Summary
The Sr. Tax Analyst plays a key role in supporting the Company’s indirect tax compliance, reporting, and research functions. This position is responsible for reviewing and preparing complex sales/use and property tax filings, conducting technical tax research, supporting audits and process improvements, and partnering with internal stakeholders and external advisors to help ensure accurate, timely, and compliant tax operations.
Duties and Responsibilities
To perform this job successfully an individual must be able to perform the following essential duties satisfactorily. Other duties may be assigned to address business needs and changing business practices.
Sales & Use Tax Compliance
- Review and/or prepare sales/use tax returns, ensuring accuracy, completeness, and timely filing across jurisdictions.
- Oversee exemption certificate processes and resolve complex documentation issues.
- Identify and mitigate exposure risks related to indirect taxes.
Property Tax Compliance
- Prepare personal property tax returns, review valuation notices, and process tax payments.
- Support railcar ad valorem filings, including return preparation and notice review.
Research & Technical Support
- Conduct and document technical research on complex indirect tax issues.
- Interpret regulations and provide clear, actionable recommendations to management.
- Serve as a subject matter expert for sales/use and property tax matters.
Accounting & Reporting
- Review tax-related journal entries and ensure proper accounting treatment of indirect taxes.
- Support financial reporting processes and ensure alignment with internal controls.
Process Support
- Lead initiatives to improve tax processes, enhance internal controls, and automate workflows.
- Identify opportunities to reduce risk and improve efficiency across the tax function.
Projects & Stakeholder Management
- Lead or play a significant role in audits, system implementations, and cross-functional projects.
- Act as primary point of contact for external advisors and taxing authorities on routine matters.
- Partner with operations, accounting, and finance teams to address tax implications of business activities.
General Support
- Perform other duties as assigned to support the overall tax function.
Qualifications
The following generally describes requirements to successfully perform the assigned duties.
Minimum Qualifications
- Bachelor’s degree in Accounting, Finance, Business, or related field preferred.
- 3 6+ years of relevant experience in sales/use or property tax compliance.
- Proficiency in Microsoft Excel and Word required.
- Experience with property tax software (e.g., PTMS) is a plus.
Specific Job Skills
- Advanced analytical and technical research capabilities.
- Strong communication and stakeholder management skills.
- Ability to manage competing priorities and operate independently.
- Detail-oriented with strong review and quality control capabilities.
Preferred Qualifications
- Ability to work on-site at our Lake Oswego, Oregon office; remote work from other locations may be considered based on business needs.
Work Environment and Physical Requirements
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Physical Activities and Requirements
Frequency Key
Not Applicable: Activity is not applicable to this occupation
Occasionally: Occupation requires this activity up to 33% of the time (0- 2.5+ hours/day)
Frequently: Occupation requires this activity from 33% - 66% of the time (2.5- 5.5+ hours/day)
Constantly: Occupation requires this activity more than 66% of the time (5.5+ hours/day)
Working Postures
- Sit: Frequently
- Stand: Occasionally
- Walk: Occasionally
- Bend: Not Applicable
- Kneel/Squat: Not Applicable
- Crawl: Not Applicable
- Climb: Not Applicable
- Reach Forward: Occasionally
- Reach Upward: Not Applicable
- Handling/Fingering: Frequently
Lift / Carry Requirements
- 5-10 lbs: Not Applicable
- 10-25 lbs: Not Applicable
- 25-50 lbs: Not Applicable
- 50-75 lbs: Not Applicable
- 75+ lbs: Not Applicable
Push / Pull Requirements
- Up to 10 lbs: Not Applicable
- 10-25 lbs: Not Applicable
- 25-50 lbs: Not Applicable
- 50-75 lbs: Not Applicable
- 75+ lbs: Not Applicable
