Associate, Financial Services Tax - Summer 2027

Associate, Financial Services Tax (Summer 2027)

Location: New York, NY, United States
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 and business transactions, specializing in structuring global business operations and navigating regulatory and tax requirements across jurisdictions. Our team is committed to delivering exceptional value by understanding clients’ unique needs and providing tailored tax solutions.

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 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 plans, 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 with 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 prioritize an employee experience that supports each person’s unique professional and personal development. Our performance development process promotes continuous learning, rewards contributions, and fosters a culture of meritocracy. With training and on-the-job learning opportunities, you can acquire new skills and advance your career. We also prioritize well-being through benefits and resources.

Our people consistently highlight growth opportunities, our unique entrepreneurial culture, and the fun we have together as some of the best aspects of working at A&M.

Compensation Statement

The annual base salary is $90,000, dependent on variables including education, experience, skills, and geography. A&M also offers a discretionary bonus program 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 entitled to participate in Alvarez & Marsal Holdings’ fringe benefits, including 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 eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k)-retirement savings plan from Alvarez & Marsal. 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.

Culture & Values

At Alvarez & Marsal, our core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity guide everything we do, shaping a culture rooted in entrepreneurship, impact, and integrity. We trust our people to take ownership early, contribute to meaningful challenges, and drive results that matter. We empower growth and champion diverse perspectives, and above all, value doing the right thing.

Equal Opportunity Employer

Alvarez & Marsal provides and promotes equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws.

Unsolicited Resumes from Third-Party Recruiters

As per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person, or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person, or entity.