Tax Analyst

Overview

You’re more valuable than ever – And that’s just how we’ll make you feel.

The Tax Analyst will manage external service providers to comply with a broad range of tax types, including federal and state income, property, sales & use and gross receipts taxes. The Tax Analyst role will interface with all departments within the organization, including Finance, FP&A, Legal, Payroll and People, to identify and monitor tax issues and opportunities existing within the organization.

Education Required

• Bachelor’s degree in accounting

Licenses/Certifications Required

• CPA required, or actively pursuing CPA certification

Work Experience Required

• 1+ Years Experience in Public or Private Accounting
• Experience supporting Tax and Finance Departments
• Experience working with different tax types and functions i.e., federal and state income, property, sales & use, gross receipt taxes

Preferred Education, Licenses, Certifications Or Work Experience

• 2+ Years Experience in Public or Private Accounting

• This role involves interaction and collaboration with other departments and requires excellent judgment and interpersonal skills.
• Proficiency with Microsoft suite, specifically with Microsoft Excel.
• Excellent time management skills and ability to multi-task and prioritize work.
• Excellent written and verbal communication skills.
• Strong organizational and planning skills.

• Prepare a due date tracker for all tax returns and tax types (Property, Sales & Use, Gross Receipts, Business & Occupancy (B&O), etc.)
• Prepare tax depreciation schedules for all entities to assist external service providers in the return preparation process.
• Prepare PA gross receipts and WV B&O tax returns on a monthly, quarterly and annual basis for Pennsylvania and West Virginia locations. Provide tax compliance data to federal and state tax teams and manage the return preparation process with external service provider.
• Provide supporting data for sales & use tax returns to external service provider monthly and review invoices for use tax exposure.
• Research and document federal and state tax issues as necessary.
• Prepare DE gross receipts tax returns for Delaware market monthly.
• Prepare WA B&O tax returns for the Washington market monthly.
• Prepare required state tax installments/payments and notify Treasury in advance of those payments.
• Maintain SharePoint site which contains copies of all prior years’ returns and external service provider correspondence.
• Create and maintain a national database of all business licenses.
• Work with personal property tax compliance team to provide relevant fixed asset data for all locations to assist in the preparation of tangible personal property tax returns.
• Work with the personal property tax compliance team to pay all personal property tax bills, as well as the real property tax bills we as lessors are responsible for, through Anybill.
• Manage the unclaimed property compliance process with external service provider.
• Work with Accounting to ensure personal property taxes and professional service fees are accounted for properly and ratably accrued throughout the year.
• Assist in the preparation of the Tax Department budget.
• Interface with FP&A to track the annual forecast and assist in the preparation of tax forecasts on a quarterly basis.
• Assist in the management of sales & use, personal property and income & franchise tax audits as necessary.

GoHealth’s Core Values, listed below, are essential functions of this position:

• Collaboration:
  
  Takes ownership for collectively establishing productive partnerships and relationships and seek to gain joint understanding of priorities and objectives so that the greater good of the organization and those we serve is always at the forefront.
• Innovation:
  Consistently uses good judgment, applying creativity to overcome obstacles and increasing effectiveness and efficiency through process and other forms of innovation.
• Diversity & Inclusion:
  Fosters diversity and inclusion, to be able to better understand team members, our customers and partners. Engages the strengths and talents of each GoHealth team member,…