Analyst, Senior Tax

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.

Qualifications

The successful candidate will meet the following qualifications:

- Bachelor’s degree in Accounting required; CPA certification preferred.

- MBA or Master’s in Taxation is a plus.

- 2+ years of experience with a regional, national, or Big 4 public accounting firm.

- Experience working with high-net-worth individuals or a private client background is preferred.

- 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.

Primary Location: USA-Texas-Houston

Shift: Day Job

Travel: Yes, 10 % of the Time

Unposting Date: Ongoing

Organization: Administration

Job: Tax

Job Level: Individual Contributor