Tax Analyst II
About The Position
We are seeking a Tax Analyst II to join the Income Tax team, which supports the firm’s financial reporting, compliance, and partner experience. The role assists with income tax filing and support, preparing and supporting assigned components of tax workstreams while developing a strong foundation in U.S. federal and state tax principles. Success requires strong organizational and analytical skills, effective collaboration and communication, attention to detail, and timely execution. Candidates who live within a commutable distance of the Tempe, Arizona, or St. Louis, Missouri, home office locations are expected to work in the office four days per week.
Requirements
- Bachelor’s degree required; Accounting or Finance strongly preferred.
- Strong proficiency in Excel, including the ability to work with complex formulas and large datasets.
- Strong organizational and analytical skills, effective collaboration and communication, attention to detail, and ability to execute responsibilities in a timely manner.
- Ability to work independently while collaborating effectively in a team environment.
- Strong organizational skills and attention to detail across multiple priorities.
- Ability to learn and apply complex concepts in a fast-paced, evolving environment.
Nice To Haves
- CPA or progress toward completion.
- Two or more years of relevant tax experience, ideally supporting complex entities.
- Public accounting experience.
- Experience with financial systems or analytics tools such as Oracle, PeopleSoft Financials, Power BI (DAX), Tableau, or Alteryx.
- Working knowledge of partnership income tax concepts.
- Interest in leveraging AI or automation tools to improve efficiency and data quality.
Responsibilities
- Prepare calculations supporting income tax compliance across applicable U.S. federal, U.S. state, and Canadian jurisdictions for domestic and Canadian partnerships and C-corporations.
- Prepare monthly tax accruals and income tax provision calculations.
- Assist with reviewing and validating income tax deliverables prepared internally and by third-party service providers for accuracy and completeness.
- Use automation and data tools to prepare partnership tax returns and supporting workpapers, supporting accurate, timely, and scalable compliance processes.
- Extract, merge, transform, and reconcile data from multiple systems and sources to support ASC 740 income tax calculations, filings, and reconciliations.
- Provide income tax support to partnership accounting and partner services, responding to inquiries and assisting with issue resolution.
- Identify opportunities to improve processes and controls, including through AI, automation, and data tools.
- Prepare and support assigned components of the tax workstreams.
Benefits
- Medical and prescription drug coverage
- Dental insurance
- Vision insurance
- Voluntary benefits, including accident, hospital indemnity, and critical illness coverage
- Short- and long-term disability coverage at no cost to associates
- Basic life and basic AD&D coverage at no cost to associates
- 401(k) retirement plan
- Health savings account
- Flexible spending account
- Ten paid holidays
- 15 days of vacation for new associates beginning on January 1 of each year
- Sick time
- Personal days
- Paid day for volunteerism
- Associates may be eligible for bonuses and profit sharing
- Employee Assistance Program
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
