Senior Tax Analyst - Partnership

Essential Duties and Responsibilities include the following. Other duties and tasks may be assigned.

• Provide responsive, high-quality service to physician partners through accurate and timely annual Schedule K-1 tax reporting.
• Support the income tax compliance process to ensure timely filing of income tax returns and related tax payments across all jurisdictions, whether prepared internally or by external advisors.
• Coordinate with external advisors and participate in tax planning discussions as needed.
• Lead workpaper preparation processes and assist with the efficient preparation of federal partnership tax returns in OIT software.
• Review federal and state partnership income tax returns, including returns prepared internally using OIT software and returns prepared by external advisors.
• Assist in special projects including due diligence and M&A transactions, including information gathering and summarizing the tax impact of legal document steps.
• Prepare technical tax research for compliance, provision, and ad hoc projects, and present findings to team members as needed.
• Prepare well-documented transaction workpapers to support review and delivery to external advisors.
• Collaborate with internal departments (accounting, legal, IT) to obtain information needed to prepare tax analysis.
• Review tax depreciation and amortization reports for multiple legal entities.
• Prepare and review quarterly taxable income estimates, partner tax estimate reports, and state estimated tax calculations and payments.
• Prepare responses to taxing authority correspondence and assist with federal, state, and local tax audits, including gathering information, drafting responses, and coordinating with internal and external stakeholders.
• Identify and implement process improvements through the use of tax technology, automation tools, data analytics, and standardized workpapers to enhance efficiency, accuracy, and scalability of tax compliance processes.
• Provide support for other tax department projects and processes as needed, including the state and corporate focused team members.

Successful Competency Factors:

Use of the following skills: problem solving, analytical ability, effective communication, confidentiality.  Interpersonal skills necessary to work with staff, senior management, insurance companies, vendors, government, and private agencies.  Multi-task in an efficient, professional, and calm manner.