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:
Minimum 1+ years of federal and/or state income and franchise tax experience
Bachelor's degree in Accounting; CPA, Masters in tax or J.D. desired
Excellent attention to detail and critical thinking skills
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