Tax Senior Specialist
2 weeks ago
At Thomas, Edwards Group, we are seeking a highly skilled Tax Senior to support our tax team in managing tax compliance and reporting for our businesses. As a key role, the Tax Senior will be responsible for collaborating with the divisional accounting teams to ensure timely and accurate reporting in all areas of tax - federal, state, and international. This role will have strategic responsibility to understand the current business objectives and align the outcomes with taxes and reporting.
Key Responsibilities:
- Maintain annual investor reporting and tax filings across various businesses, including federal and state and local returns prepared in-house and by external tax service providers.
- Prepare federal and state returns for a subset of the business.
- Ensure reporting is accurate, timely, complete, and consistent for the business.
- Collaborate with accounting teams on financial information data collection for K1 reporting and tax preparation process.
- Work closely with accounting team on cash management matters related to taxes, including tax liabilities, estimated tax payments, and withholding.
- Assist with tax basis financial statement reporting to ensure accuracy and completeness to filed returns.
- Assist with tax authority communications and ensure they are appropriately and timely addressed.
- Monitor federal and state tax legislations to ensure adherence to new laws and requirements.
- Assist with legal entity management and compliance with regulatory filings.
- Assist Tax Director and Tax Manager with special tax projects outside of the annual tax reporting.
- Bachelor's Degree in Accounting
- 3 to 4 years of tax experience, with specific focus and understanding of partnership tax
- Strong analytical and problem-solving skills
- Detail-oriented, responsible, and proactive
- Organized and able to manage shifting priorities and deliverables
- Eager to learn new concepts and demonstrate ability to master complex tax concepts
- Strong written and oral communication skills
- Candidate must be self-motivated, able to work both independently and in a team environment
- Private equity, alternative funds knowledge and experience
- CPA or at least demonstrable progress toward obtaining a CPA designation
- Experience with complex partnership concepts and allocations is highly preferable
- Competitive health benefits with vision and dental available.
- A 401(k) with a company match.
- Competitive vacation and PTO policy.
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