The Senior Tax Analyst role will report to the REIT/Fund Tax Manager and will be located in our Cincinnati Ohio corporate headquarters office.
Essential Duties and Responsibilities:
Prepare or review quarterly income tax estimates and withholding calculations on partner distributions for states.
Review tax compliance work prepared by outside firms
Review calculations workpapers and tax returns prepared by less experienced staff and Co-ops.
Prepare tax compliance workpapers and returns.
Assist with various tax planning calculations and technical research
Participate in annual EP process.
Participate in quarterly forecast of EP and REIT income tests.
Prepare quarterly REIT income and asset tests and Partnership/ corporation/ REIT tax compliance for a national retail real-estate Company.
Prepare annual REIT income and asset tests. Work with other departments within the company to ensure accurate information is obtained for the REIT income test.
Prepare debt allocations for partnerships.
Prepare income allocations for partnerships including analyzing partnership agreements for income allocations.
Review calculation of tax basis and depreciation of assets.
Respond to notices from various taxing jurisdictions. Participate in tax audits.
Maintain capital accounts for partnerships.
Perform tax research for federal and state issues.
Participate in identifying ways to gain efficiencies in processes and leverage technology.
Assist in developing and maintaining department internal controls processes and procedures
Education / Experience Requirements:
Bachelor’s degree in Accounting required.
Master’s with a focus on Accounting or Tax; or Certified Public Accounting (CPA) designation preferred.
3+ years of tax corporate/partnership experience with 1+ year supervisory/review experience preferred
Real Estate, REIT and partnership experience a plus.
Strong analytical skills coupled with a desire to learn and be challenged.
Excellent computer skills including a proficiency in Excel.
Strong written verbal and interpersonal skills.
Excellent organizational skills attention to detail and ability to work efficiently in a fast-paced team environment.
Ability to multi-task various projects to hard deadlines including prioritizing and time-managing recurring duties and ad hoc tasks as they arise