Sr Tax Analyst

The Sr Tax Analyst will provide support for all income and franchise tax-related issues and procedures of the U.S. consolidated group, including federal, state, and local compliance and financial reporting. This role will be cross-functional with an emphasis on state and local reporting and compliance.

This individual is expected to work in a cross-functional manner with the broader finance team as business partners. Additionally, this individual will liaise with 3rd party providers and auditors.

Position Duties

1. Preparation of federal and state quarterly provision support:
   • Prepare supporting federal and state workpapers and related journal entries leveraging ONESOURCE Tax Provision and ONESOURCE Workpapers.
   • Prepare federal and state income tax balance sheet account reconciliations.
2. Execute notice and audit resolution process:
   • Process and track notices received, communicate to Direct Tax Manager.
   • Determine and execute required responses.
   • Proactively interact with jurisdictions for resolution.
3. Preparation of state/local income and franchise tax computations.
   • Prepare state and local income and franchise tax supporting workpapers.
   • Liaise with 3rd party for preparation and review of return filings.
   • Prepare quarterly estimated / annual extension payment calculations.
4. Preparation of federal taxable income computations.
   • Prepare federal taxable income supporting workpapers.
   • Liaise with 3rd party for preparation and review of return filings.
   • Prepare quarterly estimated / annual extension payment calculations.
5. Support of special projects and research.
   • Leverage tax research software to analyze legislative changes and support compliance execution related to changes at Federal, State, and Local levels.
   • Preparation of special analyses in support of mergers and acquisitions and strategic tax planning.
   • Maintain workpapers supporting state conformity based on ongoing legislative updates.
6. Process improvement leveraging tax technology.
   • Identify opportunities requiring process improvement/ automation.
   • Develop new and maintain existing Alteryx workflows.
   • Enhance workpapers and processes utilizing advanced and future tools including Power Query, Power Automate, CoPilot and others.
7. Perform all work in compliance with company quality procedures and standards.
8. Perform other duties as assigned.

Qualifications

Required Education, Training and Experience

• Bachelor degree required in Accounting, Finance or related field.
• 2+ years of professional related experience in public accounting or corporate tax; State & Local Tax preferred.

Preferred Education, Training and Experience

• Master’s degree in Accounting or Taxation preferred but not required.
• CPA preferred but not required.
• State and local tax experience preferred.
• Preferred software expertise: Onesource Tax Provision, Alteryx, MS Power Query, Onesource Income Tax, SAP.

Knowledge, Skills, and Abilities (KSA's)

• Actively and attentively listen to others, ensuring a clear understanding of their messages, needs, and concerns.
• Functional skills including critical thinking, adaptability, time management, communication, problem-solving and digital literacy.
• Ability to work cross-functionally allowing for better collaboration and communication when working across teams to achieve shared objectives.
• Written Communications - including the ability to communicate technical data in written form.
• Practicing time management to allocate tasks, balance priorities, and meet deadlines efficiently.
• Manage and meet competing deadlines, requiring careful prioritization and time management to ensure all tasks are completed on time.
• Thriving in a fast-paced environment by managing tasks, multitasking, and adapting quickly to maintain productivity.
• Driving continuous improvement by evaluating processes and implementing necessary changes.
• Skilled in MS Office tools to include but not limited to Outlook, Teams, Word, and Excel. Advanced: demonstrates deep knowledge; manages complex tasks and integrates multiple tools independently.
• Functionally Required Knowledge, Skills, and Abilities:
  1. Federal and state income tax knowledge.
  2. Tax research and communication skills.
  3. Advanced Excel skill level: Power Query, Pivot Tables.

Travel: 5% domestic