Position Details

Type Full-Time

Experience mid

Exp. Years 3+ years

Education Bachelor's degree in Accounting, Finance, Business, Education, Taxation, Business/Administration, or similar

Category Finance & Accounting

About this role

This role involves supporting tax planning and compliance for partnerships, focusing on federal and state income taxes, transaction support, and process optimization.

Key Responsibilities

Calculate tax basis and partnership accounts
Prepare memos and presentations
Review financial models
Conduct tax research
Support transaction diligence

Technical Overview

The technical environment includes tax research, financial modeling, and data translation using Power BI, Alteryx, and Excel.

Ideal Candidate

The ideal candidate is a mid-level tax analyst with 3+ years of experience in federal and state tax planning or compliance, particularly with partnerships. They possess strong analytical skills, proficiency in financial modeling, and experience with tax research and documentation.

Must-Have Skills

Partnership (Sub K) tax experiencefederal and state tax planning or compliancetax researchfinancial modelingmemo and presentation drafting

Nice-to-Have Skills

private equity taxreal estate taxenergy industry experience

Tools & Platforms

Power BIAlteryxExcel

Required Skills

Partnership (Sub K) taxfederal income taxstate income taxtransaction taxcash taxcredits and incentivestax modelingtax researchPower BIAlteryxExcelmemo draftingpresentation skills

Hard Skills

US federal and state income taxtransaction tax return supportcash tax optimizationcredits and incentivestransaction diligencetax basis calculation704(b) capital accountsfinancial modelingtax researchPower BIAlteryxExcelmemo and presentation draftingPartnership (Sub K) tax

Soft Skills

analytical skillscommunicationcross-functional collaborationexplain tax-related itemsprocess improvement

Industry & Role

Industry Energy, Private Equity, Real Estate

Job Function Tax planning and compliance for partnerships

Keywords for Your Resume

Partnership (Sub K) taxfederal and state income taxtransaction taxcash tax optimizationtax basis calculation704(b) capital accountsfinancial modelingtax researchPower BIAlteryxExcelmemo and presentationtax compliancetax planningenergyprivate equityreal estate

Deal Breakers

Lack of partnership tax experience, Less than 3 years of relevant tax experience, No experience with tax modeling tools like Power BI or Alteryx

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