Ready to grow your career at the intersection of tax, technology, and client impact? We’re looking for a Tax & Reporting Analyst who’s curious, detail‑driven, and excited to roll up their sleeves in a fast‑paced, collaborative environment. This role offers hands‑on exposure to tax reporting, regulatory compliance, and cutting‑edge reporting tools—plus opportunities to take on stretch assignments and work directly with internal teams and clients.
What You’ll Do
- Support tax reporting and regulatory filings, ensuring compliance with state and national requirements.
- Collect, analyze, and validate data needed for filings, reports, and client deliverables.
- Perform calculations related to tax liabilities, withholdings, and regulatory obligations.
- Assist with the execution of client plans across the full tax and regulatory lifecycle.
- Partner with teammates to meet deadlines with precision and accuracy.
- Respond to routine client inquiries related to tax calculations and reporting.
- Help clients navigate tax and regulatory questions from investors.
- Manage deliverables for a select group of clients while contributing to broader team goals.
- Collaborate cross‑functionally and participate in technology‑driven initiatives and stretch projects.
What You Bring
- Bachelor’s degree in Business, Finance, Accounting, or a related field (or equivalent experience).
- Comfort working in a fast‑moving environment with shifting priorities.
- A proactive, self‑starter mindset—you’re not afraid to ask questions and take initiative.
- Strong written and verbal communication skills.
- Experience with tax reporting, analysis, or regulatory compliance (preferred).
- Proficiency in Microsoft Excel, Word, and Outlook.
- Exposure to AI tools, reporting automation, or compliance technology is a plus.
Nice to Have
- Experience supporting internal and/or external clients in a professional services setting.
- Familiarity with reporting systems or compliance platforms.
- A genuine interest in technology, process improvement, and working smarter.