Senior State and Local Tax Analyst

SoFi•Cottonwood Heights, UT

4h•$89,600 - $168,000

About The Position

SoFi is seeking a tech-forward Senior State and Local Tax Analyst to join its Finance team. The role combines state and local tax (SALT) technical expertise with AI tools and automation to improve the accuracy and efficiency of tax work. The analyst will oversee day-to-day state and local tax compliance, coordinate with external service providers, support tax accounting and controversy matters, and collaborate with Finance Systems, IT, and other teams on process and technology improvements.

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 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 tools 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 manage multiple projects and meet deadlines.
Strong analytical and organizational skills.
Ability to explain sophisticated tax concepts meaningfully to non-tax professionals.
Self-starter with a collaborative approach and strong work ethic.

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 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, following data-privacy and internal control requirements.
Partner with Finance Systems and IT to implement tax technology tools and process improvements.
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.
Respond to internal inquiries, help coordinate audits, and prepare responses to notices from taxing jurisdictions.
Identify 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 as it relates to business operations.
Assist with state tax provision and prepare SALT-related accruals, journal entries, and account reconciliations.
Maintain SOX 404 documentation for tax accounting controls and support related enhancements.
Work with cross-functional teams to understand how business processes affect state and local taxes.