Senior Tax Analyst – Partnerships

As a Tax Senior Analyst in the Houston office, you will report to Tax Advisor, and you will provide

federal compliance services for the company’s partnerships, focusing on accuracy, timeliness, and

quality. Your responsibilities will include preparing complex partnership workpapers that support

tax returns, providing capital account and Schedule K-1 estimates, and other compliance

functions as needed.

· Provide federal compliance services for the company’s partnerships, focusing on accuracy, timeliness, and quality.

· Prepare complex partnership workpapers that support tax returns.

· Provide capital account and Schedule K-1 estimates.

· Evaluate the tax aspects of partnership agreements and understand partnership and partner tax allocations.

· Prepare complex annual partnership tax workpapers and partner allocations for review by outside tax accounting firms.

· Prepare partner K-1 and tax capital account estimates.

· Maintain accurate tax fixed asset depreciation schedules that reconcile with accounting records.

· Apply correct tax depreciation, amortization, and disposition methods.

· Reconcile tax asset basis to cost segregation studies.

· Prepare IAS 12 deferred taxes for investment in partnerships.

· Prepare quarterly 704(b) estimates for Hypothetical Liquidation at Book Value (HLBV).

· Reconcile partnership tax allocations estimates to investor model.

· Coordinate with other departments to compile, review, and analyze reports necessary for preparation of the partnership tax returns.

· Research and consult on various partnership tax matters.

· Maintain clear, thorough documentation with supporting tax research for all tax adjustments and partnership tax basis balance sheets.

· Maintain active communication with managers to ensure deadlines are met.

What You’ll Bring:

· Bachelor’s degree in finance, accounting, or other related disciplines.

· A minimum of 5 years of professional experience.

· A minimum of 3 years of progressive tax compliance experience in public accounting or a combination of industry and public accounting experience.

· Proficiency in Excel, Word, general ledger software, fixed asset tax software, tax research software, and tax provision and tax return software.

· Strong analytical and technical tax and accounting skills with proficiency in Subchapter K partnership taxation, including the ability to evaluate tax aspects of partnership agreements.

· Excellent organizational, communication, and time management skills, including the ability to handle multiple assignments and competing priorities on a timely basis with a high degree of accuracy.

· Alteryx, One Source, and FAS (Sage Fixed Asset Software) skills are a plus.

Additional Details:

· This role is eligible for our hybrid work policy; a minimum of 3 days working in the office.

The SR Group (UK) Limited is acting as an Employment Agency in relation to this vacancy.