Senior Tax Analyst

The Heico Companies LLC; Warrenville (IL); On-site; USD 90,000 - 120,000; Full time

Job summary

The Heico Companies LLC in Warrenville, IL seeks a Senior Tax Analyst to own federal and state tax compliance for multiple entities. You will prepare and review returns, supervise Tax Analysts, and coordinate planning with a focus on timely filings and process improvements.

Responsibilities include tax provision work, ASC 740-10 analysis, state apportionment, and coordinating with accounting and family office teams to ensure accurate tax information and defense support.

Qualifications

• 3–5 years of progressively responsible tax experience including federal and state income tax compliance.
• Experience with C-Corp, S-Corp, Partnerships, and Trust tax returns.
• Proficient in Microsoft Office, with emphasis on Excel.

Responsibilities

• Prepare and review Federal & State income and franchise tax returns, extensions and quarterly estimated tax payments for C Corporations, S Corporations, Partnerships, and Trusts.
• Assist in the tax compliance process, including planning, preparation, review and follow-up.
• Prepare, review and maintain tax workpapers and supporting documentation for income and franchise tax returns.
• Coordinate and maintain annual state weighted apportionment percentage schedules for all 50 states.

Skills

Tax accounting

Excel

Tools

CCH Prosystem fx/Access

Job description

Heico has a history of success. Since its founding 40 years ago, The Heico Companies LLC has grown from a single business to over 70 separate companies through a strategic acquisition policy, and by reinvesting its earnings into internal growth and new prospects. Historically talented at restoring distressed companies, Heico now targets acquisitions that will complement its ever-growing portfolio of companies in manufacturing, construction, and industrial services.

These four core operations are organized into platforms: Applied Solutions Group, Industrial Technologies Group, Construction Solutions Group and Metal Processing Group. Once acquired, new Heico companies are assigned to a platform and run on a stand-alone basis, allowing for great independence as well as the opportunity to share knowledge about markets, production processes, and management practices across other Heico platforms and companies.

Heico continues to seek out new opportunities and maintain its standard of success. The Heico Companies LLC has remained a privately held company since its creation and maintains a majority ownership in each of its operations, which generate more than two billion dollars in revenues.

The Position

The Senior Tax Analyst is responsible for preparing, reviewing, and coordinating a variety of tax returns and related filings for multiple types of entities. The Senior Tax Analyst will take ownership of assigned tax compliance and reporting activities, identify process improvement opportunities and assist with tax planning and special projects. The Senior Tax Analyst will supervise and mentor Tax Analysts by providing guidance, support and feedback to ensure accurate and timely completion of tax-related responsibilities. The role will report to the Tax Manager.

Job Description

Primary Responsibilities

• Prepare and review Federal & State income and franchise tax returns, extensions and quarterly estimated tax payments for C Corporations, S Corporations, Partnerships, and Trusts
• Assist is the tax compliance process, including planning, preparation, review and follow-up
• Prepare, review and maintain tax workpapers and supporting documentation for income and franchise tax returns
• Maintain and review annual state weighted apportionment percentage schedules for all 50 states
• Set-up and maintain electronic payment accounts for state tax payments
• Prepare and review check requests and vouchers for required tax payments
• Monitor tax return, extension, and estimated tax payment due dates to ensure timely compliance
• Prepare and coordinate annual tax information request packages for each entity and follow up with stakeholders to obtain required information
• Interact with each entity’s accounting department and family office personnel to gather, analyze, and reconcile the necessary financial information for tax returns and tax estimates compliance
• Respond to taxing authority notices and phone calls on tax matters
• Perform tax research for tax audit defense and state tax law updates
• Assist in federal and state tax audit defense
• Prepare and review annual tax provision calculation and ASC 740-10 analysis
• Coordinate and improve processes related to fixed asset maintenance for tax books
• Update and maintain tax preparation software
• Partner with outside consultants on tax planning and research matters

Job Requirements

• A minimum of 3 - 5 years of progressively responsible tax experience, including federal and state income tax compliance for C-Corp, S-Corps, Partnerships, Trusts
• Highly proficient in Microsoft Office, specifically Excel
• Experience working with CCH Prosystem fx/Access a plus
• Self-motivated, highly organized, with ability to set and meet deadlines
• Takes a hands-on approach to work
• Experience working in team environments yet comfortable working independently