Tax Analyst II

We are seeking a Tax Analyst II to join our Income Tax team, a core function supporting the firm’s financial reporting and compliance, and partner experience. This role is responsible for assistance with income tax filing and support.

What You’ll Do:

• Prepare calculations supporting the firm’s income tax compliance across all applicable jurisdictions, including U.S. federal, U.S. state, and Canadian filings for domestic and Canadian partnerships and C corporations.

• Prepare monthly tax accruals and income tax provision calculations

• Assist with the review and validation of income tax deliverables prepared internally and by third party service providers to ensure accuracy and completeness of core compliance

• Utilize automation and data tools to prepare partnership tax returns and supporting workpapers, ensuring accurate, timely, and scalable compliance processes

• Extract, merge, transform, and reconcile data from multiple systems and sources to support income tax calculations (ASC 740), filings, and reconciliations

• Provide income tax support to partnership accounting and partner services, responding to inquiries and assisting with issue resolution as needed

• Identify opportunities to improve processes and controls, including the use of AI, automation, and data tools to enhance efficiency, consistency, and data quality

What You’ll Need:

• Bachelor’s degree required; Accounting or Finance strongly preferred

• CPA or progress toward completion, is a plus

• Two or more years of relevant tax experience preferred, ideally supporting complex entities

• Public accounting experience is a plus

• Strong proficiency in Excel, including the ability to work with complex formulas and large datasets

What Could Set You Apart:

• 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

• 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

• Interest in leveraging AI or automation tools to improve efficiency and data quality

Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week.