Analyst, Senior Tax
Epco, Inc.
We are seeking a Senior Tax Analyst to join our Family Office tax team. This role offers the opportunity to work on complex tax matters for high-net-worth individuals and related entities in a collaborative environment.The Senior Tax Analyst'sresponsibilities include, but are not limited to:Prepare federal and state income tax returns for investment partnerships, complex trusts, private foundations, and individuals using leading tax compliance software.Perform self-review of prepared tax returns and clear internal review notes.Assist with federal and state tax notices and audits.Monitor and analyze changes in federal tax laws, regulations, rulings, and court decisions; assess their impact and implement compliance strategies.Identify and resolve technical tax issues, applying authoritative guidance to support conclusions.Conduct tax research and stay current on regulatory developments.We are seeking a Senior Tax Analyst to join our Family Office tax team. This role offers the opportunity to work on complex tax matters for high-net-worth individuals and related entities in a collaborative environment.The Senior Tax Analyst'sresponsibilities include, but are not limited to:Prepare federal and state income tax returns for investment partnerships, complex trusts, private foundations, and individuals using leading tax compliance software.Perform self-review of prepared tax returns and clear internal review notes.Assist with federal and state tax notices and audits.Monitor and analyze changes in federal tax laws, regulations, rulings, and court decisions; assess their impact and implement compliance strategies.Identify and resolve technical tax issues, applying authoritative guidance to support conclusions.Conduct tax research and stay current on regulatory developments.The successful candidate will meet the following qualifications:Bachelor’s degree in Accounting required; CPA certification preferred.MBA or Master’s in Taxation is a plus.2 years of experience with a regional, national, or Big 4 public accounting firm.Experience working with high-net-worth individuals or a private client background is preferred.Strong knowledge of state income and franchise tax compliance across multiple jurisdictions.Expertise in tax compliance, research, and technical interpretation, with a solid understanding of the Internal Revenue Code for partnerships, trusts, private foundations, and individuals.Exceptional analytical, communication, and interpersonal skills.Proficiency in Microsoft Excel, including pivot tables, XLOOKUP, and INDEX-MATCH, and familiarity with tax software such as CCH Axcess Tax and Checkpoint Edge.Highly organized, detail-oriented, and able to manage multiple priorities and deadlines.Self-motivated with the ability to work independently and collaboratively.The successful candidate will meet the following qualifications:Bachelor’s degree in Accounting required; CPA certification preferred.MBA or Master’s in Taxation is a plus.2 years of experience with a regional, national, or Big 4 public accounting firm.Experience working with high-net-worth individuals or a private client background is preferred.Strong knowledge of state income and franchise tax compliance across multiple jurisdictions.Expertise in tax compliance, research, and technical interpretation, with a solid understanding of the Internal Revenue Code for partnerships, trusts, private foundations, and individuals.Exceptional analytical, communication, and interpersonal skills.Proficiency in Microsoft Excel, including pivot tables, XLOOKUP, and INDEX-MATCH, and familiarity with tax software such as CCH Axcess Tax and Checkpoint Edge.Highly organized, detail-oriented, and able to manage multiple priorities and deadlines.Self-motivated with the ability to work independently and collaboratively.
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