Tax Analyst
At a glance
Mid-level Tax role at Troutman. Dallas · full-time · $85,000–$120,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Prepare state and local tax filings, including sales and use, property, business licenses and partner-related returns
- Reconcile tax expense, balance sheet and fixed asset records, and build quarterly and year-end workpapers
- Review outside advisors’ federal and state returns, then address partner, tax authority and internal team questions
- Support partner tax reporting, quarterly estimates, state withholding, composite returns and pass-through entity tax elections
- Check sales and use tax treatment across jurisdictions and help refine tax processes and data quality
What you bring
- At least three years of relevant tax work, ideally in a partnership or professional services setting
- A bachelor’s degree in accounting, finance or a related area
- Strong Excel skills for preparing schedules and tax support workpapers
Who this fits
This mid-level role suits someone who can manage detailed tax work independently and coordinate with partners, internal teams and outside contacts. The position works in a hybrid and in-office setting. CPA status or progress toward the credential is preferred.
From the employer
We are always seeking talented, motivated, growth-minded, and creative individuals. Our firm is committed to providing employee support and advancement, while embracing inclusion and innovation as keys to a stronger future.
We invite you to explore the position below and to submit your application to join our team!
The Tax Analyst supports the firm's state and local tax compliance, reconciling various balance sheet and expense accounts, sales and use tax review and return preparation, property tax review and return preparation, fixed asset review and booking, prepare filings for various state taxes and business licenses. The Tax Analyst also provides analytical support for tax planning initiatives, responds to partner tax inquiries, and identifies opportunities to improve tax processes and internal controls.
Essential Duties and Responsibilities:
- Respond to information requests from partners, tax authorities and internal departments, preparing support as needed.
- Support partner tax reporting, including Schedule K-1s, state withholding, composite filings, and pass-through entity tax (PTET) elections.
- Compile income attributable to market or cost-of-performance based states.
- Analyze tax expense accounts.
- Preparation and payment of quarterly partner tax estimates to multiple states as assigned
- Submission of invoices and payment confirmations in Emburse (chrome River) for payment processing or payment recording
- Manage multijurisdictional sales and use tax compliance, including taxability reviews, accruals, reconciliations, and filings.
- Support business personal property tax compliance, including preparation of renditions, assessment reviews, and tax payments across multiple jurisdictions.
- Maintain and reconcile fixed asset records, including additions, disposals, depreciation, and related tax reporting.
- Create year-end tax workpapers, quarterly tax workpapers and other tax analysis as needed.
- Review federal and state returns prepared by 3rd party advisors for accuracy
- Interact interdepartmentally to improve processes and data integrity.
- Perform special tax and non-tax projects as needed, such as state tax compliance, pass-through entity taxes, parking analysis, charitable contributions analysis, meals and entertainment deductibility.
- Prepare balance sheet analyses.
- Identify and respond to internal and external client inquiries in a timely manner and seek feedback/follow-up as appropriate.
- Assist with annual budgeting process.
Knowledge, Skills, and Abilities:
- Strong Microsoft Office skills required, with a focus in Excel to be able to prepare schedules and supporting workpapers.
- Strong attention to detail and accuracy required.
- Ability to organize and implement detailed projects.
- Excellent written and verbal communication skills.
- Client focused team player with strong time management skills and positive attitude.
- Willingness to continue professional development to maintain knowledge and skills necessary for a tax analyst.
- Ability to perform effectively under pressure.
- Keen sensitivity to urgent deadlines with strong organizational skills.
- Self-motivated and goal-oriented, with ability to work toward long-term strategic goals.
- Ability to exercise discretion and confidentiality.
- Ability to work effectively both independently and with teams to promote consistent and efficient workflow processes.
- Strong interpersonal skills, with the ability to provide high-quality service and partner effectively with diverse groups of people at various levels within the firm as well as external contacts.
- Ability to work independently, manage competing priorities, meet deadlines, and take ownership of assigned responsibilities.in a hybrid, and in-office setting.
Education and/or Experience:
- Bachelor’s degree in Accounting, Finance, or related field; CPA or CPA candidate preferred.
- Minimum three (3) years of relevant tax experience, preferably in a partnership or professional services environment.
The Firm will comply with any applicable city or state workplace mandates in effect in regards to Covid-19.
This position description is intended to describe the general content of and requirements for the performance of the job. The statements contained in the position description are not necessarily all-inclusive and additional duties and responsibilities may be assigned as determined by business needs.
This position description does not constitute a written or implied contract of employment.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
By applying for this position, you agree and understand that Troutman Pepper Locke will process your Personal Information pursuant to the terms of our Worker and Applicant Global Privacy Notice. If you have questions about our data handling practices, or you are a resident of California, the United Kingdom, or the European Union and wish to exercise your privacy rights, please contact us at privacy@troutman.com.
Equal Employment Opportunity
Troutman Pepper Locke adheres to a policy of equal opportunity and will make all employment decisions, which include hiring, promotion, transfer, demotion, evaluation, compensation and separation, without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, pregnancy, citizenship, disability, genetic information, marital or armed forces status and any other classification as protected by law.
Compensation is dependent on several factors, such as position, location, market, education, training, and/or experience.
Hiring Salary Range:
$85,000.00 - $120,000.00