Senior Associate - State Tax Transformation

New York Life•New York, NY

1d•$81,000 - $105,000•Hybrid

About The Position

The Senior Tax Associate – State Tax Transformation role is a hybrid position focused on leading tax transformation initiatives. This involves leveraging automation, AI, and data analytics to streamline tax processes, improve efficiency, and enhance data quality within the Tax function. The role requires analyzing and managing large, complex data sets to support various tax compliance areas, including Sales & Use Tax, Informational Reporting (Forms 1099, W-2), and other federal and state reporting requirements. Responsibilities include reviewing transactions, determining appropriate tax treatment, resolving tax issues with stakeholders, and administering tax technology solutions. The position also involves partnering with cross-functional teams (Finance, Procurement, IT, business stakeholders) to optimize tax data, automate workflows, and implement scalable process improvements. Additionally, the role supports Tax audits by preparing analyses, maintaining documentation, responding to auditor requests, and strengthening processes and controls based on audit outcomes.

Requirements

Bachelor’s degree in accounting, Finance, Information Systems, or a related discipline required.
3–5 years of State & Local Tax (SALT) experience.
Proficiency in any one or more of these State Tax areas is a plus: Premium, Income, Withholding, Unemployment, Informational Reporting, Sales & Use, Personal Property Taxes.
Demonstrated success implementing tax automation, AI, or technology-driven process improvements that increased efficiency, improved accuracy, and reduced manual effort.
Proven ability to analyze, manipulate, and transform large data sets into meaningful tax and business insights for compliance, reporting, and business decision-making.
Experience supporting Tax audits.
Experience operating within a mature corporate tax function supporting high transaction volumes, multiple legal entities, and complex compliance requirements.
Advanced Microsoft Excel skills, including Power Query, Pivot Tables, XLOOKUP, Power Pivot, and advanced data analysis techniques.
Strong proficiency with Microsoft 365, including Excel, SharePoint, Power Platform, Word, and PowerPoint.
Demonstrated experience leveraging tax automation, AI, Bots, Claude and analytics tools to improve tax operations, streamline processes, and enhance reporting.

Nice To Haves

CPA, MST, or other relevant professional certifications are a plus

Responsibilities

Lead tax transformation initiatives by leveraging automation, AI, and data analytics to streamline tax processes, improve efficiency, and enhance data quality across the Tax function.
Analyze and manage large, complex data sets, e.g., supporting Sales & Use Tax compliance, Informational Reporting, including Forms 1099, W-2, and other federal and state reporting requirements.
Review transactions, determine appropriate Tax treatment, resolve tax issues with internal stakeholders and external vendors, and administer tax technology solutions to improve reporting accuracy and compliance.
Partner with Finance, Procurement, IT, and business stakeholders to optimize tax data, automate workflows, and implement scalable process improvements.
Support Tax audits by preparing analyses, maintaining audit-ready documentation, responding to auditor requests, resolving audit findings, and strengthening tax processes and internal controls based on audit outcomes.