Analyst, Senior Tax - 000G93 Description 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's responsibilities 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. Qualifications 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. Primary Location : USA-Texas-Houston : Shift : Day Job Travel : Yes, 10 % of the Time Job Posting : Unposting Date : Ongoing Organization : Administration Job : Tax Job Level : Individual Contributor Req ID: 000G93