Portfolio Analyst - Tax Equity Financial Modeling

Posted 5 Days Ago
Be an Early Applicant
New York, NY
84K-110K Annually
Junior
Fintech • Consulting
The Role
The Portfolio Analyst prepares and reviews international tax planning documents, researches tax issues, responds to client requests, and supervises international tax compliance. Responsibilities include creating detailed financial models, drafting proposals, and interacting with clients. The role requires strong organization, communication skills, and a willingness to learn.
Summary Generated by Built In

Why Ryan?

  • Hybrid Work Options

  • Award-Winning Culture

  • Generous Personal Time Off (PTO) Benefits

  • 14-Weeks of 100% Paid Leave for New Parents (Adoption Included)

  • Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement

  • Benefits Eligibility Effective Day One

  • 401K with Employer Match

  • Tuition Reimbursement After One Year of Service

  • Fertility Assistance Program

  • Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service

The Portfolio Analyst is responsible for preparation and review of international tax planning documents and presentations, researching tax issues, responding to client requests, reviewing certain international tax compliance, and other special tax projects. This includes performing and supervising such tasks as researching tax law, documenting planning ideas, and completing detailed models and calculations.  This is a unique opportunity to be exposed to many different areas of international income tax and gain experience in both compliance and consulting.

Duties and Responsibilities, as they align to Ryan’s Key Results

People:

  • Create a positive team experience.
  • Assists Manager in developing project work plans and scheduling associated project deliverables.
  • Supervises the preparation of international tax forms and other compliance projects.

Client:

  • Assists Manager in preparing client presentations for proposals, planning strategies, and ideas.
  • Responds to client requests and corresponds with clients to meet deliverables.
  • Travels to client locations to review, gather, and copy tax returns, financial statements, work papers, tax studies, and other documentation to use in compliance and consulting services.

Value:

  • Prepares detailed models and spreadsheets to reflect proposed tax planning and expected costs and benefits.
  • Demonstrates ability to understand the Internal Revenue Code and Regulations for various tax issues; training provided.
  • Performs Internet research and technical writing to support tax positions.
  • Works with Transfer Pricing colleagues on all aspects of Transfer Pricing reports.
  • Prepares and reviews memoranda, and processes documentation and relevant reports for management’s review.
  • Performs other duties as assigned.

Education and Experience:

Bachelor's degree or Master's degree in Tax, Accounting, Economics or Finance and two to four years of experience in tax-related financial modeling, including creation and review. Must have excellent organization and time management skills, strong communication skills, and willingness to learn and be a team player.

Computer Skills:

To perform this job successfully, an individual must have beginner’s knowledge of Microsoft® Word, Access, Excel, PowerPoint, Outlook, and Internet navigation and research.

Certificates and Licenses:

Valid driver’s license required. 

Supervisory Responsibilities:

Requires limited supervisory responsibilities, including training peers and checking work for accuracy and completeness.

Work Environment:

  • Standard indoor working environment.
  • Occasional long periods of sitting while working at computer.
  • Occasional long periods of standing while copying.
  • Position requires regular interaction with employees and clients both in person and via e-mail and telephone.
  • Independent travel requirement: 10 to 15%.

Compensation Disclosure:

The Company makes offers based on many factors, including qualifications and experience. Certain roles may be eligible for incentive compensation.

For candidates in New York, NY, the base salary hiring range is $83,500 - $110,000.

Equal Opportunity Employer: disability/veteran

Top Skills

Microsoft Access
Excel
Microsoft Outlook
Microsoft Powerpoint
Microsoft Word
The Company
Albuquerque, NM
3,194 Employees
On-site Workplace
Year Founded: 1991

What We Do

Ryan is a tax services firm providing tax advisory and consulting services on a multi-jurisdictional basis.

Ryan, an award-winning global tax services and software provider, is the largest Firm in the world dedicated exclusively to business taxes. With global headquarters in Dallas, Texas, the Firm provides an integrated suite of federal, state, local, and international tax services on a multijurisdictional basis, including tax recovery, consulting, advocacy, compliance, and technology services. Ryan is a seven-time recipient of the International Service Excellence Award from the Customer Service Institute of America (CSIA) for its commitment to world-class client service. Empowered by the dynamic myRyan work environment, which is widely recognized as the most innovative in the tax services industry, Ryan’s multidisciplinary team of more than 2,500 professionals and associates serves over 14,000 clients in more than 50 countries, including many of the world’s most prominent Global 5000 companies.

Similar Jobs

New York, NY, USA
327 Employees
84K-110K Annually

SoFi Logo SoFi

Capital Markets Associate- Home Lending

Fintech • Mobile • Software • Financial Services
Easy Apply
Remote
Hybrid
4 Locations
4500 Employees

SoFi Logo SoFi

Capital Markets Director - Home Lending

Fintech • Mobile • Software • Financial Services
Easy Apply
Remote
Hybrid
4 Locations
4500 Employees

Gusto Logo Gusto

Head of Finance Tech

Fintech • HR Tech
Hybrid
3 Locations
2674 Employees

Similar Companies Hiring

MassMutual India Thumbnail
Insurance • Information Technology • Fintech • Financial Services • Big Data
Hyderabad, Telangana
Jobba Trade Technologies, Inc. Thumbnail
Software • Professional Services • Productivity • Information Technology • Enterprise Web • Consulting • Cloud
Chicago, IL
45 Employees
Quantum Rise Thumbnail
Software • Professional Services • Natural Language Processing • Machine Learning • Consulting • Automation • Artificial Intelligence
Chicago, Illinois
17 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account