The Role
Prepare and review partnership (Form 1065) and individual (Form 1040) tax returns, perform K-1 analysis and partner basis tracking, research federal/state tax law, draft tax correspondence, support financial reporting and process improvements, and maintain confidential, timely communication in an in-person office.
Summary Generated by Built In
4423 Pheasant Ridge Road, Roanoke, Virginia 24014Job DescriptionThe Tax Analyst is responsible for preparing and reviewing partnership and individual tax returns, performing detailed tax analysis, researching federal and state tax laws, and supporting accurate and timely tax compliance. This role requires attention to detail, discretion, independent judgment, and a commitment to improving efficiency and accuracy in the tax preparation process. The Tax Analyst will work collaboratively with internal team members, maintain confidentiality, and contribute to a positive and accountable office culture.
Essential Functions:
Tax Compliance & Preparation
- Prepare and review partnership tax returns, including Form 1065, and individual tax returns, including Form 1040, with accuracy and timeliness.
- Perform detailed K-1 analysis, partner basis tracking, allocations, and related compliance checks.
- Monitor federal and state tax law changes and apply updates to tax preparation and compliance processes as appropriate.
- Work proficiently with Microsoft Excel and tax preparation software, including Lacerte and GoSystem Tax.
- Identify opportunities to streamline and enhance the tax preparation process through automation, workflow design, and process improvement.
- Communicate with internal team members to gather documentation, resolve questions, and support timely completion of tax projects.
- Draft correspondence to the IRS and state tax authorities.
- Provide support for financial reporting, accounting projects, and general ledger-related initiatives as needed.
- Help organize, maintain, and update client files and supporting documentation.
Professional Conduct & Office Culture
- Maintain confidentiality of client and firm information.
- Communicate in a timely, respectful, and professional manner to all stake holders.
- Exercise professional judgment, discretion, and accuracy when completing tax and accounting work.
- Manage time effectively, meet deadlines, and balance multiple priorities in a full-time, in-person office environment.
Other:
- Other duties as assigned.
401k + Fulltime & Part-time Benefits Packages
Training, Development & Career Laddering
Great work-life balance
Flexible Scheduling
Skills Required
- Prepare and review partnership (Form 1065) and individual (Form 1040) tax returns
- Perform detailed K-1 analysis, partner basis tracking, allocations, and compliance checks
- Monitor and apply federal and state tax law changes to tax preparation and compliance
- Proficiency with Microsoft Excel
- Experience with tax preparation software Lacerte and GoSystem Tax
- Ability to draft correspondence to the IRS and state tax authorities
- Support financial reporting, accounting projects, and general ledger-related initiatives
- Maintain confidentiality and exercise professional judgment and communication
- Manage time effectively, meet deadlines, and work full-time in-person at the office
Am I A Good Fit?
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
The Company
What We Do
Harmony Senior Services is a management company that operates senior living communities, providing a continuum of care including independent living, assisted living, and memory care services.
