Position Details
About this role
Senior Associate tax role focusing on partnership tax planning and compliance, with Power BI/Alteryx data tools, on-site in Boston.
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
Tax planning and compliance for partnerships; data analytics with Power BI and Alteryx; includes memo drafting and cross-functional collaboration.
Ideal Candidate
The ideal candidate is a senior-level tax professional with Sub K partnership tax experience and strong data skills (Power BI/Alteryx) to drive planning and compliance on-site in Boston.
Must-Have Skills
Nice-to-Have Skills
Tools & Platforms
Required Skills
Hard Skills
Soft Skills
Industry & Role
Keywords for Your Resume
Deal Breakers
Must be able to work on-site in Boston, MA, 3+ years federal and state tax experience for partnerships, Partnership (Sub K) tax experience
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