Tax Analyst

Responsibilities

• Prepare and support the preparation of U.S. federal and state income tax return work papers and filings, including book-tax adjustments and supporting schedules
• Review less complex book-tax adjustments, supporting work papers and tax returns for accuracy, completeness, and adherence to established procedures and controls
• Support timely and accurate filing of corporate income tax returns by tracking deliverables, managing dependencies, and escalating issues appropriately
• Research routine-to-moderately complex tax issues, summarize findings, and draft written analysis and conclusions in alignment with compliance and risk management expectations
• Collect, organize, and provide data and work papers in response to federal and state income tax audits; ensure responses are complete, accurate, and timely
• Acquire, validate, transform, and reconcile tax-relevant data from multiple sources
• Perform account analysis and support return-to-provision and/or return-to-ledger reconciliations; investigate variances and document conclusions in audit-ready work papers
• Use advanced Excel capabilities and approved analytics tools to transform and analyze data, identify anomalies, and support tax calculations
• Contribute to practical process improvements and leverage basic workflow automation concepts or standardized data pipelines, where available, to improve efficiency and consistency in recurring tax processes

• 2+ years of Corporate Tax experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Working knowledge of data analytics concepts and their application to tax compliance and reporting processes
• Advanced Microsoft Excel proficiency, including Pivot Tables, Power Query, complex formulas, and data validation techniques
• Ability to perform data reconciliations, trend analysis, and variance analysis to support tax filings and audits
• Familiarity with tax-relevant data sources such as general ledger data, trial balances, fixed asset data, and transaction-level detail
• Strong attention to data accuracy, integrity, and documentation, including maintaining audit-ready work papers
• Hands‑on experience with Alteryx or similar data transformation tools
• Active Certified Public Accountant (CPA) and/or Master’s degree in Taxation or Accounting
• Experience preparing U.S. federal and state corporate income tax returns (including consolidated and unitary returns)
• Banking/financial services income tax experience and understanding of U.S. GAAP principles in a financial services environment
• Proficiency with Oracle General Ledger, and corporate income tax compliance software
• Strong verbal and written communication skills; ability to work effectively with remote team members and management
• Self‑starter with strong analytical, tax technical, and research skills
• Experience supporting tax process improvements, system implementations, or workflow/document management tools used in tax processes
• Familiarity with Power BI, Tableau, or similar visualization tools for reporting and analysis
• Exposure to SQL and/or Python for data extraction, transformation, or analytics