Tax Analyst

Job Summary

Under general direction, the Tax Analyst will be responsible for the preparation of tax related projects and returns associated with U.S. federal, state, local, and international tax matters. The position will require interaction with the tax team, corporate accounting group, financial analysis, local controllers, and external service providers.

Job Description

• Assemble and organize data to provide to external advisors for Partnership and C corporation tax return preparation, including various federal, state, and international related data. Proactively work with corporate accounting group and local controllers to obtain data required for the tax return.
• Assist with preparation of tax depreciation calculations (knowledge of BNA a plus).
• Assist with quarterly federal and states estimates and distributions.
• Work collaboratively with external consultants regarding Real Estate and Personal Property Tax matters. Assist with property tax payments, maintain the property tax calendar, and analyze the change in property tax payments from year to year. Coordinate information needed for filings, payments, notices, and signatures. Identify, develop and implement process improvements.
• Assist with preparing schedules/analysis of the various tax accounts and transactions to support financial analysis, accounting, and legal ops teams.
• Assist with various tax related projects, as needed, including but not limited to assisting with maintaining tax calendars, reporting for various tax calculations/incentives, organizing information within SharePoint, assisting with state registrations, withdrawals, annual reports, and supporting federal and state income tax audits – including gathering supporting information and documentation.
• Monitor and help manage the Tax Department’s physical mail and shared mailbox, including scanning, organizing, routing, and tracking correspondence; identify notices, filing deadlines, payment requests, and other time-sensitive items; and follow up with the appropriate team members to support timely resolution.
• Ownership of assigned projects/tasks, including communication of project status with appropriate documentation, and regular follow-up until projects are complete.

Minimum Job Requirements

• Bachelor's degree in Accounting.
• 1-2 years of experience with knowledge in income tax matters.
• Strong attention to detail and communication skills.

Preferred Job Requirements

• Master’s in Taxation (MST), CPA or J.D. preferred.
• Experience with tax planning, research, accounting for income taxes, partnership taxation, and international tax compliance (a plus but not required).
• Intermediate level skill in Microsoft Excel (for example: using SUM function, setting borders, setting column width, inserting charts, using text wrap, sorting, setting headers and footers and/or print scaling).
• Knowledge of pivot tables, VLOOKUP/HLOOKUP functions (a plus but not required).
• Candidates should be organized, motivated, a self-starter, detail oriented, able to multitask/work in a quick paced/deadline oriented environment, work well with others, have a strong work ethic, strong ability to communicate with co-workers and external advisors orally and in writing, and be professional in appearance and demeanor.
• Experience with SAP preferred.
• Experience using AI-enabled, automation, data analytics, or workflow tools to improve business processes is a plus, but not required.