Seeking a Tax Analyst who will be responsible for the preparation and support of federal, state and local tax filings for the firm and any necessary research into new state tax issues. This position will support the annual investment partnership audit and involves working with the Controller on the administration, accounting, and reporting of partners’ compensation and related tax issues.

This role offers a hybrid work arrangement, allowing you to work both from home and at your designated office. The frequency of in-office work will be determined by business needs and guided by your department's directives. Offices available: New York, Silicon Valley, San Francisco, Santa Monica, Seattle, Washington, DC

Job Description:

• Calculate monthly partner compensation including various deductions; record same in General ledger; maintain and produce all partner distribution reporting.
• Timely prepare and file monthly/quarterly various state taxes, such as Washington Excise tax, Seattle Business Occupancy Tax, NY commercial rent tax, Hawaii GET tax, and other state/local taxes.
• Responsible for firm annual personal property tax, sales and use tax as well as environmental tax for all office locations.
• Maintain and track other state and local tax requirements in connection with having remote employees in those states.
• Research various State tax filing requirements for firm; track nexus determination and ensure appropriate reporting; work with outside Tax Advisors on State filing requirements and make recommendations for and implement the go forward treatment. 
• Provide analysis on annual employees’ work location surveys for SF and NYC to support tax filing for related location.
• Prepare comprehensive analysis on meals and entertainment expenses pursuant to IRS’s deductibility guidelines.
• Assist in the preparation of Firm Federal and State K-1’s
• Provide tax estimates and analysis for firm and individual partners as requested.
• Maintain partner capital account records and analysis; design and prepare annual capital statements to be posted on the Partner Secure Site.
• Assist with annual budgets for all tax expenses accounts as well as prepare Budget Actual Variance reports for same.
• Oversee audit request for Personal Property tax audit as well as other local tax from taxing authorities.
• Serve as a backup and provide support for the Investment Manager.
• Perform other related duties as assigned.

 

Desired Skills and Qualifications

• Ability to be proactive and demonstrate a strong sense of initiative to solve issues, and work in a team environment.
• Excellent interpersonal and communication skills; ability to interact with partners, management and clients/investees.
• Strong attention to detail, organizational skills and ability to prioritize multiple tasks.
• Self-motivated and ability to thrive in fast-paced, deadline-driven environment. 
• Proficient in MS Office, with advanced Excel skills, and ability to quickly learn new and changing technologies.
• Strong client service orientation.

Reporting to the Controller, the qualified candidate will have 3-5 years of tax filing/accounting, state and local tax research and data analysis experience. Bachelor's degree in Accounting/Finance or related field required.

The anticipated range for this position is:

$84,000 - $120,000