Tax Technology & Reporting Analyst

We are seeking a highly motivated and technically strong Tax Technology & Reporting Analyst to join our Tax Department. This role is ideal for a candidate with a background in accounting and tax who also possesses strong systems, data, and process-automation skills. The candidate will play a critical role in modernizing our tax workflows, reducing manual inputs, improving data integrity, and enhancing our ability to utilize K1x, Brightline, Alteryx, and related technologies. This role reports directly to the Director of Tax.

Responsibilities

• Develop, maintain, and enhance automated tax workflows using Workday, Alteryx, K1x, Brightline, and other internal tools.
• Identify opportunities to reduce manual processes and implement scalable automation solutions.
• Build repeatable data pipelines, validation scripts, and transformation routines to streamline tax reporting.
• Assist with integration between tax systems, accounting systems, and data warehouses.
• Improve data quality by designing robust input controls, exception reporting, and reconciliation checks.
• Support the preparation and review of complex partnership tax allocations, Schedule K-1/K-3 production, and investor-level reporting.
• Assist with quarterly estimated tax calculations and annual federal/state partnership filings.
• Perform detailed analytics to ensure accurate book-to-tax adjustments and allocation methodologies.
• Assist in researching and resolving issues impacting investor reporting, PFIC calculations, and other hedge-fund–specific tax matters.
• Work closely with Operations, Finance, and Technology teams to ensure data consistency across systems.
• Implement best practices related to audit trails, version control, and change-management protocols.

Qualifications

• Bachelor’s degree in Accounting Information Systems, Accounting, Finance, or related field.
• 3–5 years of experience, preferably at a Big 4 or large public accounting firm focused on asset management, partnership taxation, or tax technology.
• Foundational knowledge of partnership and hedge-fund taxation, K-1 reporting, and investment-fund structures.
• Understanding of book-tax differences and allocation methodologies.
• Strong proficiency in Alteryx, SQL, data analytics tools, and Excel (advanced formulas, Power Query, VBA preferred).
• Experience using or supporting platforms such as K1x, Brightline, ONESOURCE, GoSystem, or other tax reporting technologies.
• Understanding of data architecture, ETL concepts, and workflow automation principles.
• Strong communication skills with the ability to translate technical concepts into business language.
• Organized, detail-oriented, and able to manage multiple workstreams.

Current anticipated annual base salary range: $90,000 - $110,000

Base salary within the range will be determined by various factors including but not limited to the individual's experience, skills and qualifications.