Senior Analyst, State and Local Tax
About The Position
The State and Local Tax Senior Analyst will be actively involved in state and local income tax compliance, controversy, and planning. The role includes preparing income tax returns, extensions, and estimated payments; assisting with tax audits and provision calculations; and contributing to tax planning initiatives. The ideal candidate has strong tax technical skills and can manage multiple priorities in a fast-paced, technology-enabled environment. The position also supports improvements to tax compliance processes through data analysis, workflow improvements, automation, and standardization. The analyst collaborates with Finance, Legal, Operations, IT, and Tax Technology teams and helps ensure tax processes are repeatable and well controlled.
Requirements
- Bachelor’s degree in Accounting, Finance, or a related field.
- At least 3 years of state and local corporate tax experience, either in-house with U.S. multinational corporations or in public accounting.
- Strong understanding of state and local income tax compliance, including apportionment, nexus, and combined/consolidated filing methodologies.
- Experience with income tax return software.
- Strong Excel skills, including advanced formulas, pivot tables, data validation, and structured data analysis; experience using Excel in repeatable, system-driven tax processes.
- Experience with tax research platforms such as RIA Checkpoint and/or CCH IntelliConnect.
- Experience with Oracle or other financial accounting systems.
- Strong interpersonal skills and the ability to operate and multitask in a deadline-driven, team-oriented environment.
- Strong verbal and written communication skills.
- Experience collaborating with Finance, IT, or Tax Technology teams on system-related initiatives.
Nice To Haves
- CPA designation.
- Big Four public accounting experience.
- Experience with OneSource income tax return software.
- Experience with data automation or transformation tools such as Alteryx to support tax compliance, data validation, or process efficiency.
Responsibilities
- Prepare state and local income tax return workpapers and returns for corporations and partnerships.
- Prepare extensions and quarterly income tax estimates.
- Perform tax research relating to income tax filing positions, elections, methods, and legislative changes.
- Assist with quarterly and year-end tax provision calculations and related projects, including state and local current and deferred tax analysis and documentation.
- Assist with state and local income tax audits by gathering support for tax positions and corresponding with state and local taxing authorities.
- Participate in tax discussions regarding business operations and apply business knowledge in tax analysis.
- Collaborate with cross-functional teams, including Finance, Legal, and Operations.
- Participate in state and local tax planning initiatives, including entity restructuring, mergers and acquisitions, and regulatory developments.
- Assist with identifying and implementing process improvements and technology solutions to improve tax compliance efficiency and accuracy.
- Analyze and validate ERP-sourced data used in state income tax returns, apportionment calculations, and estimated payments.
- Support the design, documentation, and execution of repeatable, well-controlled tax compliance processes.
- Identify opportunities to reduce manual effort through improved data workflows, automation, and standardization of workpapers and calculations.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
