Apercen Partners LLC

Tax Senior Associate

Job Locations US-CA-Pasadena | US-IL-Chicago | US-CA-Folsom | US-NY-New York | US-CA-Palo Alto | US-OR-Portland | US-CA-San Francisco
Posted Date 2 months ago(1/19/2021 2:34 PM)
Job ID


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. 


As a senior associate, you’ll be coaching new associates, researching complex tax reporting and structuring, reviewing returns and acting as the “go-to” professional for the manager or partner on each engagement. If you’re passionate about tax, meticulous about your work product, and excited to serve and impress some of the world’s most wealthy and complex clients, you’re going to fit right in.


  • Provide compliance, research and consulting services to high net worth individuals and families, supervising several engagements at a time
  • Review work papers and tax returns in progress to ensure they meet firm standards
  • Prepare individual, flow-through entity, fiduciary and gift tax returns for high net-worth clients
  • Prepare quarterly estimated tax, year-end planning and extension analysis
  • On smaller engagements, perform all aspects of the engagement, including coordination with legal/investment advisors and client communications
  • Prepare federal and state tax authority correspondence
  • Supervise, train, and mentor associates and interns on tax compliance and consulting projects and provide real-time feedback
  • Perform in-charge role including coordination with engagement team and delegation of tasks
  • Maintain an extremely high level of confidentiality regarding all client matters


  • 3-5 years of income tax experience; emphasis in high net worth individuals preferred
  • Bachelor's degree, and/or J.D., LL.M. in Taxation, and/or Master's in Taxation (MST/MBT) from an accredited college/university
  • Licensed and active CPA (preferred) or all 4 parts of the CPA exam passed
  • Ability to identify most common considerations and research complex tax matters through resources available
  • Strong written and verbal communication skills
  • Ability to understand and simplify complex tax issues for associates
  • Desire to train, motivate and develop new associates and interns
  • Ability to work extended hours during busy times (February-April, August-October) and adhere to strict deadlines


  • Multi-state, foreign income reporting or gift and estate tax experience
  • Equity compensation (stock options, restricted stock 10b5-1 plans), complex capital transactions experience
  • Venture Capital, Private Equity and Hedge funds experience
  • Systems: GoSystems, BNA Income Tax Planner, Checkpoint RIA, Microsoft Office (advanced excel capabilities)

 Questions? Contact careers@apercen.com 

*Apercen Partners offers competitive benefits including medical, dental, vision, 401K matching, paid firm holidays, paid time-off and firm-sponsored technology.



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