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 activities for a growing energy, private equity, or real estate company, focusing on partnership structures and transaction support.

Key Responsibilities

Support tax planning activities
Prepare memos and presentations
Review financial models
Assist with tax research
Collaborate with cross-functional teams

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 and compliance, particularly with partnerships and Sub K structures. They possess strong analytical skills, proficiency in Excel, and familiarity with tax research and modeling tools.

Must-Have Skills

Partnership (Sub K) tax experiencefederal and state tax planning or compliancedrafting memos and presentationstax researchExcel modeling skills

Nice-to-Have Skills

private equity taxreal estate taxindustry experience in energyPower BIAlteryx

Tools & Platforms

Power BIAlteryxExcel

Required Skills

Partnership (Sub K) taxfederal income taxstate income taxtax planningtax compliancecash tax optimizationtax researchExcelPower BIAlteryxfinancial modelstransaction diligencememo drafting

Hard Skills

US federal and state income taxtransaction tax return supportcash tax optimizationcredits and incentivestax researchExcelPower BIAlteryxPartnership (Sub K) tax

Soft Skills

analytical skillscommunicationcross-functional collaborationexplain tax-related itemsproblem-solving

Industry & Role

Industry Energy, Private Equity, Real Estate

Job Function Tax planning and compliance support for partnerships

Keywords for Your Resume

Partnership (Sub K) taxfederal and state income taxtax planningtax compliancetransaction taxcash tax optimizationtax researchExcelPower BIAlteryxmemo and presentation draftingfinancial modelspartnership capital accountstransaction diligenceindustry experience in energyprivate equityreal estatefinancial modelingmemo and presentation

Deal Breakers

Lack of partnership tax experience, No experience with federal or state tax planning, No proficiency in Excel modeling, Bachelor's degree not in relevant field

Apply for this Position →

Get matched to jobs like this

Luna finds roles that fit your skills and career goals — no endless scrolling required.

Create a Free Profile

Senior Director OneStream Financial Systems

Get matched to jobs like this