions essential to the preparation of partnership and corporate federal, state, and foreign income tax returns associated with the firm’s operating and management companies (e.g., Form 1065s, Schedule K-1s, Form 1120s, Form 5471s, Form 8858s, and Form 8865s)
  • Assist in the preparation of partnership book and tax capital accounts
  • Contribute to development and enhancement of technological systems and automation of standard processes, including tax provision, transfer pricing, tax return workpapers, investor tax estimate statements, and investor capital account reporting
  • Assist in special projects such as internal restructurings, acquisitions, dispositions, transfer pricing, and tax audits


  • 1-3 years of relevant Tax experience in public accounting or industry
  • Bachelor’s degree in accounting, or related field
  • CPA &/or Master’s in Taxation preferred
  • Strong Excel skills
  • Prior experience with Partnership Tax returns
  • Indirect and Direct Tax experience
  • Familiarity with SAP is preferred
  • Prior experience with Power Automate and Alteryx preferred

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