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Aprio PH - Senior Associate Tax, Financial Service Sector

Aprio· Tax
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Hybrid (Makati City, Metro Manila / Clark, Pampanga)Aprio PhilippinesPosted 4w ago

About the role

Senior Tax Associate at Aprio Philippines supporting the Financial Service sector, hybrid work arrangement.

Responsibilities

  • Responsible for preparing complex Financial Service sector tax returns, including hedge funds, private equity firms, broker-dealers, investment managers, HNW, family office.
  • Prepare and review tax workpapers, schedule K-1s/K-3s, tax estimates, and tax filings related to funds and holding investment companies (including but not limited to extensions, forms 1065, 1120, 1120-F, 8865, 8886, 8621, 5471, 1042, PFIC Statements, FBARs, etc.).
  • Perform research, analysis and write up work in connection with planning memoranda, tax issue resolution and tax opinions.
  • Assist with federal, state, and local tax notices resolutions, estimates tax payments, applications for EINs/form 8832 check-the-box elections, and Forms W-9s/W-8s.
  • Research and consult on various tax engagements.
  • Respond to inquiries from the IRS and other tax authorities.
  • Utilize tax preparation software to prepare, review and process returns.
  • Interact with managers, partners and clients.

Qualifications

  • Bachelor’s degree in accounting from an accredited college/university required; MST is a plus.
  • Minimum 3-5 years of progressive tax compliance experience in a CPA or law firm servicing financial services clients required.
  • CPA license or EA designation a plus.
  • Working knowledge and/or experience with tax compliance for partnership and HNW/family office entities required.
  • Strong research, writing and analytical skills.
  • Overall planning and problem-solving experience. Excellent interpersonal, verbal and written communication skills.
  • Strong Microsoft Office Suite skills.
  • Knowledge of tax software, preferably CCH Axcess.
  • Ability to work additional hours as needed to meet client deliverables.
  • Amenable to a hybrid work arrangement (2 days onsite and 3 days WFH), with full-time onsite work required during the first 2 months.
  • Amenable to working on a mid shift schedule (3pm-12mn PHT)

Skills

Required:Tax preparation and complianceTax research and analysisInterpersonal and client communication

Benefits

  • Wellness program
  • HMO coverage
  • Rewards and Recognition program
  • Free shuttle service (provided by CDC for onsite employees)
  • Free lunch meal (For onsite employees)
  • On-demand learning classes
  • Discretionary time off and Holidays
  • Performance-based salary increase
  • Discretionary incentive compensation based on client or individual performance
  • Hybrid set up to selected roles/location, terms and conditions may apply
  • CPA & Certification Assistance and Bonus Program
Last updated Oct 21, 2026. Interested? Apply on the company site.

About Aprio

Grow with Aprio

Aprio is the business advisory, tax, and accounting firm for innovators, business leaders, and entrepreneurs. Get the guidance, technology, and resources you need to compete, scale, and meet what's next with confidence.

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