Carson Group · 1 month ago
Accounting, Sr. Tax Analyst
Carson Group is a financial services company focused on putting clients first and delivering value. They are seeking a Senior Tax Analyst to support tax compliance, reporting, and planning activities, ensuring accuracy and compliance with tax regulations while collaborating with various teams to promote operational excellence.
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Responsibilities
Prepare and review supporting schedules and draft filings for federal, state, and local income, franchise, sales/use, and business license taxes
Assist in analyzing multistate tax exposure and applying state-specific tax rules
Coordinate with external tax advisors to ensure accuracy, timeliness, and adherence to regulations
Support quarterly and annual tax payments, filings, and correspondence with taxing authorities
Maintain internal documentation standards and contribute to tax incentive and compliance tracking efforts
Assist with evaluating tax positions and identifying process improvement opportunities
Conduct research on federal and state tax issues, monitor legislative updates, and summarize findings for leadership review
Support initiatives to implement automation or procedural enhancements that streamline compliance and reporting
Assist with tax due diligence for acquisitions by compiling data, reviewing historical filings, and identifying potential risks or exposures
Collaborate with M&A and Finance teams to ensure timely integration and compliance for newly acquired entities
Maintain centralized tracking of tax filing requirements for new jurisdictions
Partner with internal stakeholders and external CPAs to ensure accurate and timely completion of tax-related deliverables
Communicate technical information clearly and provide actionable insights to non-tax professionals
Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives
Qualification
Required
Bachelor's degree in accounting, Finance, or related field required
Minimum of three years of tax experience required
Strong technical accounting and tax skills required
Solid understanding of multistate taxation and capital accounts
Proficiency in Microsoft Excel required
Excellent analytical, written, and verbal communication skills required
Ability to manage multiple priorities and meet deadlines in a dynamic environment required
Preferred
Master's degree in accounting, Taxation, or MBA preferred
CPA license or active pursuit preferred
Benefits
401(k) plus matching
Health benefits
PTO
Parental Leave
Sabbatical Leave
Medical
Dental
Vision
Health Savings Accounts
Flexible Spending Accounts
Life and AD&D Insurance
Short and Long-Term Disability
Work/Life Benefits
Holistic Wellbeing Programs
Company
Carson Group
Carson Group serves financial advisors and investors through its businesses.
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Bain Capital
2021-07-14Private Equity
Leadership Team
Recent News
2026-01-17
GlobeNewswire
2026-01-16
2026-01-13
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