Position Details

Type Not Specified

Experience mid

Exp. Years 3+ years

Education Bachelor's degree in Accounting, Finance, or similar

Category Finance & Accounting

About this role

Publicly traded company seeks a Senior Tax Analyst to support tax planning and compliance for partnerships, including US federal/state tax, credits/incentives, and transaction diligence, with cross-functional collaboration to ensure accurate tax modeling.

Key Responsibilities

Calculate tax basis and partnership-related items; Prepare memos and presentations; Review financial models; Conduct tax research; Collaborate with Accounting, Business Development, and Portfolio Finance to support transactions

Technical Overview

Focus on partnership taxation (Sub K), tax research, and data translation using Power BI and Alteryx; strong Excel modeling and presentation skills.

Ideal Candidate

The ideal candidate is a senior tax analyst with 3+ years of partnership (Sub K) tax experience, strong analytical and Excel modeling skills, and proficiency in Power BI and Alteryx to support cross-functional transactions.

Must-Have Skills

3+ years federal/state tax compliance or planning for partnershipsPartnership (Sub K) tax experienceProficiency with Power BIAlteryxand ExcelAbility to draft memos and presentations

Nice-to-Have Skills

Private equity or real estate tax experienceIndustry experience in energyprivate equityor real estate

Tools & Platforms

Power BIAlteryxExcelPowerPoint

Required Skills

federal tax compliancestate tax compliancepartnership taxSub K taxtax planningtax researchmemo draftingpresentationsPower BIAlteryxExcel modelingPowerPointcross-functional collaborationtransaction diligencetax modeling

Hard Skills

Federal tax complianceState tax compliancePartnership taxSub K taxTax planningTax researchMemo draftingPresentationsPower BIAlteryxExcel modelingPowerPoint

Soft Skills

Cross-functional collaborationAnalytical thinkingCommunication

Industry & Role

Industry Energy

Job Function Tax planning and compliance for partnerships (Sub K) with cross-functional transaction support

Role Subtype Senior Tax Analyst

Tech Domains Power BI, Alteryx, Excel

Keywords for Your Resume

Senior Tax AnalystPartnership taxSub Kfederal taxstate taxtax compliancetax planningmemo draftingpresentationsPower BIAlteryxExcelPowerPointcross-functionalprivate equityreal estate taxtransaction diligencetax modelingpartnership taxsub k

Deal Breakers

No Sub K tax experience, Less than 3 years in federal/state tax for partnerships, No Power BI/Alteryx experience

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Senior Tax Analyst - Partnerships

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