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Job Description
The Tax Analyst is responsible for preparing and reviewing partnership and individual tax returns, performing detailed tax analysis, researching federal and state tax laws, and supporting accurate and timely tax compliance. This role requires attention to detail, discretion, independent judgment, and a commitment to improving efficiency and accuracy in the tax preparation process. The Tax Analyst will work collaboratively with internal team members, maintain confidentiality, and contribute to a positive and accountable office culture.Essential Functions:
Tax Compliance & Preparation
- Prepare and review partnership tax returns, including Form 1065, and individual tax returns, including Form 1040, with accuracy and timeliness.
- Perform detailed K-1 analysis, partner basis tracking, allocations, and related compliance checks.
- Monitor federal and state tax law changes and apply updates to tax preparation and compliance processes as appropriate.
- Work proficiently with Microsoft Excel and tax preparation software, including Lacerte and GoSystem Tax.
- Identify opportunities to streamline and enhance the tax preparation process through automation, workflow design, and process improvement.
- Communicate with internal team members to gather documentation, resolve questions, and support timely completion of tax projects.
- Draft correspondence to the IRS and state tax authorities.
- Provide support for financial reporting, accounting projects, and general ledger-related initiatives as needed.
- Help organize, maintain, and update client files and supporting documentation.
Professional Conduct & Office Culture
- Maintain confidentiality of client and firm information.
- Communicate in a timely, respectful, and professional manner to all stake holders.
- Exercise professional judgment, discretion, and accuracy when completing tax and accounting work.
- Manage time effectively, meet deadlines, and balance multiple priorities in a full-time, in-person office environment.
Other:
- Other duties as assigned.
Why Harmony?
401k + Fulltime & Part-time Benefits Packages
Training, Development & Career Laddering
Great work-life balance
Flexible Scheduling
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