Position Details
About this role
This role involves supporting tax planning activities for a growing company, focusing on partnership tax, compliance, and transaction support in energy, private equity, or real estate sectors.
Key Responsibilities
- Calculate tax basis and partnership impacts
- Prepare memos and presentations
- Review financial models
- Assist with tax research
- Support transaction diligence
Technical Overview
The technical environment includes federal and state tax regulations, financial modeling in Excel, and data translation using Power BI and Alteryx.
Ideal Candidate
The ideal candidate is a mid-level tax analyst with 3+ years of experience in federal and state tax planning, partnership tax, and financial modeling. They should have strong analytical skills and experience with tools like Power BI and Alteryx, and be capable of supporting complex tax projects in energy, private equity, or real estate sectors.
Must-Have Skills
Nice-to-Have Skills
Tools & Platforms
Required Skills
Hard Skills
Soft Skills
Industry & Role
Keywords for Your Resume
Deal Breakers
Lack of partnership tax experience, No proficiency in Excel modeling, No experience with tax research or memos, Bachelor's degree not in relevant field
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