Associate, Financial Services Tax
Start Season & Year: Summer 2027
Earliest Graduation Date: April 2027
Latest Graduation Date: July 2027
About Alvarez & Marsal
Alvarez & Marsal (A&M) is a global consulting firm with entrepreneurial, action and results-oriented professionals. We take a hands-on approach to solving our clients’ problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M’s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are why our people love working at A&M.
The Team
A&M’s Tax Financial Services team specializes in providing tax support to global banks, private equity firms, and hedge funds. Our professionals have significant experience in complex financial instruments, business transactions, specializing in structuring global business operations and navigating regulatory and tax requirements across jurisdictions. Our team is committed to delivering exceptional value to our clients by understanding their unique needs and providing tailored tax solutions. By joining us, you will contribute to achieving our goals of excellence and client satisfaction, making a tangible impact within the organization and the industry at large.
How you will contribute
As a member of the Tax Financial Services team, you will:
Assist with the tax compliance process for partners’ estimates, quarterly estimated extensions payments, extensions and annual compliance filings for pass through and corporate entities
Assist in research and analysis of a wide variety of tax issues
Participate in potential tax-planning and consulting projects
Attend client calls to understand critical areas of importance and apply tax technical knowledge to specific client situations
Assist with creating deliverables that are concise, complete and address the elements deemed critical by the client
Work as part of a multidisciplinary team and clearly communicate work plan, project objectives, and timelines
Seek out opportunities to understand others’ experiences, perspectives, and differences
Build internal relationships with other members of the Tax team
Qualifications
Bachelor’s degree in Accounting
Familiarity with state and local tax compliance requirements is preferred
CPA (or in the process of pursuing)
Excellent verbal and written communication skills including the ability to articulate complex information clearly and concisely
Excellent research, writing, and analytical skills
Experience with all Microsoft Office products (with an emphasis on Excel)
Ability to simultaneously work on several projects and effectively manage deadlines
High motivation to learn and grow
Detail-oriented and possess strong organizational skills
Must be authorized to work in the US without the need for employment-based sponsorship now or in the future. A&M will not sponsor applicants for US work visa status for this role
Your Journey at A&M
We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person’s unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career. We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals.
Compensation Statement
The annual base salary is $90,000, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
Benefits Summary
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings’ fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k)-retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k)-retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M’s benefits programs.