Enterprise Products-posted 12 days ago
Full-time • Mid Level
Houston, TX
5,001-10,000 employees

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.

  • 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.
  • Bachelor’s degree in Accounting required
  • 2+ years of experience with a regional, national, or Big 4 public accounting firm.
  • 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
  • CPA certification preferred
  • MBA or Master’s in Taxation is a plus
  • Experience working with high-net-worth individuals or a private client background is preferred.
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