Job Overview – Senior Tax Analyst
Compensation: $90,000 – $110,000/year + bonus Location: New York, NY Schedule: Monday to Friday (Hybrid)
Atlantic Group is hiring a Senior Tax Analyst in New York, NY for our client, supporting corporate income tax compliance, tax reporting, and advisory services within an established financial advisory firm. This role will focus on preparing federal and state corporate tax returns, reviewing financial information, and supporting tax compliance processes, with opportunities to expand into tax planning and advisory responsibilities. The ideal candidate brings public accounting experience, strong corporate tax knowledge, and the ability to manage client deliverables in a deadline-driven environment.
Responsibilities as the Senior Tax Analyst:
- Corporate Tax Compliance: Prepare and review federal and state corporate income tax returns, ensuring accuracy and compliance with applicable tax regulations.
- Tax Reconciliations: Reconcile tax return information with financial statements, prepare book-to-tax adjustments, and support tax reporting schedules.
- Tax Filings: Coordinate electronic tax filings, maintain supporting documentation, and ensure timely completion of compliance requirements.
- Tax Research: Research tax regulations, address tax notices, and assist with resolving compliance matters and reporting discrepancies.
- Tax Advisory: Support sales and use tax compliance, research and development tax credit calculations, and transaction-related tax matters.
- Client Coordination: Communicate with clients to obtain financial information, resolve outstanding questions, and support timely completion of tax engagements.
Qualifications for the Senior Tax Analyst:
- Education: Bachelor's degree in Accounting, Finance, or a related field is required.
- Certification: Certified Public Accountant (CPA) designation or demonstrated progress toward CPA certification is required.
- Experience: 1–2 years of tax experience in public accounting or a professional services environment is required, with experience at a large accounting firm preferred.
- Industry Knowledge: Understanding of federal and state corporate income tax compliance, corporate tax returns, and book-to-tax adjustments is required, with exposure to sales and use tax, tax credits, or transaction advisory preferred.
- Technical Skills: Advanced proficiency in Microsoft Excel is required, with experience using corporate tax preparation software, such as OneSource or GoSystem Tax, preferred.
- Skills & Attributes: Strong analytical, organizational, communication, and problem-solving skills with excellent attention to detail, sound judgment, initiative, and the ability to manage multiple deadlines and collaborate effectively with clients and internal teams are required.