Role OverviewThe Sr. Tax Analyst will prepare and train others in calculating the partnership tax workpapers, including partner allocation of taxable income and expense items, tax returns and their associated schedules and attachments, reportable transaction analysis, fund structure guidance, tax estimates, as well as other client deliverables. The Sr. Tax Analyst must possess alternative tax experience in addition to having a strong client relationship focus and a team attitude.
What You Will Do
Prepare and review investment security analysis, work with Financial Reporting and Fund Accounting teams, clear audit points, prepare and review the income tax provision, review the income tax allocations to each partner, consult and train others on funds structure to understand the flow through of income and expense items properly, review prepared reportable transactions, prepare federal and state returns, file return on behalf of the client with federal and local tax agencies.
Why It Might Be a Fit
The ideal candidate will have a BS/BA degree in Accounting/Finance or equivalent work experience, minimum of two years of Partnership tax experience, solid understanding of tax concepts, practices, and procedures, strong client service skills, ability to understand financial statements and fund accounting reports and spreadsheets, proficiency in Microsoft Excel and Word, and ability to conceptualize and execute projects and initiatives through to completion.
Requirements
- BS/BA degree in Accounting/Finance or equivalent work experience
- Minimum of two years of Partnership tax experience
- Solid understanding of tax concepts, practices, and procedures
- Strong client service skills
- Ability to understand financial statements and fund accounting reports and spreadsheets
- Proficiency in Microsoft Excel and Word
Benefits
- Long-term savings
- Healthcare
- Income protection
- Professional development opportunities
- Time off
- Annual target bonus
- Base salary
- Discretionary bonuses
- Profit-sharing
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