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 activities for partnerships, including compliance, transaction support, and financial modeling. The candidate will prepare memos, review financial models, and assist with tax research.

Key Responsibilities

Support tax planning activities
Prepare memos and presentations
Review financial models
Assist with tax research
Drive process improvements

Technical Overview

The technical scope includes federal and state income tax, partnership tax, financial modeling using Excel, and data translation with Power BI and Alteryx.

Ideal Candidate

The ideal candidate is a mid-level tax analyst with at least 3 years of experience in federal and state tax planning, partnership tax, and financial modeling. They should be proficient in Excel, PowerPoint, and data translation tools like Power BI and Alteryx, with strong analytical and communication skills.

Must-Have Skills

Partnership (Sub K) tax experienceExperience with federal and state tax planning or complianceAbility to draft memos and presentationsSupport for tax diligence and financial modeling

Nice-to-Have Skills

Experience with private equity or real estate taxIndustry experience in energyprivate equityor real estateExperience with Power BIAlteryxExcel

Tools & Platforms

Power BIAlteryxExcelPowerPoint

Required Skills

Tax PlanningUS Federal and State Income TaxPartnership (Sub K) TaxFinancial ModelingExcelPowerPointPower BIAlteryxTax DiligenceMemoranda

Hard Skills

Tax PlanningUS Federal and State Income TaxTransaction Tax Return SupportCash Tax OptimizationCredits and IncentivesTax DiligenceMemorandum and Presentation PreparationFinancial ModelingExcelPowerPointTax ResearchPartnership (Sub K) TaxData TranslationPower BIAlteryx

Soft Skills

Analytical SkillsCommunicationCross-functional CollaborationProblem-solvingDetail-oriented

Industry & Role

Industry Energy, Private Equity, Real Estate

Job Function Tax analysis and compliance support for partnerships

Keywords for Your Resume

Tax PlanningUS Federal and State Income TaxTransaction Tax Return SupportCash Tax OptimizationCredits and IncentivesPartnership (Sub K) TaxFinancial ModelingExcelPowerPointTax ResearchData TranslationPower BIAlteryxMemorandaTax DiligencePartnership (Sub K) tax

Deal Breakers

Lack of partnership tax experience, No experience with federal and state tax planning, Inability to draft memos or support financial modeling

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