What are the responsibilities and job description for the Senior Financial Analyst position at The Phoenix Group?
Responsibilities
- Prepare monthly partner distribution schedules and coordinate file uploads to the payroll service provider
- Manage partner deductions, including retirement contribution withholdings
- Prepare and process monthly payments for senior counsel and retirement distributions
- Maintain partner paid-in capital schedules and prepare quarterly return of capital calculations
- Maintain partner address records to support accurate preparation of K-1 forms
- Reconcile intercompany general ledger accounts and ensure proper documentation
- Provide foreign offices with intercompany vendor invoices as needed
- Prepare annual state property tax filings
- Prepare quarterly state sales and use tax returns
- Maintain fixed asset tax depreciation schedules using FAS depreciation software
- Compile partner deduction information for tax returns and K-1 reporting
- Provide partner distribution schedules to auditors for interim and year-end audits
- Support the Director of Taxation with special projects and ad hoc requests
Qualifications
- Bachelor’s degree in Accounting, Finance, or a related business field
- 2–3 years of relevant professional experience
- Partnership accounting experience strongly preferred
- Advanced proficiency in Microsoft Excel
- Familiarity with Elite (3E), Business Intelligence tools, and/or FAS depreciation software is a plus
- Strong analytical, organizational, and problem-solving skills with high attention to detail
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment
The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.
Salary : $110,000 - $135,000