Senior Tax Analyst

Jobtailor; Minnesota; On-site; USD 120,000 - 180,000; Full time

Job summary

Huntington is seeking a senior tax professional to lead LIHTC and tax credit investment analysis. You will review partnership tax returns, K-1s, and related reporting, while coordinating with external preparers and internal departments.

The role emphasizes compliance, modeling, and process improvements to maximize tax attributes. The position requires 5+ years of tax experience with LIHTC/HTC/NMTC knowledge and strong partnership taxation expertise, in a fast-paced investment environment.

Qualifications

• Bachelor’s degree in accounting or finance; related business degree preferred.
• 5+ years of tax experience.
• At least 4 years related to LIHTC, HTC, NMTC, or other tax credit investments.
• Advanced technical knowledge of the LIHTC program.
• Strong understanding of partnership taxation, tax credit structures, financial modeling, and accounting principles.
• Experience reviewing partnership tax returns and K-1s.

Responsibilities

• Lead the review and analysis of partnership tax returns, K-1s, and related tax reporting for investments.
• Evaluate, research, and document complex federal and state tax issues for tax credit investments.
• Manage communication, tracking, and receipt of tax returns for funds.
• Serve as liaison between CIC, external tax preparers, fund administrators, asset managers, and Huntington’s Corporate Tax Department.
• Forecast annual federal and state tax liabilities and recommend utilization strategies for tax credits.
• Identify and analyze opportunities to maximize tax credits and other tax attributes.
• Maintain oversight of tax credit delivery schedules and accounting for K-1s and reporting.
• Review partnership agreements and transaction documents for tax implications.
• Support new product development by evaluating tax implications of structures and investments.
• Lead tax-related process improvement initiatives and controls.
• Assist with internal/ external audits and tax authority requests.
• Manage annual business license renewals, registrations, and other compliance.
• Participate in special projects and policy discussions.
• Represent Huntington at conferences and forums.

Skills

LIHTC Program Expertise

Partnership Taxation

Tax Credit Investment Analysis

Financial Modeling

Tax Reporting

K-1 Analysis

Tax Return Review

Accounting Principles

Federal Tax Issues

State Tax Issues

Tax Liability Forecasting

Process Improvement

Audit Support

Education

Bachelor’s Degree in Accounting

Bachelor’s Degree in Finance

Job description

• Lead the review and analysis of partnership tax returns, K-1s, and related tax reporting for CIC investments
• Evaluate, research, and document complex federal and state tax issues associated with tax credit investments
• Manage communication, tracking, and receipt of tax returns for direct, multi-investor, and proprietary investment funds
• Serve as liaison between CIC, external tax preparers, fund administrators, asset managers, and Huntington’s Corporate Tax Department
• Forecast annual federal and state tax liabilities and recommend utilization strategies for available tax credits
• Identify and analyze opportunities to maximize the value of state and federal tax credits and other tax attributes
• Maintain oversight of tax credit delivery schedules and accurate accounting and tracking of K-1s and related tax reporting
• Review partnership agreements, operating agreements, and transaction documents for tax implications and reporting requirements
• Support new product development by evaluating tax implications of proposed structures and investments
• Lead tax-related process improvement initiatives, including procedures, controls, and reporting tools
• Assist with internal audit, external audit, regulatory, and tax authority requests
• Manage annual business license renewals, registrations, and other compliance requirements
• Participate in special projects and strategic initiatives
• Represent Huntington at industry conferences, tax credit forums, and policy discussions

Requirements

• Bachelor’s degree from an accredited university; Accounting, Finance, or related business degree preferred
• 5+ years of tax experience
• At least 4 years related to LIHTC, HTC, NMTC, or other tax credit investments
• Advanced technical knowledge of the LIHTC program
• Strong understanding of partnership taxation, tax credit structures, financial modeling, and accounting principles
• Experience reviewing partnership tax returns and K-1s

Core Competencies

Demonstrates advanced technical knowledge of the LIHTC program and partnership taxation, with a strong ability to analyze tax credit investments and manage compliance requirements. Proven experience in financial modeling, tax reporting, and process improvement initiatives is essential.

Highest-signal resume keywords

• Partnership Taxation
• LIHTC Program Expertise
• Tax Credit Investment Analysis
• Financial Modeling
• Tax Reporting

Hard Skills

• Tax Return Review
• K-1 Analysis
• Tax Credit Structures
• Accounting Principles
• Federal Tax Issues
• State Tax Issues
• Tax Liability Forecasting
• Process Improvement
• Compliance Management
• Audit Support

Soft Skills

• Communication
• Liaison Skills
• Analytical Thinking
• Problem Solving
• Collaboration

Certifications & Qualifications

• Bachelor’s Degree in Accounting
• Bachelor’s Degree in Finance

Industry Keywords

• CIC Investments
• Tax Credit Investments
• LIHTC
• HTC
• NMTC
• Partnership Agreements
• Asset Management
• Tax Authority Compliance
• Investment Funds
• Regulatory Requirements