Tax Analyst - General Ledger & Provision

AAON, Inc.•Tulsa, OK

14d•Onsite

About The Position

The General Ledger & Provision Tax Analyst I is responsible for supporting the company’s tax function by preparing and analyzing workpapers for annual tax returns and quarterly provisions, analyzing and updating sales data for general ledger and provision reporting, and preparing tax journal entries and reconciliations for the general ledger.

Requirements

Bachelor’s degree in accounting, business, or a related field, or equivalent relevant experience
5+ years of experience with corporate income tax, GAAP accounting, general ledger duties, or related analytical role
Detail-oriented and organized
Proficient knowledge and use of Microsoft Office Suite, especially Excel
Ability to connect with team members and work cohesively
Flexibility with work responsibilities
High ownership mindset
Ability to manage multiple tasks and priorities in a fast-paced environment
Frequent use of computer systems for analysis and reporting
Ability to sit for extended periods and work with detailed information
Occasional standing and walking for meetings or site visits; compliance with safety policies during operational site engagements with seasonal temperatures, dust, and some chemical fume exposure
Ability to lift up to 50 pound boxes as needed

Nice To Haves

Manufacturing company and/or public company experience is a plus (not required)

Responsibilities

Prepare audit-ready worksheets and workpapers for tax documentation
Analyze data from software applications to verify correctness
Prepare tax filings for manager review at least a week before filing due date
Stay on top of day-to-day responsibilities to not get behind and create a backlog
Keep track of larger project deadlines to stay on target
Follow up on email requests for information to keep projects moving
Maintain and respond to emails and/or Teams messages in a timely manner
Answer inquiries from within the accounting department and other departments
Facilitate communication with third parties as needed
Update and maintain standard operating procedures for all assigned responsibilities
Research tax issues as needed
Provide support on additional projects within the tax department as needed
Assist with any system/software change implementations
Assist other tax department members as necessary to cover deadline requirements
Analyze data and prepare all tax department journal entries monthly
Review and analyze tax department reconciliations to complete monthly
Facilitate quarterly tax provision requests for data and follow up for inputs
Input and analyze data to reconcile in the quarterly tax provision
Prepare and maintain monthly general ledger sales data by state
Prepare and maintain monthly sales data for VDA liability states
Coordinate Research & Development tax credit information for quarterly provision and annual return
Analyze meals & entertainment monthly to maintain for quarterly provision and annual tax return
Analyze charitable data monthly to maintain for quarterly provision and annual tax return
Compile annual tax credit data support for tax returns and maintain quarterly for provisions
Prepare, document, and file ACH payments for all income taxes
Prepare and reconcile audit support for Federal and state income and sales tax audits when needed
Review and analyze/decide response needed for Federal and state income tax letters
Review tax email address emails and facilitate within the tax group as needed
Prepare and maintain cash flow analysis for providing to FP&A team for tax cash flow