Tax Analyst

This position acts as the strategic intelligence and execution arm for their clients. You'd be digging into critical tax technical issues for project teams, building and maintaining complex Excel models (from PE fund analysis to intricate tax calculations), and working directly with clients and their advisors. It's a great fit for someone who wants broader exposure than a typical public accounting seat offers, touching passthrough entities, trusts and estates, and PE analysis.

Key Responsibilities :

• Support project teams in resolving critical tax technical issues with clarity and precision.
• Conduct research and analysis to stay ahead of tax legislative and regulatory changes.
• Assist in developing systems and processes to ensure follow through on outstanding items.
• Help build trusted relationships with clients and their advisors through clear communication and follow up.
• Ensure the accuracy and completeness of deliverables while managing multiple priorities.
• Contribute to professional development initiatives and support successful project execution.
• Assist in developing proposals and deliverables that drive client engagement and business growth.
• Build and maintain complex Excel models, ranging from private equity fund analysis to intricate tax calculations.
• Collaborate closely with stakeholders to update and refine models in response to evolving project requirements and regulatory changes.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field.
• 3-6 years of experience in a public accounting firm, or consulting environment preferred.
• Familiarity with tax issues related to passthrough entities, trusts, and estates is a plus.
• General understanding of banking, insurance, and legal matters related to trusts and estates is helpful.