About the job
The Senior Tax Planning Analyst will report directly to the Senior Manager of Tax Planning. This role involves providing crucial support in various tax planning initiatives, particularly focusing on US federal and state income tax, transaction tax return assistance, cash tax optimization, and evaluating credits and incentives.
This is a hybrid position with a preferred base location in our Scottsdale office. If you believe you can contribute to this role even if you don't meet all the qualifications, we encourage you to apply.
Key Responsibilities
- Calculate tax basis, 704(b) capital accounts, and transaction-related impacts, providing comprehensive explanations for tax compliance.
- Prepare detailed memos and presentations to document transaction diligence.
- Review financial models encompassing cash taxes, partnership capital accounts, and related credits and incentives.
- Conduct tax research on unique tax fact patterns.
- Work closely with Accounting, Business Development, and Portfolio Finance teams to support transactions and ensure accurate tax modeling.
- Proactively drive process improvements to enhance tax planning efficiency.
Qualifications
- Bachelor’s Degree in Accounting, Finance, Business, Taxation, or related fields.
- At least 4 years of relevant professional experience.
- 2-3 years of experience in federal and state tax compliance or tax planning within a public accounting firm or large corporate tax department.
- Experience with partnership (Sub K) tax.
- A strong desire to learn data analytics tools such as Power BI, Alteryx, and Excel.
- Ability to collaborate cross-functionally and communicate tax concepts to non-tax stakeholders effectively.
- Strong organizational skills to manage multiple tasks while delivering high-quality results on time.
- Excellent analytical and Excel modeling skills, with proficiency in PowerPoint.
Preferred Skills
- Familiarity with advanced tax software and tools.
