Senior Tax Research and Planning Analyst - Finance & Administration
- BLOOMBERG
- New York, New York
- 09/02/2025
Full time
Job Description
Senior Tax Research and Planning Analyst - Finance & Administration
Location
New York
Business Area
Accounting and Finance
Ref #
Description & Requirements
The energy of a newsroom, the pace of a trading floor, the buzz of a recent tech breakthrough; we work hard, and we work fast - while keeping up the quality and accuracy we're known for. It's what keeps us inventing and reinventing, all the time. Our culture is wide open, just like our spaces. We bring out the best in each other through collaboration. Through our countless volunteer projects, we also help network with the communities around us, too. You can do amazing work here. Work you couldn't do anywhere else. It's up to you to make it happen.
What's the Role?
Bloomberg Tax is seeking a highly skilled Senior Analyst to join our Strategy and Analysis team. This role will play a key part in leveraging in-depth research and analysis to address and resolve complex tax issues across Federal, International, and State & Local domains.
We'll trust you to:
• Identify and resolve Federal, International and State and Local tax matters and related issues
• Research and assistance in cross border transactions, including analysis and planning
• Research Pillar 2 and Public Country-by-Country matters, including analysis of new guidance, calculations and disclosures, and documentation of the same
• Interface with domestic and foreign tax and legal advisers to obtain relevant advice
• Prepare detailed planning and analysis memoranda re: the above
• Interface with internal clients re tax planning and structuring matters
• Implement planning structures and interface with clients and outside advisors (foreign and domestic) with respect to implementation matters on a project basis
• Maintain up to date knowledge of Federal and State income tax developments
• Analyze financial statements, including foreign source income and tax credits
• Interface with the Accounting Group, other data providers, and internal stakeholders to gather information and provide informed guidance
• Participate in Federal income tax audits
You'll need to have:
• 2-4 years of tax experience with a broad-based background that includes compliance and research and planning matters
• MST or JD
• Experience in cross-border/international tax issues, including Pillar 2.
• Self-starter that can work on tax planning and analysis projects
• Proven experience managing multiple projects simultaneously and effectively prioritizing tasks based on urgency
• Strong judgment in selecting the appropriate depth of analysis to support planning and documentation efforts
• Proficiency in evaluating the tax implications of complex documents, including vendor/customer agreements and investment partnership agreements
• Experience leading and mentoring junior staff, with a focus on skill development and project execution
• Strong tax analytical skills necessary to apply tax technical concepts to complex transactions/structures and to provide understandable summaries to management and other tax department members
• Experience in handling IRS audits and other tax controversy matters
• Knowledge of flow-through entity compliance and planning
• In-depth familiarity with tax research techniques and resources
• Strong writing/verbal skills to prepare detailed planning memoranda and numerical analyses as well as to provide simple explanations to clients (e.g. non-tax specialists) and other department members
• Working knowledge of accounting for income taxes
We'd Love to See:
• Tenure at a Big 4, Law firm or Fortune 500 company
• LLM degree
• Experience handling tax issues for investment partnerships
Does this sound like you?
Apply if you think we're a good match. We'll get in touch to let you know that the next steps are, but in the meantime feel free to have a look at:
Salary Range = 125000 - 135000 USD Annually + Benefits + Bonus
The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level.
We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include merit increases, incentive compensation (exempt roles only), paid holidays, paid time off, medical, dental, vision, short and long term disability benefits, 401(k) +match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns.
Location
New York
Business Area
Accounting and Finance
Ref #
Description & Requirements
The energy of a newsroom, the pace of a trading floor, the buzz of a recent tech breakthrough; we work hard, and we work fast - while keeping up the quality and accuracy we're known for. It's what keeps us inventing and reinventing, all the time. Our culture is wide open, just like our spaces. We bring out the best in each other through collaboration. Through our countless volunteer projects, we also help network with the communities around us, too. You can do amazing work here. Work you couldn't do anywhere else. It's up to you to make it happen.
What's the Role?
Bloomberg Tax is seeking a highly skilled Senior Analyst to join our Strategy and Analysis team. This role will play a key part in leveraging in-depth research and analysis to address and resolve complex tax issues across Federal, International, and State & Local domains.
We'll trust you to:
• Identify and resolve Federal, International and State and Local tax matters and related issues
• Research and assistance in cross border transactions, including analysis and planning
• Research Pillar 2 and Public Country-by-Country matters, including analysis of new guidance, calculations and disclosures, and documentation of the same
• Interface with domestic and foreign tax and legal advisers to obtain relevant advice
• Prepare detailed planning and analysis memoranda re: the above
• Interface with internal clients re tax planning and structuring matters
• Implement planning structures and interface with clients and outside advisors (foreign and domestic) with respect to implementation matters on a project basis
• Maintain up to date knowledge of Federal and State income tax developments
• Analyze financial statements, including foreign source income and tax credits
• Interface with the Accounting Group, other data providers, and internal stakeholders to gather information and provide informed guidance
• Participate in Federal income tax audits
You'll need to have:
• 2-4 years of tax experience with a broad-based background that includes compliance and research and planning matters
• MST or JD
• Experience in cross-border/international tax issues, including Pillar 2.
• Self-starter that can work on tax planning and analysis projects
• Proven experience managing multiple projects simultaneously and effectively prioritizing tasks based on urgency
• Strong judgment in selecting the appropriate depth of analysis to support planning and documentation efforts
• Proficiency in evaluating the tax implications of complex documents, including vendor/customer agreements and investment partnership agreements
• Experience leading and mentoring junior staff, with a focus on skill development and project execution
• Strong tax analytical skills necessary to apply tax technical concepts to complex transactions/structures and to provide understandable summaries to management and other tax department members
• Experience in handling IRS audits and other tax controversy matters
• Knowledge of flow-through entity compliance and planning
• In-depth familiarity with tax research techniques and resources
• Strong writing/verbal skills to prepare detailed planning memoranda and numerical analyses as well as to provide simple explanations to clients (e.g. non-tax specialists) and other department members
• Working knowledge of accounting for income taxes
We'd Love to See:
• Tenure at a Big 4, Law firm or Fortune 500 company
• LLM degree
• Experience handling tax issues for investment partnerships
Does this sound like you?
Apply if you think we're a good match. We'll get in touch to let you know that the next steps are, but in the meantime feel free to have a look at:
Salary Range = 125000 - 135000 USD Annually + Benefits + Bonus
The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level.
We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include merit increases, incentive compensation (exempt roles only), paid holidays, paid time off, medical, dental, vision, short and long term disability benefits, 401(k) +match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns.
About BLOOMBERG