Senior Financial Analyst Tax-
Hybrid: 2 days remote, 3 days in office.
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-1s
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-1s
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)
