Senior Tax Analyst

Coda Search│Staffing; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Coda Search Staffing in New York is seeking a Senior Tax Analyst to work closely with senior management, finance leadership, and external partners to drive partnership tax planning and research. You will document tax positions and oversee US, state, and international compliance while supporting the broader tax strategy.

You will also advise partners and their tax preparers on a range of tax questions and leverage AI to streamline day-to-day tax tasks, contributing to the firm’s tax policy and

Qualifications

• Bachelor’s degree in Accounting required.
• CPA, EA, or Master’s in Taxation preferred.
• 3+ years of partnership tax experience.
• Experience in public accounting or services partnership.
• Experience with high-net-worth tax issues preferred.
• Strong Excel data handling and tax research skills.

Responsibilities

• Lead tax planning and research on firm initiatives and international taxation matters.
• Document tax positions and help develop a formal tax manual of policies.
• Own the tax compliance calendar including monthly gross receipts and state taxes.
• Prepare workpapers and data to support US and international tax compliance.
• Represent the firm with tax authorities on audits and information requests.
• Advise partners and their tax preparers on a range of tax questions.
• Use artificial intelligence (AI) to make tax work more efficient.

Skills

Tax research

Excel data analysis

Communication

Cross-functional collaboration

Attention to detail

Education

Bachelor's degree in Accounting

CPA/EA/Master's in Taxation

Tools

Checkpoint RIA

BNA

CCH

Job description

The Senior Tax Analyst holds a highly visible position, working closely with senior management, finance leadership, and partners. The role serves as a key external contact for taxing authorities, outside advisors, and partners’ income tax return preparers. You will drive partnership tax planning and research, document tax positions, and oversee US, state, and international compliance. This is a strong opportunity for an experienced partnership tax professional to have a broad, lasting impact on tax strategy and policy.

KEY RESPONSIBILITIES

• Lead tax planning and research on firm initiatives and track partnership tax developments, including international taxation of professional services firms, foreign tax credits, expatriate tax issues, state pass-through entity taxes, NYC unincorporated business tax, meals and entertainment, and payroll taxes.
• Analyze, recommend, and document tax positions, and help develop a formal tax manual of relevant policies.
• Own the tax compliance calendar, including oversight of monthly gross receipts and sales and use tax computations and quarterly state tax computations covering withholding, composite, and pass-through entity taxes.
• Prepare workpapers and organize data to support US and international tax compliance, including foreign partner withholding and transfer pricing, working with outside tax preparers.
• Represent the firm with tax authorities on audits and missing payments, preparing responses to information requests and the supporting documentation.
• Advise partners and their tax preparers on a range of tax questions.
• Use artificial intelligence (AI) to make day-to-day tax work more efficient.

QUALIFICATIONS

• Bachelor’s degree in Accounting, plus a CPA, EA, or Master’s in Taxation.
• 3+ years of relevant tax experience, including required partnership tax experience.
• Background in public accounting or another services partnership, plus working knowledge of tax issues for high-net-worth individuals, preferred.
• Skilled at tax research using services such as Checkpoint RIA, BNA, or CCH, and able to work with large data sets in Excel.
• Excellent written and verbal communication and interpersonal skills, with a proven ability to build relationships with other departments, business partners, and management.
• Detail-oriented and organized, able to manage multiple projects and priorities at once.
• Self-motivated problem solver who solves problems before they arise and works well both independently and as part of a team.