The Senior Analyst will support tax planning activities related to US federal and state income tax, transaction support, and compliance, collaborating across departments to optimize tax strategies and ensure accurate tax modeling and documentation.
Key Responsibilities
Support tax planning activities including US federal and state income tax, transaction tax return support, and cash tax optimization.
Calculate tax basis, 704b capital accounts, and transaction-related impacts, and explain their tax implications.
Prepare memos and presentations to document diligence and transactions.
Review financial models related to cash taxes, partnership capital accounts, and credit incentives.
Assist with tax research for complex or unique tax scenarios.
Collaborate with Accounting, Business Development, and Portfolio Finance to support transactions and ensure accurate tax modeling.
Drive process improvements to optimize tax planning efficiency.
Requirements
Bachelor's Degree in Accounting, Finance, Business, Education, Taxation, Business Administration, or similar field
At least 4 years of professional experience in tax-related roles
2 to 3 years of federal and state tax compliance or tax planning experience with a public accounting firm or large corporate tax department
Experience with Partnership Sub K tax
Ability to calculate tax basis, 704b capital accounts, and transaction-related impacts while explaining the impacts for tax compliance
Experience in preparing memos and presentations to document diligence and transactions
Ability to review financial models, including cash taxes, partnership capital accounts, and credit incentives related items
Experience with tax research for unique tax fact patterns
Ability to collaborate closely with Accounting, Business Development, and Portfolio Finance to support transactions and ensure tax modeling accuracy
Strong organizational skills with the ability to handle multiple concurrent efforts and provide high-quality deliverables accurately and on time
Strong analytical skills and proficiency in Excel modeling
Proficiency in PowerPoint for preparing presentations
Desire to learn data translation using Power BI, Alteryx, and Excel
Benefits & Perks
Salary range of $99,000 to $116,500 USD
Annual cash bonus based on personal and company performance
Hybrid work schedule with in-office collaboration on Tuesdays and Thursdays
Comprehensive benefits including medical, dental, and vision care
Health savings accounts (HSAs) with company contributions
Health flexible spending accounts (FSAs)
Dependent daycare FSAs
Commuter benefits
Relocation assistance
401(k) plan with employer match
Life and accident insurances
Fertility programs
Adoption assistance
Generous parental leave
Tuition reimbursement
Benefits for employees in same-sex marriages, civil unions, and domestic partnerships
Ready to Apply?
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