Position Details

Type Full-Time

Experience mid

Exp. Years 3+ years

Education Bachelor's degree in Accounting, Finance, or similar

Category Finance & Accounting

About this role

Senior Tax Analyst - Partnerships role focusing on partnership tax planning and compliance, with data tools Power BI and Alteryx, on-site in Jacksonville.

Key Responsibilities

calculate tax basis, 704(b) capital accounts, and transaction-related impacts
prepare memos and presentations documenting diligence and transactions
review financial models including cash taxes, partnership capital accounts, and incentives
perform tax research for unique tax patterns
collaborate cross-functionally to support transactions and ensure tax modeling accuracy

Technical Overview

Emphasis on federal/state tax, Sub K partnership tax, transaction diligence, and cash tax optimization using Power BI/Alteryx/Excel.

Ideal Candidate

The ideal candidate is an associate actuary or mid-level actuarial professional with strong tax background, partnership tax experience, and proficiency in Power BI/Alteryx to support tax planning and compliance on-site in Jacksonville, FL.

Must-Have Skills

Bachelor's degree in AccountingFinanceor similar3+ years federal and state tax compliance or planning for partnershipsPartnership (Sub K) tax experiencePower BIAlteryxExcelPowerPointCross-functional collaborationTax research

Nice-to-Have Skills

Experience with private equity or real estate taxIndustry experience in energyprivate equityor real estate is a plus

Tools & Platforms

Power BIAlteryxExcelPowerPoint

Required Skills

Hard Skills

Power BIAlteryxExcelPowerPointUS federal income taxfederal taxstate taxtransaction taxtax planningtax compliancePartnership (Sub K) taxtax researchmemo draftingcross-functional collaboration704(b) capital accountstax basiscash tax optimization

Soft Skills

Analytical thinkingCommunicationCross-functional collaborationPresentation skillsProblem-solvingTeamwork

Industry & Role

Industry Consulting

Job Function Support partnership tax planning and compliance for a client

Role Subtype Associate Actuary

Keywords for Your Resume

Senior Tax Analyst - PartnershipsPartnership (Sub K) taxPower BIAlteryxExcelPowerPointUS federal income taxfederal taxstate taxtransaction taxcash tax optimizationtax planningmemo draftingpresentationstax researchtax compliancepublic accounting firmcross-functionalenergyprivate equityreal estate tax704(b) capital accountstax basis3+ years

Deal Breakers

Must be able to work on-site in Jacksonville, FL, 3+ years of federal and state tax experience for partnerships, Partnership (Sub K) tax experience

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