Winter 2026 Tax Associate

Apercen Description

Apercen Partners LLC provides comprehensive tax compliance and consulting solutions for ultra-high net worth families. Our clients are some of the most successful corporate executives, technology entrepreneurs, and general partners of venture, hedge, and private equity funds. Since our inception in 2008, we’ve become a recognized leader throughout professional services industries. Our growth has been driven by superior client service and supported by a dynamic and innovative culture. A career at Apercen Partners LLC offers an opportunity to make an impact in a fast-growing organization.

While tax is the core of what we do at Apercen, our clients consider us trusted advisors for all financial aspects of their personal and professional lives. Our platinum-level client service model has allowed us to harvest deep rooted relationships with our clients and their other trusted advisors. Apercen continues to grow, and we are seeking individuals who can advise clients as well as manage, grow, and develop their own team of professionals.

Position Summary

As a Tax Associate, you will be responsible for preparing individual, fiduciary, and entity tax returns, communicating with tax authorities and working with your engagement team to ensure work is prepared, reviewed, completed and timely filed ahead of all federal and state filing deadlines. Apercen Partners is a platform for individuals with a passion for tax and client service, who want to perform at the highest level. If you’re passionate about tax, want to be at the forefront of solving the most complex tax issues, meticulous about your work product, and excited to serve and impress some of the world’s most wealthy clients, you’re going to fit right in.

Responsibilities

• Prepare & review individual, partnership, flow-through entity, fiduciary, gift, and other various tax returns for clients


• Prepare tax work papers, extensions, quarterly estimates, and tax research for clients


• Research and analyze issues in connection with the preparation, review, and delivery of tax returns and written tax advice


• Perform all aspects of engagement tasks assigned under oversight of senior staff and maintain minimum client contact


• Assist Senior Associate and Manager with tax return compliance and consulting projects


• Stay current on latest tax law changes as well as the AICPA Code of Professional Conduct, Circular 230, State Board of Accountancy, and Franchise Tax Board regulations


• Maintain an extremely high level of confidentiality regarding all client matters

Qualifications

• At least one year in public accounting and/or equivalent experience in corporate finance or accounting;


• Bachelor’s degree from an accredited college/university (including eligibility to sit for the CPA Exam) by December 2025


• Strong tax research skills, attention to detail, verbal and written communication skills


• Able to prioritize responsibilities, multitask in fast-paced environments, and work successfully in independent and team settings


• Plans to obtain the CPA designation (California, Oregon or New York preferred)


• Ability to work extended hours during busy times (February-April, August-October)


• Ability to manage multiple large projects concurrently


• Ability to build and maintain a proactive, professional relationship with teams

Desired Qualifications

• CPA, J.D., LL.M. in Taxation, and/or Master's in Taxation (MST/MBT) from an accredited college/university


• Experience with venture capital, private equity, and hedge funds


• Systems: GoSystems, Checkpoint RIA, Microsoft Office (advanced excel capabilities)

Apercen is required by law to include a reasonable estimate of the compensation range for this role for those assigned and/or hired to work in for New York City Metro Area, Colorado, Washington State, and California. The salary range for all localities is $85,000 - $89,000. Individual salaries within this range are determined through a wide variety of factors including but not limited to education, experience, knowledge, certifications, skills and geography. In addition, at Apercen we offer a comprehensive benefits package that is designed to meet the changing needs of our diverse workforce and help everyone achieve and maintain their best possible physical, emotional, and financial health. Apercen’s benefits package includes selections for medical, vision, and dental coverage, 401(k)plans, life insurance, long and short-term disability, and generous paid time off plans. You’ll also be granted time off for designated Apercen Paid Holidays, Personal/Family Care, and other leaves of absence as needed to support your well-being.

Your privacy is very important to us, we do not sell your Personal Information to anyone. Prior to submitting your application, please review our privacy notice available at https://apercen.com/candidatenotice.