Income Tax Analyst II

Cencora•Conshohocken, PA

About The Position

The Tax Analyst assists in preparing federal and state corporate income tax returns, works on special projects, responds to state inquiries, and supports state audits and annual reports. The role prepares assigned components of federal, state, and local income tax returns and related workpapers, validates and reconciles tax data, and supports tax provision processes. It also maintains tax documentation and compliance trackers, drafts responses to routine tax notices, and monitors legislative and regulatory developments relevant to assigned compliance areas.

Requirements

Bachelor's degree in accounting, finance, taxation, or a related field, or equivalent experience.
At least 2 years of experience in tax compliance, tax accounting, or a related field.
Knowledge of corporate income tax compliance fundamentals.
Knowledge of book-to-tax concepts and common adjustments.
Knowledge of tax workpaper preparation and documentation standards.
Ability to perform data reconciliation and resolve issues.
Intermediate to advanced spreadsheet skills.
Familiarity with tax calendars, filing governance, and internal controls.
Ability to interpret tax notices and compile supporting documentation.
Understanding of the impact of legislative changes on compliance.

Nice To Haves

Certification as a Certified Public Accountant (CPA), Enrolled Agent (EA), or equivalent.

Responsibilities

Prepare assigned components of federal, state, and local income tax returns and related workpapers to support complete and timely filings.
Compile, validate, and reconcile tax data from financial records and source systems to ensure accurate, auditable compliance inputs.
Prepare schedules and analyses supporting tax provision processes, including taxable income, book-to-tax differences, and related adjustments.
Create and maintain tax workpapers using applications such as Microsoft Excel and ONESOURCE.
Maintain compliance calendars, trackers, and documentation repositories to support governance, controls, and timely execution.
Draft responses to routine tax notices and information requests by assembling supporting materials and coordinating follow-ups.
Support state audits, annual reports, and special projects by preparing schedules, retrieving documentation, and updating filing status.
Monitor legislative and regulatory tax developments, summarize impacts to assigned compliance areas, and update standard workpapers as needed.