Senior Tax Analyst

Millennium•New York, NY

1d•$160,000 - $250,000

About The Position

Principal Responsibilities • Manage the overall U.S. tax compliance process for various senior executive benefit program investment vehicles, generally treated as partnerships for US tax purposes • Liaise with various departments such as HR, Legal, Compensation Accounting, and Financial Reporting to gather and organize data required for U.S. tax compliance process • Prepare and/or review quarterly estimate information and calculate tax distributions • Prepare and/or review quarterly and annual state pass-through entity tax (PTET) filings and payments • Address questions from Investor Relations and employee investors regarding the senior leadership benefit programs and investor tax reporting • Partner with other members of the tax team and other departments to drive automation initiatives and improve tax compliance processes • Manage any tax audits for the employee investment entities and respond to inquiries and notices from tax authorities • Assist with resolving complex technical tax issues, consulting with experts, and preparing well-synthesized findings to tax management team • Participate in cross-functional projects to support operations, drive departmental excellence, and foster teamwork • Monitor the changing tax landscape and assist with strategic tax planning initiatives • Assist with broader US tax compliance team processes and initiatives, including Schedule K-1 and US income tax return processes as well as special projects associated with Millennium’s investment funds and management companies Qualifications/Skills Required • 6+ years of relevant tax experience, ideally in public accounting, asset management, or a mix of both • Strong written, verbal, and analytical skills together with excellent interpersonal and client service skills • Basic understanding of partnership taxation, financial products, and their tax implications • Experience working on Forms 1040 and family office tax matters a plus • Strong technical proficiency with web applications and MS Office • Ability to multi-task as well as meet short deadlines in a fast-paced environment The estimated base salary range for this position is $160,000 to $250,000, which is specific to New York and may change in the future. Millennium pays a total compensation package which includes a base salary, discretionary performance bonus, and a comprehensive benefits package. When finalizing an offer, we take into consideration an individual’s experience level and the qualifications they bring to the role to formulate a competitive total compensation package.

Requirements

6+ years of relevant tax experience, ideally in public accounting, asset management, or a mix of both
Strong written, verbal, and analytical skills together with excellent interpersonal and client service skills
Basic understanding of partnership taxation, financial products, and their tax implications
Strong technical proficiency with web applications and MS Office
Ability to multi-task as well as meet short deadlines in a fast-paced environment

Nice To Haves

Experience working on Forms 1040 and family office tax matters a plus

Responsibilities

Manage the overall U.S. tax compliance process for various senior executive benefit program investment vehicles, generally treated as partnerships for US tax purposes
Liaise with various departments such as HR, Legal, Compensation Accounting, and Financial Reporting to gather and organize data required for U.S. tax compliance process
Prepare and/or review quarterly estimate information and calculate tax distributions
Prepare and/or review quarterly and annual state pass-through entity tax (PTET) filings and payments
Address questions from Investor Relations and employee investors regarding the senior leadership benefit programs and investor tax reporting
Partner with other members of the tax team and other departments to drive automation initiatives and improve tax compliance processes
Manage any tax audits for the employee investment entities and respond to inquiries and notices from tax authorities
Assist with resolving complex technical tax issues, consulting with experts, and preparing well-synthesized findings to tax management team
Participate in cross-functional projects to support operations, drive departmental excellence, and foster teamwork
Monitor the changing tax landscape and assist with strategic tax planning initiatives
Assist with broader US tax compliance team processes and initiatives, including Schedule K-1 and US income tax return processes as well as special projects associated with Millennium’s investment funds and management companies