Tax Analyst

The Tax Specialist is a key contributor within the finance team, supporting both tax compliance and treasury operations. This role is responsible for the day-to-day administration of state and local tax filings, compliance activities, cash management, and banking operations across multiple business entities. The position works closely with finance leadership on critical initiatives, including tax compliance, treasury processes, and system implementations.

• Support multi-state sales tax compliance activities, including registrations, reconciliations, and filings across multiple entities.
• Assist in preparing supporting schedules and documentation for federal, state, and local income and franchise tax returns.
• Coordinate with external tax advisors and auditors by providing requested schedules, reports, and work papers.
• Maintain tax calendars and monitor filing deadlines across jurisdictions.
• Research and apply relevant tax regulations and compliance requirements.
• Track legislative and regulatory tax changes and help assess potential business impacts.

• Support daily cash management activities, including cash positioning, funding requests, and wire transfers.
• Serve as a point of contact for banking partners and assist with banking relationship management.
• Participate in bank account transitions, implementations, and related treasury initiatives.
• Prepare weekly cash flow forecasts and variance analyses.
• Maintain treasury records and reconcile bank and treasury-related accounts.
• Monitor cash balances and support short-term investment and liquidity management activities in accordance with company policies.

• Participate in ERP implementation and process improvement projects related to tax and treasury functions.
• Assist with sales tax automation and compliance system implementations, including Avalara.
• Support the configuration and testing of tax codes, banking integrations, and account mappings within financial systems.
• Help document tax and treasury procedures and maintain process documentation.

• Maintain organized documentation related to tax compliance, filings, and historical records.
• Review and reconcile sales tax returns and supporting schedules.
• Prepare treasury and cash management reports for finance leadership.
• Support internal controls related to treasury operations, including authorization procedures and segregation of duties.
• Assist with year-end tax reporting, tax provisions, and deferred tax schedules as needed.

• High school diploma or GED required.
• 2+ years of experience in tax compliance, accounting, finance, or a related field.
• Experience supporting multi-state tax compliance activities.
• Basic knowledge of sales tax regulations and filing requirements.
• Proficiency in Microsoft Excel.
• Strong organizational skills with the ability to manage multiple priorities and deadlines.
• Excellent attention to detail and problem-solving abilities.
• Effective verbal and written communication skills, including the ability to work with leadership teams, banking partners, auditors, and external advisors.

• Associate's or Bachelor's degree in Accounting, Finance, or a related field.
• Experience with multi-entity organizations.
• Familiarity with Avalara or similar tax automation software.
• Experience working with ERP systems and financial process improvement initiatives.