Senior State and Local Tax Analyst

SoFi • Cottonwood Heights, UT

3d

About The Position

The Senior State and Local Tax Analyst will join the Finance team and manage state and local tax compliance while applying technology and AI-enabled tools to improve accuracy and efficiency. The role combines technical SALT knowledge with automation, collaboration across Finance and IT, and support for tax accounting, planning, controversy, and business initiatives.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field.
• 3–5 years of related experience.
• Strong technical knowledge of state and local tax, including income/franchise, sales and use, and other business-related filings.
• Understanding of ASC 740 principles and federal and state tax concepts.
• Advanced Excel skills.
• Curiosity about emerging technology and a track record of adopting new tools to improve efficiency.
• Hands-on experience with data and analytics tools such as Alteryx, Tableau, or Snowflake.
• Demonstrated experience using generative AI tools such as ChatGPT, Microsoft Copilot, or Claude for tasks including research, drafting, data analysis, and calculations.
• Familiarity with AI and workflow automation, such as Power Automate, UiPath, or AI agents, and ability to identify automation opportunities and build or support solutions.
• High attention to detail and ability to handle multiple projects and meet deadlines.
• Strong analytical and organizational skills.
• Ability to communicate sophisticated tax concepts meaningfully to non-tax professionals.
• Self-starter with a strong work ethic and ability to collaborate.

Nice To Haves

• MS in Tax or CPA.
• A combination of public accounting and corporate experience.
• Experience with Python, SQL, or other scripting or low-code tools.
• Financial and/or technology sector experience.
• Experience with Workday.

Responsibilities

• Own day-to-day state and local tax compliance processes and coordinate with external service providers.
• Ensure accurate and timely filing of state and local income/franchise, sales and use, and other business-related tax returns.
• Build and maintain AI-enabled automations and workflows to streamline compliance, provision, and reconciliation processes.
• Review and validate AI-generated outputs for accuracy and completeness in accordance with data-privacy and internal-control requirements.
• Partner with Finance Systems and IT to implement technology tools and process improvements across the tax function.
• Support state tax controversy matters, including examinations, audit defense, notice responses, and VDA projects.
• Support restructuring projects with tax apportionment analysis.
• Assist with tax incentive credit opportunities, planning, and compliance.
• Serve as a point of contact for internal inquiries, help coordinate audits, and prepare responses to notices from taxing jurisdictions.
• Identify and develop state tax planning opportunities and monitor legislative and regulatory developments.
• Manage state and local tax registrations.
• Perform or assist with nexus studies and apportionment analysis.
• Develop subject matter expertise in state and local income tax matters as they relate to business operations.
• Assist with state tax provision and prepare SALT-related accruals, journal entries, and account reconciliations.
• Ensure adherence to SOX 404 documentation for tax accounting controls and implement related enhancements where needed.
• Work with cross-functional teams to understand how business processes affect state and local taxes.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior