Senior Analyst, State and Local Tax

Job Purpose

The State and Local Tax Senior Analyst will be actively involved in all aspects of state and local income tax including, but not limited to, preparing state and local income tax returns, extensions, and estimated payments, assisting with state and local income tax controversy work, and helping with state and local tax planning initiatives. The ideal candidate has strong tax technical skills, and the ability to manage multiple priorities in a fast-paced technology-enabled environment.

Responsibilities

• Prepare state and local income tax return work papers and returns for both corporations and partnerships
• Prepare extensions and quarterly income tax estimates
• Perform tax research relating to income tax filings positions, elections, methods, legislative changes etc. as required
• Assist with quarterly and year-end tax provision calculations and related projects, including state and local current and deferred tax analysis and related documentation  
• Assist with state and local income tax audits, including gathering support for tax positions and corresponding with state and local taxing authorities
• Participate in tax discussions regarding business operations and apply business knowledge in tax analysis
• Collaborate with cross-functional teams, including finance, legal, and operations
• Participate in state and local tax planning initiatives, including entity restructuring, mergers and acquisitions, and regulatory developments
• Assist with identifying and implementing process improvements and technology solutions to enhance the efficiency and accuracy of the tax compliance function
• Analyze and validate ERP-sourced data used in state income tax returns, apportionment calculations, and estimated payments
• Support the design, documentation, and execution of repeatable, well-controlled tax compliance processes
• Identify opportunities to reduce manual effort through improved data workflows, automation, and standardization of workpapers and calculations

Knowledge and Experience

• Bachelor’s degree in Accounting, Finance or a related field. CPA preferred
• 3+ years of state and local corporate tax experience, either in-house with U.S. multinational corporations or in public accounting, preferably Big Four
• Strong understanding of state and local income tax compliance process, including apportionment, nexus and combined/consolidated filing methodologies
• Experience with income tax return software required, preferably OneSource
• Strong Excel skills, including advanced formulas, pivot tables, data validation, and structured data analysis; experience using Excel as part of repeatable, system-driven tax processes
• Experience with tax research platforms, including RIA Checkpoint and/or CCH Intelli Connect
• experience with Oracle or other financial accounting systems
• Strong interpersonal skills, including ability to operate and multi-task in a deadline driven team- environment and to collaborate with an experienced team
• Strong verbal and written communication skills
• Experience collaborating with Finance, IT, or Tax Technology teams on system-related initiatives
• Experience with data automation or transformation tools (e.g., Alteryx) to support tax compliance, data validation, or process efficiency is a plus