Position Details
About this role
This role involves supporting tax planning and compliance activities for a growing energy, private equity, or real estate company, focusing on partnership structures and transaction diligence.
Key Responsibilities
- Calculate tax basis and partnership accounts
- Prepare memos and presentations
- Review financial models
- Assist with tax research
- Support transaction diligence
Technical Overview
The technical environment includes tax research, financial modeling in Excel, and data translation using Power BI and Alteryx, with a focus on US federal and state income tax.
Ideal Candidate
The ideal candidate is a mid-level tax analyst with at least 3 years of experience in federal and state tax planning or compliance, particularly with partnerships and Sub K structures. They possess strong analytical skills, proficiency in Excel, and familiarity with tax research tools like Power BI and Alteryx.
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 (Sub K) tax experience, Inability to work with Excel and financial modeling, No experience in federal or state tax planning
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