Job Description

Job Title: Tax Analyst

Salary Range: $70,000 - $80,000 per year with bonus

Why This Opportunity Stands Out:

• Opportunity for growth within the tax group
• Equity/Stock Options
• Collaborative environment and work-life balance

Key Responsibilities:

• Prepare and review quarterly tax estimates, tax journal entries, and Schedule K-1s; support the transition of tax return preparation from external providers to internal processes as the firm scales
• Collect, analyze, and track K-1s from underlying partnerships; maintain accurate tax basis schedules and ensure timely investor reporting and state withholding compliance
• Collaborate cross-functionally with accounting, the CEO, CFO, and planning teams to deliver real-time tax forecasting, budgeting insights, and scenario modeling that inform business decisions
• Support new investment activity through tax diligence, participate in deal structuring discussions, and ensure tax-efficient outcomes
• Utilize data analytics tools like Alteryx to automate workflows and improve accuracy and efficiency of tax data collection and reporting

Qualifications:

• Minimum 1+ years of federal and/or state income and franchise tax experience
• Bachelors degree in Accounting; CPA, Masters in tax, or J.D. preferred
• Excellent attention to detail and critical thinking skills

Additional Details:

• Seniority Level: Entry level
• Employment Type: Full-time
• Job Function: Accounting, Auditing, and Finance
• Industry: Accounting

Referrals can increase your chances of interviewing at Creative Financial Staffing (CFS) by 2x.

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