Senior Tax Analyst

EPIC Brokers•Summit, NJ

7d•$100,000 - $120,000•Hybrid

About The Position

The Tax Analyst at Galway Holdings LP plays a key role in ensuring accurate and compliant tax reporting across various tax types and jurisdictions. This position involves preparing and reviewing tax documents, maintaining forecasting and analytical models, and supporting audits and regulatory inquiries. The analyst collaborates with internal teams and external advisors to manage tax filings, conduct research on tax laws, and contribute to process improvements. Additionally, the role supports M&A integration and tax provision processes, requiring strong analytical skills, attention to detail, and proficiency with tools such as PowerBI and SharePoint.

Requirements

Business or Accounting degree. CPA preferred
Minimum of 4-5 years of experience in a tax-related function, BIG 4 or in-house
Experience multiple tax types including corporate tax, partnership tax, state and local tax, sales & use tax highly desirable
Experience with SharePoint, PowerBi, and other analytical tools preferred
Strong knowledge of U.S. federal and state tax regulations
Work independently and efficiently in a fast-paced environment
Proficient in Word, Excel, PowerPoint
Comfortable with using SharePoint, PowerBi, and other such tools
Demonstrates ability to research tax matters and documentation of findings and recommendations
Demonstrates ability to organize and prioritize work
Pays attention to detail and accuracy
Strong verbal and written skills
Problem-solving and analytical thinking skills
Accounting and research skills.

Nice To Haves

Experience with M&A tax preferred
Experience with tax provision process and tax accounting preferred

Responsibilities

Prepares or reviews a variety of tax related documents, ensuring accuracy and compliance with applicable guidelines and regulations.
Prepares / maintains tax forecasting and other analytical models
Assists in the preparation and distribution of tax forms.
Responds to notices or audits from states, including preparing materials for submission, coordination over the phone, etc.
Researches, interprets, and understands existing or revised tax codes, laws, or forms.
Modifies work procedures to reflect changes in tax law or code.
Coordinates with external advisors and other team members to complete projects and meet deadlines.
Performs tax reconciliations and determines liability for accounts, divisions, or business units.
Prepares and maintains tax forecasting models, develops tax analytical models using tools such as PowerBl, and helps with other similar analytical projects.
Files monthly/quarterly/annual non-income tax returns as required.
Conducts and documents reviews of workpapers/returns provided by external advisors.
Collaborates with accounting and finance teams to ensure accurate tax reporting.
Participates in process improvement initiatives to enhance tax department efficiency.
Provides support for M&A integration activities, including tax data consolidation and compliance alignment.
Supports annual and quarterly tax provision process

Benefits

Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation