Senior Analyst, Tax Compliance

Overview

This role supports federal, state, and local tax compliance for partnership and corporate entities. You will independently organize and analyze tax data, prepare complex workpapers and supporting schedules, maintain compliance calendars, manage information requests with internal stakeholders and external tax advisors, and support timely preparation, review, and filing of tax returns, K-1s, tax notices, audits, and provision-related workpapers.

The position requires sound judgment, deadline anticipation, and the ability to identify and resolve routine to moderately complex issues, escalating technical or risk-related matters with well-organized analysis and recommendations. Collaboration with Accounting, Finance, Operations, Development, and external advisors is essential to ensure accurate tax records, complete documentation, and consistently maintained tax compliance processes—particularly across acquisitions.

This is a remote role that may require travel to semi-annual Tax Department meetings.

Responsibilities

• Independently support federal, state, and local income tax compliance for partnership and corporate entities by gathering and validating tax data, preparing workpapers and schedules, coordinating complex information requests, and reviewing returns prepared by external advisors for completeness and consistency.
• Own and maintain tax compliance calendars, due date trackers, return status reports, document repositories, and compliance files to ensure filing, payment, extension, and K-1 distribution requirements are completed accurately and on time.
• Prepare, analyze, and reconcile complex tax workpapers, general ledger detail, account balances, and supporting documentation for income tax returns, provisions, audits, notices, and other compliance deliverables with limited oversight.
• Lead K-1 preparation and distribution support, including partner information tracking, data validation, documentation review, issue resolution, and coordination with external advisors and internal stakeholders.
• Support the annual audit and tax provision process by independently preparing provision-related schedules, reconciling tax accounts, compiling documentation, and responding to information requests with accurate, well-supported analysis.
• Support acquisition-related tax compliance activities with a high degree of independence, including entity onboarding, historical tax data gathering, purchase price allocation support, tax basis documentation, and integration of acquired entities into compliance processes.
• Research tax compliance questions; support responses to tax notices and information requests; identify and resolve data discrepancies; and escalate technical or risk-related matters with clear analysis, supporting documentation, and recommended next steps.
• Apply knowledge of business models, entity structure, and operating activities to recommend and implement process improvements, documentation standards, and recurring reporting templates within the tax compliance function.

Requirements

• Bachelor’s degree in Accounting, Finance, Taxation, or related field required.
• 4+ years of tax compliance, public accounting, corporate tax, or related accounting experience required.
• Demonstrated ability to manage recurring tax compliance deliverables independently, exercise sound judgment, resolve routine to moderately complex issues, and escalate matters appropriately with recommended next steps.
• Strong analytical skills with the ability to prepare workpapers, reconcile data, identify discrepancies, and maintain accurate supporting documentation.
• Proficiency with Microsoft Excel and Microsoft Office required; experience with NetSuite or tax compliance software preferred.
• Ability to manage recurring deadlines, organize multiple deliverables, and maintain complete tax records in a fast-paced, multi-entity environment.
• Effective written and verbal communication skills with the ability to coordinate with Accounting, Finance, Operations, external advisors, and Tax leadership.
• Demonstrates sound judgment, attention to detail, responsiveness, confidentiality, and a collaborative, service-oriented approach.

Preferred Qualifications

• Master’s degree in Taxation or related field.
• CPA or CPA eligibility.
• Experience supporting partnership, corporate, federal, state, and multi-state income tax compliance.

Compensation & Benefits

Benefits include:

• Health Coverage: medical, dental, and vision plans, fertility benefits, and supplemental insurance options.
• Paid Time Off: vacation, personal days, and paid holidays.
• Financial & Retirement Planning: 401(k) with employer contribution, plus Flexible Spending Accounts (FSAs) and Health Savings Accounts (HSAs).
• Income Protection: short- and long-term disability, paid parental leave, basic life insurance, and optional additional coverage.
• Wellbeing Support: Employee Assistance Program, commuter benefits, pet insurance, and identity theft protection.
• Professional Development: opportunities and resources to support career growth.

Location

Remote; may require travel to semi-annual Tax Department meetings.