Tax Analyst
About The Position
The Tax Analyst I supports tax compliance, reporting, and related financial processes. The position assists with gathering and analyzing tax data, preparing workpapers, supporting accurate and timely filings, and maintaining clear documentation. The analyst works with the tax team, internal business partners, and external service providers to help the organization meet tax requirements and maintain audit-ready records. The Tax Analyst I performs recurring tax compliance and reporting activities under general supervision. The role requires attention to detail, sound judgment, effective organization, and the ability to manage multiple deadlines. The analyst applies established tax guidance and procedures, identifies unusual items, and escalates complex or higher-risk matters to the Tax Manager. The analyst is expected to uphold the organization’s mission, vision, and values and work in a people-centered, service excellence-focused, and results-oriented manner.
Requirements
- Bachelor’s degree in Accounting, Finance, Tax, or a related field.
- 3+ years of tax and related experience; relevant internship experience may be considered.
- Working knowledge of Microsoft Excel and the ability to analyze and organize financial data.
- Attention to detail, sound judgment, effective organization, and the ability to manage multiple deadlines.
Nice To Haves
- Basic knowledge of federal, state, and local tax concepts and willingness to stay informed about changes.
- Strong analytical, research, and problem-solving skills.
- Clear written and verbal communication skills and the ability to work effectively with internal and external partners.
- Experience preparing account reconciliations, tax workpapers, or financial schedules.
- Detail-oriented approach and commitment to accuracy, documentation, and timely completion of work.
- Experience with enterprise resource planning systems, tax software, or data analysis tools.
- Additional related education or experience.
Responsibilities
- Assist with federal, state, and local tax compliance requirements.
- Prepare schedules, workpapers, account reconciliations, and supporting documentation for tax returns and filings.
- Coordinate with internal teams and external service providers to gather complete and accurate tax information.
- Support sales tax, property tax, income tax, and other assigned tax compliance activities.
- Assist with tax account reconciliations, tax calculations, and supporting schedules used in the financial reporting process.
- Research and explain differences in tax data, account balances, and supporting records.
- Maintain organized, complete, and audit-ready tax files and workpapers.
- Follow established review procedures, internal controls, and documentation standards.
- Respond to information requests from internal teams, external service providers, auditors, and government agencies under manager guidance.
- Communicate questions, missing information, risks, and filing issues promptly to the Tax Manager.
- Identify opportunities to improve tax processes, data quality, templates, and documentation.
- Stay informed about tax requirements that affect assigned responsibilities and apply updates with manager guidance.
- Identify unusual items and escalate complex or higher-risk matters to the Tax Manager.
Benefits
- Industry-leading health and dental benefits.
- Matching retirement package.
- Workplace that encourages professional growth and advancement.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
