Senior Tax Analyst
About The Position
The Senior Tax Analyst is responsible for preparing and/or reviewing federal, state, and local tax compliance for KARL STORZ North America entities (KSEA & Subs, KSVEA & Subs, and KSE), and supporting audits and tax research. This includes US federal and state income tax returns, quarterly estimates/extensions, income tax provisions under ASC 740, R&D credit calculations, and foreign withholding tax filings/documentation. The role ensures tax compliance is accurate, timely, and defensible, primarily for federal and state income taxes, in coordination with sales/use/property tax responsibilities and other internal stakeholders. The position offers impact and growth for individuals energized by turning financial complexity into strategic clarity.
Requirements
- 4–6 years of federal and multi-state corporate tax compliance experience
- Bachelor’s degree
- Solid knowledge of tax laws and ability to perform tax research
- Working knowledge of generally accepted accounting principles and ASC 740
- Strong analytical, communication, and writing skills
- Proficiency with Microsoft Office and tax/finance tools
- Exceptional organizational skills; ability to multi-task
- Ability to work independently and resolve issues with limited supervision
- Excellent interpersonal skills with staff, peers, management, external consultants, and tax authorities
- Ability to anticipate issues and recommend corrective actions
- Highly motivated, quick learner, critical thinker with a bias toward action
- Ability to perform under pressure; strong ethics
Nice To Haves
- 3+ years at a Big 4 firm
- CPA and/or Master’s in Taxation
- Member of a CPA professional society
- Exposure to SAP
- Exposure to OneSource
- Exposure to BNA Fixed Assets
- Exposure to RIA Checkpoint
- Exposure to equivalent tools
Responsibilities
- Prepare and/or review assigned companies’ federal, state, and local income tax returns, including quarterly estimated payments and extension requests (minimal oversight).
- Prepare amended returns when required.
- Plan and prepare annual federal and state R&D credit calculations (including California, Massachusetts, and Texas) with complete documentation of tax positions.
- Prepare annual year-end income tax provisions under ASC 740, including tax return to provision reconciliations by the accounting/audit timeline.
- Ensure ongoing compliance by monitoring income tax nexus across states and tracking relevant legislative changes.
- Support, facilitate, and/or manage tax audits: Identify potential exposure areas in advance, Obtain requested documents quickly to reduce audit cycle time, Anticipate auditor questions and stay prepared, Plan what analyses/records will be submitted and how they will be presented.
- Respond to federal and state assessment notices and help defend company positions.
- Prepare US federal and state income tax returns for the Storz family.
- Prepare foreign withholding tax requirements and filings; maintain withholding documentation and communicate requirements to relevant departments.
- Perform tax research and resolve tax issues as needed.
- Provide technical support to other departments on transaction structure.
- Assist the Tax Director with special projects/studies.
- Continuously improve tools and workflows for tax and financial data review/analysis (e.g., Microsoft Power Apps).
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Number of Employees
501-1,000 employees
