Senior Portfolio Tax Associate

Our client in the financial services industry is looking for a Senior Portfolio Tax Associate to join their team in Orange County


Job Description:

  • Prepare information for supporting tax documentation
  • Help resolve exceptions between internal and external systems
  • Prepare, review and reconcile tax reports and documents
  • Help identify/assess business risk
  • Serve as a technical resource and liaison between internal and external business partners
  • Review and implement improvements to processes



  • MBT preferred
  • CPA preferred
  • Proficient with the Microsoft Office Suite, including strong Excel skills
  • Strong analytical, problem-solving and organization skills
  • Excellent verbal, written and interpersonal communication skills
  • Able to adapt to changing priorities
  • Able to work on multiple projects with accuracy and efficiency, while keeping to deadlines
  • Detail-oriented
  • A team player
  • Strong work ethic



  • Bachelor’s degree in finance, accounting, economics, business or related field and a minimum of 1 years’ relevant experience

Ref #22456

Alex RealSenior Portfolio Tax Associate