Description
We are seeking a Senior Tax Analyst to join our Family Office tax team. This role offers the opportunity to work on complex tax matters for high-net-worth individuals and related entities in a collaborative environment. The Senior Tax Analyst's responsibilities include, but are not limited to:
- Prepare federal and state income tax returns for investment partnerships, complex trusts, private foundations, and individuals using leading tax compliance software.
- Perform self-review of prepared tax returns and clear internal review notes.
- Assist with federal and state tax notices and audits.
- Monitor and analyze changes in federal tax laws, regulations, rulings, and court decisions; assess their impact and implement compliance strategies.
- Identify and resolve technical tax issues, applying authoritative guidance to support conclusions.
- Conduct tax research and stay current on regulatory developments.
Requirements
The successful candidate will meet the following qualifications:
- Bachelor's degree in Accounting required; CPA certification preferred.
- MBA or Master's in Taxation is a plus.
- 2 years of experience with a regional, national, or Big 4 public accounting firm.
- Experience working with high-net-worth individuals or a private client background is preferred.
- Strong knowledge of state income and franchise tax compliance across multiple jurisdictions.
- Expertise in tax compliance, research, and technical interpretation, with a solid understanding of the Internal Revenue Code for partnerships, trusts, private foundations, and individuals.
- Exceptional analytical, communication, and interpersonal skills.
- Proficiency in Microsoft Excel, including pivot tables, XLOOKUP, and INDEX-MATCH, and familiarity with tax software such as CCH Axcess Tax and Checkpoint Edge.
- Highly organized, detail-oriented, and able to manage multiple priorities and deadlines.
- Self-motivated with the ability to work independently and collaboratively.
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