Tax Analyst (Finance)
About us:
Phillips Edison & Company takes PRIDE in creating great omni-channel grocery-anchored shopping experiences and improving communities, one center at a time. PECO's culture is fueled by the ENERGY our team brings to work every day – to find creative solutions and create value for our centers, our investors, our communities and the greater world around us. PECO's culture is driven by our team's CONNECTION to each other and the communities in which we live and work. PECO embraces the OPPORTUNITY to source and implement creative and sustainable programs to create a positive impact on the environment.
Phillips Edison's operating platform provides retail services including acquisition, redevelopment, leasing and management of grocery-anchored retail centers.
What you'll do:
- Prepare and review quarterly income tax estimates and withholding calculations on partner distributions for states.
- Complete and review calculations, workpapers, and tax returns prepared by less experienced staff and co-ops.
- Assist with various tax planning calculations and technical research.
- Participate in quarterly forecasts of E&P and annual E&P process.
- Prepare partnership, corporation and REIT tax compliance for a national retail real estate company.
- Prepare quarterly and annual REIT income and asset tests. Work with other departments within the company to ensure accurate information is obtained for the REIT income test.
- Prepare debt allocations for partnerships.
- Prepare income allocations for partnerships, including analyzing partnership agreements for income allocations.
- Calculate tax basis and depreciation of assets.
- Prepare sales, use and personal property tax returns.
- Respond to notices from various taxing jurisdictions. Participate in tax audits.
- Maintain capital accounts for partnerships.
- Perform tax research for federal and state issues.
- Participate in identifying ways to gain efficiencies in processes and leverage technology.
- Assist in developing and maintaining department internal controls, processes, and procedures.
What we're looking for:
- Bachelor's degree in Accounting required.
- Master's degree with a focus on Accounting or Tax; or Certified Public Accounting (CPA) designation preferred.
- 2+ years of tax corporate/partnership experience preferred.
- Partnership, real estate and REIT tax experience a plus.
- Strong analytical skills coupled with a desire to learn and be challenged.
- Excellent computer skills including a proficiency in Excel.
- Strong written, verbal and interpersonal skills.
- Excellent organizational skills, attention to detail, and ability to work efficiently.
- Ability to multi-task various projects to hard deadlines, including prioritizing and time-managing recurring duties and ad hoc tasks as they arise.
Why PECO?
- We are characterized by our #PeopleofPECO. They are dynamic, innovative and entrepreneurial. They are driven to succeed and make a lasting impact on our growing organization. Having highly trained, energized and skilled professionals throughout every level of our organization is a great source of pride and key element of success for Phillips Edison & Company.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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