Tech Stack

Description

You will support tax planning activities including federal and state income tax, transaction support, cash tax optimization, and credits. You'll collaborate with cross-functional teams to ensure tax modeling accuracy and drive process improvements.

Requirements

• Bachelor's degree in Accounting, Finance, or related field
• 4+ years professional experience with 2-3 years in federal/state tax compliance or planning
• Partnership (Sub K) tax experience
• Strong analytical and Excel modeling skills
• Proficiency in PowerPoint

Responsibilities

• Calculate tax basis and 704(b) capital accounts
• Prepare memos and presentations for diligence and transactions
• Review financial models including cash taxes and partnership capital accounts
• Assist with tax research for unique fact patterns
• Drive process change to optimize tax planning and enhance efficiency