Senior Tax Analyst

Overview

As a Senior Tax Analyst, you will serve as a trusted advisor to leadership by helping to prepare various tax filings and advise them on tax consequences of business transactions. You’ll use your communication, analytical, and problem-solving skills to review tax related questions from leadership, ownership, and project teams including federal tax, state and local tax, ad valorum tax, and payroll related taxes.

• Prepare annual tax compliance for partnerships, S-corporations, and private foundations that operate in multiple states
• Assist with shareholder distribution and tax payment calculations
• Coordinate with third-party tax providers regarding the preparation of shareholder related income tax returns
• Maintain fixed asset ledger for accounting and tax related depreciation expense
• Serve as one of the organization’s contacts to address questions related to sales and use tax compliance for construction related operations
• Prioritize between multiple projects on a time-sensitive basis

• A minimum of 3-5 years of tax related compliance experience
• Bachelor’s degree in accounting or finance
• CPA or EA strongly preferred
• Working knowledge of passthrough taxation and PTE tax required
• Experience in the preparation of complex tax returns for high-net-worth individuals, partnerships, and S-corporations
• Proficiency with the Microsoft Office Suite, Sage Fixed Assets, Lacerte Tax, Pro Series Tax, One Source Tax, and RIA Checkpoint
• Collaborative team player with strong interpersonal, organizational, analytical, and communication (oral and written) skills
• Exceptional business ethics
• Detail-oriented and adheres to industry professionalism standards
• Must possess excellent written and oral communication skills and able to effectively communicate with legal, business, finance, and technical professionals