Income Tax Associate

What you will do

Role Overview:

The Income Tax Associate will assist with preparation of federal and state corporate and partnership income tax returns, quarterly provision and forecasting for financial planning. In addition, Tax Associate will coordinate on property and transaction taxes as applicable and research issues relating to federal and state tax matters.

Main responsibilities:

• Oversee third-party preparation of federal and state corporate and partnership income tax returns and related work papers including depreciation computations, special allocations under Internal Revenue Code Sections 704 and 754, tax basis balance sheets, and capital accounts 
• Preparation of quarterly provision and computation and tracking of deferred tax assets and liabilities 
• Oversee third-party preparation of property and transaction tax returns and related work papers. 
• Work closely with Portfolio Management to update the financial models for third party investors 
• Provide due diligence support to M&A and portfolio management departments including analysis of complex excel financial models and review of cost segregation studies 
• Research federal and state corporate and partnership income tax issues and identify ways to optimize tax obligations 
• Perform other tasks as needed for federal and state corporate and partnership income, property and transaction tax planning and compliance 
• Assist with management of tax benefits on tax basis of in excess of $ 7 billion 
• Additional duties as required 

Employment type

Work site

What are we looking for

Minimum Requirements:

• Bachelors or Master’s degree in Accounting 
• 3+ years of experience in federal and state income tax compliance 
• CPA preferred 
• Strong technical knowledge of federal and state corporate and partnership taxation 
• In depth understanding of accounting principles 
• Strong Microsoft Excel skills (knowledge of complex functions and formulas) 
• Understanding of Microsoft products and/or complementing products preferred. 
• Competency in Analytical Problem Solving, Strong Communication, Customer/Partner Relationships, and Technology Expertise preferred 

Travel:

Up to 10%

Behavioral Requirements:

• Ability to work in a fast-paced, dynamic environment 
• Strong interpersonal and organizational skills 
• Ability to consistently meet deadlines which may include working overtime when needed 
• Ability to be self-motivated 
• Strong oral and written communication and presentation skills 
• Energy industry experience preferred 

Physical demands & working conditions:

• Sitting/Standing/Flexibility: Ability to stand and sit for 8 or more hours when in an office environment 
• Speech/Reading:  Ability to speak, read, and write English proficiently and deliver a variety of instructions furnished in written, verbal, diagram, or schedule form 
• Lifting: Ability to lift items weighing up to 10 pounds  
• Vision/Hearing: Ability to understand a variety of instructions furnished in written, verbal, diagram, or schedule form 
• Safety: Ability to understand and communicate safety precautions when necessary