Senior Tax Analyst - Partnership

Overview

This Partnership-focused Senior Tax Analyst role supports the tax department with partnership tax compliance, tax provision, tax audits and notices, and special projects. The position combines partnership tax technical expertise with proficiency in tax technology (ONESOURCE Income Tax or GoSystems), advanced Excel skills, and a focus on process improvement and automation. This role also helps enable scalable, internally prepared tax return processes as the department expands.

Responsibilities

• Provide responsive, high-quality service to physician partners through accurate and timely annual Schedule K-1 tax reporting.
• Support the income tax compliance process to ensure timely filing of income tax returns and related tax payments across all jurisdictions, whether prepared internally or by external advisors.
• Coordinate with external advisors and participate in tax planning discussions as needed.
• Lead workpaper preparation processes and assist with efficient preparation of federal partnership tax returns in OIT software.
• Review federal and state partnership income tax returns, including returns prepared internally using OIT software and returns prepared by external advisors.
• Assist with special projects including due diligence and M&A transactions, including information gathering and summarizing the tax impact of legal document steps.
• Prepare technical tax research for compliance, provision, and ad hoc projects; present findings to team members as needed.
• Prepare well-documented transaction workpapers to support review and delivery to external advisors.
• Collaborate with internal departments (accounting, legal, IT) to obtain information needed to prepare tax analysis.
• Review tax depreciation and amortization reports for multiple legal entities.
• Prepare and review quarterly taxable income estimates, partner tax estimate reports, and state estimated tax calculations and payments.
• Prepare responses to taxing authority correspondence and assist with federal, state, and local tax audits, including gathering information, drafting responses, and coordinating with internal and external stakeholders.
• Identify and implement process improvements using tax technology, automation tools, data analytics, and standardized workpapers to enhance efficiency, accuracy, and scalability.
• Support other tax department projects and processes as needed, including work with state and corporate-focused team members.

Requirements

• Bachelor’s degree in accounting/tax required; Master’s degree preferred.
• Three (3) plus years of tax experience in a national CPA firm position or a corporate tax department.
• One (1) plus years in a Senior role in a national CPA firm.
• Partnership tax experience, including preparation or review of Forms 1065, Schedule K-1s, and related state filings.
• Experience with Thompson return preparation software, ONESOURCE Income Tax (OIT), or GoSystems, is required.
• Strong Microsoft Excel skills, including experience working with large datasets, pivot tables, XLOOKUPs, and tax workpaper preparation.
• Strong analytical and organizational skills to oversee multiple work assignments.
• Emphasis on technical skills.
• Solid understanding of financial accounting practices.
• Excellent communication skills, including strong written communication skills; strong problem-solving and critical thinking abilities.
• Proven ability to operate effectively in a remote work environment.
• Ability to prioritize multiple deadlines in a fast-paced environment.
• Competency factors: problem solving, analytical ability, effective communication, confidentiality; interpersonal skills to work with staff, senior management, insurance companies, vendors, government, and private agencies; ability to multi-task efficiently, professionally, and calmly.

Preferred Qualifications

• Experience with Alteryx software and Microsoft CoPilot.

Compensation & Benefits

• Pay Range: USD $100,000.00 - USD $110,000.00 /Yr.

Full-Time Benefits

• Medical / Pharmacy
• Dental
• Vision
• Voluntary benefits
• 401k with employer match
• Virtual Care
• Life Insurance
• Voluntary Benefits
• PTO

Part Time Benefits

• 401k with employer match
• PTO

Location

Remote work environment.