Senior Tax Financial Analyst
Job Description
Preparation of partner distribution schedules, capital and return of capital reconciliation, state property and sales/use tax filings, fixed asset depreciation schedules, and partnership tax compliance within a professional services organization specializing in financial and tax advisory services.
Role Overview
This senior financial analyst position leads the preparation of partner distributions, capital schedules, and tax filings, supporting the organization's compliance and financial reporting functions. The role involves close collaboration with tax and accounting teams to ensure accuracy, adherence to deadlines, and smooth audit processes, impacting overall operational efficiency and regulatory compliance.
Key Responsibilities
- Prepare partner distribution schedules monthly and as needed for payroll and audit purposes
- Maintain partner paid-in capital schedules and prepare quarterly return of capital reports
- Reconcile intercompany general ledger accounts and manage intercompany vendor invoices
- Assist with the preparation of state property, sales, and use tax returns on an annual or quarterly basis
- Develop fixed asset depreciation schedules using FAS depreciation software or comparable systems (FAS or similar)
- Calculate and enter partner deductions for retirement contributions and other tax-related withholdings
- Compile partner address data for the accurate preparation of K-1s and other tax documentation
- Provide relevant data and schedules for external and internal auditors during interim and year-end audits
- Support the Tax Director with specialized tax schedules, projects, and ad hoc analysis
- Ensure timely reporting and documentation to meet federal, state, and local tax regulations
Core Qualifications & Requirements
- Bachelor's degree in Accounting, Finance, or Business Administration
- 2-3 years of relevant experience in partnership accounting or tax preparation
- Strong proficiency in Excel and relevant accounting software (Elite (3E), BI tools, FAS or similar depreciation software)
- Experience with partnership tax compliance, partner distributions, and intercompany reconciliations
- Knowledge of state and local property, sales, and use tax filings
- Detail-oriented with excellent organizational skills and ability to prioritize multiple deadlines
- Strong analytical skills with a focus on accuracy and process improvement
- Ability to work in a hybrid environment (minimum of 3 days/week onsite in designated office)
Nice-to-Have Qualifications
- Experience with Business Intelligence tools
- Advanced Excel skills (pivot tables, macros, Power Query)
- Familiarity with tax software, accounting systems, and workflows
Core Technical Skills
- Partnership accounting and reporting (K-1, partner distributions, capital schedules)
- State and local tax compliance (property, sales, use)
- Fixed asset depreciation (FAS software, depreciation schedules)
- General ledger reconciliation and intercompany invoicing
- Accounting software expertise (Elite 3E, BI tools, FAS depreciation software)
- Advanced MS Excel (formulas, pivot tables, macros)
Career Impact
This role offers the opportunity to significantly influence partnership tax compliance, streamline financial reporting processes, and enhance proficiency in partnership accounting systems within a dynamic, professional environment.
Compensation and Benefits
(If applicable, include details here)
Apply Today!
Take the next step in your finance and tax career by applying to join a leading professional services organization committed to excellence and growth.
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.
Meet Your Recruiter
Dan James
Managing Director
After graduating with an Associates Degree in Business Administration from Westchester Community College Dan wasn't sure exactly what he wanted to do. In February 2013 he decided to put his knack for connecting people with one another to work when he joined The Phoenix Group. When he's not in the office you can find him skiing, golfing, or spending time with his family.
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