Tax Analyst

Tax Analyst  Salary: $80k – $100k w/ bonus

Why The Tax Analyst Opportunity Stands Out:

• Opportunity for growth within the tax group!
• Equity/Stock Options!
• Collaborative Environment and Work Life Balance!

Tax Analyst Key Responsibilities:

• Prepare and review quarterly tax estimates, tax journal entries, and Schedule K-1s; support the transition of tax return preparation from external providers to internal processes as the firm scales
• Collect, analyze, and track K-1s from underlying partnerships; maintain accurate tax basis schedules and ensure timely investor reporting and state withholding compliance
• Collaborate cross-functionally with accounting, the CEO, CFO, and planning teams to deliver real-time tax forecasting, budgeting insights, and scenario modeling that inform business decisions
• Support new investment activity through tax diligence, participating in deal structuring discussions, and ensuring tax-efficient outcomes
• Utilize data analytics tools like Alteryx to automate workflows and enhance the accuracy and efficiency of tax data collection and reporting

Tax Analyst Qualifications:

• 1 -3 years of federal and/or state income and franchise tax experience
• Bachelor’s degree in Accounting; CPA, Masters in tax  
• Excellent attention to detail and critical thinking skills