Senior Financial Analyst - Tax

Position Summary:

• Preparation of partner distribution schedule for file upload


• Maintain partner paid-in capital schedules and return of capital


• Responsible for the preparation of various state property tax returns and use tax returns


• Assist Director of Taxation with tax schedules for the Partnership federal tax returns


• Reporting Structure: Reports to Director of Taxation

 Principal Duties and Responsibilities:

• Preparation of partner distribution schedule on monthly basis and as required for upload to payroll service provider (ADP) 


• Responsible for partner deductions including deductions for retirement contributions


• Preparation of senior counsel payments on monthly basis


• Preparation of retirement payment schedule on monthly basis


• Maintain partner paid-in capital schedule on monthly basis and prepare return of capital on quarterly basis


• Maintain partner address schedule for preparation of partner K-1’s


• Reconcile intercompany general ledger accounts


• Provide foreign office with intercompany vendor invoices


• Preparation of various state property tax returns on annual basis


• Preparation of various state sales and use tax returns on quarterly basis


• Preparation of fixed asset tax depreciation schedules using FAS depreciation software


• Preparation of various partner deductions for tax return and K-1’s


• Provide partner distribution schedules for auditors (interim and year end audit)


• Assist Director of Taxation with projects as needed

Position Specific Skills and Requirements:

• Knowledge of Elite (3E) Accounting Software, Business Intelligence and/or FAS depreciation software program knowledge is a plus


• Advanced proficiency with Excel

Education and General Requirements: 

• BA or BS in Accounting, Finance or Business required


• 2-3 years of relevant experience required


• Partnership Accounting experience is strongly preferred


• Analytical and Organizational Skills with attention to detail


• Ability to multi-task and prioritize schedule for due dates


• Hybrid schedule (minimum of 3 days per week in-person in the NY Office)