Senior Tax Analyst

Responsibilities

• Manage the overall U.S. tax compliance process for various senior executive benefit program investment vehicles, generally treated as partnerships for U.S. tax purposes.
• Liaise with various departments to gather and organize data required for U.S. tax compliance process.
• Prepare and review quarterly estimate information and calculate tax distributions.
• Prepare and review quarterly and annual state pass-through entity tax (PTET) filings and payments.
• Address questions regarding the senior leadership benefit programs and investor tax reporting.
• Partner with other members of the tax team and other departments to drive automation initiatives and improve tax compliance processes.
• Manage any tax audits for the employee investment entities and respond to inquiries and notices from tax authorities.
• Assist with resolving complex technical tax issues, consulting with experts, and preparing well-synthesized findings to tax management team.
• Participate in cross-functional projects to support operations, drive departmental excellence, and foster teamwork.
• Monitor the changing tax landscape and assist with strategic tax planning initiatives.
• Affiliate with broader U.S. tax compliance team processes and initiatives, including Schedule K-1 and U.S. income tax return processes as well as special projects associated with the firm’s investment funds and management entities.

Requirements

• Bachelor’s degree required
• 3-6 years of relevant tax experience within public accounting and/or asset management
• Experience interacting with clients a must
• Understanding of partnership taxation, financial products, and their tax implications
• Experience working on Forms 1040 and family office tax matters a plus
• Strong technical proficiency with web applications and MS Office

Pay

$120,000-$180,000