Corporate Tax Associate

About the Role

Assists the Revantage Corporate Tax Department with US tax compliance projects, tax reporting, and ensuring compliance with all applicable tax regulations.

Key Responsibilities

• Tax Return Preparation: Enters financial data (income statements, balance sheets, general ledgers) into tax preparation software (e.g., OneSource or similar), ensuring accuracy and timeliness.
• Review Financial Information: Verifies that data entered into tax systems matches the company’s financial records by cross-referencing general ledgers and trial balances.
• Document Management: Organizes and stores tax-related documents (tax returns, supporting schedules, financial reports) in a secure system for easy access.
• Tax Filing Support: Assists in preparing tax filings, ensuring all forms are filled out correctly and in compliance with U.S. federal, state, and local tax laws.
• Tax Payment Tracking: Tracks tax payment deadlines and assists in preparing payment instructions for tax authorities.
• W-9 Assistance: Responds to W-9 requests from attorneys, Portfolio Companies, and Revantage.
• Tax Projection Support: Prepares federal tax projections by gathering financial data and analyzing year-to-date activity.
• Earnings and Profits Support: Prepares monthly REIT earnings and profits calculations using data from multiple sources.
• Ad-Hoc Compliance And Reporting Support:
• Helps prepare ad-hoc reports, tax schedules, and supporting documentation for tax filings, audits, or management reviews.
• Assists in providing data and documentation for tax audits by ensuring completeness and accuracy in the tax software.
• Ensures all tax-related files are archived and retrievable for future filings or audits.

Requirements & Tech Stack

• Proficient in Microsoft Excel.
• Familiarity with tax preparation software (e.g., OneSource, Corptax, etc.) is required.

Qualifications

• Education: Bachelor’s degree in Accounting, Finance, or related field.
• Tax-related coursework or certification is a plus.
• Experience: Prior experience with U.S. corporate tax compliance is required.
• Skills:
• Strong attention to detail for accuracy in data entry and compliance.
• Strong written and verbal communication skills, particularly for reports and documentation.
• Effective organizational skills to handle multiple tasks, prioritize, and meet deadlines in a fast-paced environment.