Senior Investment Tax Analyst
Core
Prepare partnership tax workpapers, calculate partner allocations, and file federal/state tax returns for investment funds.
Role type
Senior Investment Tax Analyst
Builds
Tax returns, workpapers, and fund structure guidance for investment clients.
Domain
Financial Services / Investment Management / Tax
Required skills
Partnership tax experience, tax concepts and procedures, financial statement analysis, Microsoft Excel, tax software proficiency, reportable transaction analysis
Preferred skills
Alternative tax experience, client relationship focus, team attitude, creative problem-solving
Technologies
Tax software applications, Microsoft Excel, Microsoft Word
Responsibilities
Prepare and review investment security analysis; Prepare and review income tax provision; Review income tax allocations to partners; Consult on fund structure for income/expense flow-through; Review reportable transactions; Prepare and file federal and state tax returns.
Seniority
Senior, hands-on IC