Analyst, State and Local Tax

Overview

Job Purpose

The State and Local Tax Analyst will be actively involved in various 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 audits, and supporting state and local tax research and compliance projects. 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 workpapers and returns for both corporations and partnerships
• Prepare extensions and quarterly income tax estimates
• Perform tax research relating to income tax filing 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 notices and audits, including gathering support for tax positions and corresponding with state and local taxing authorities
• Prepare state modification and apportionment computations
• Participate in tax discussions regarding business operations and apply business knowledge in tax analysis
• Provide miscellaneous tax assistance, which may include federal, international, or tax accounting assignments, as needed
• 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 and/or Master’s degree in Accounting or Taxation preferred
• Minimum 1-3 years of state and local corporate income 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 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 IntelliConnect
• 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 preferred
• Experience with data automation or transformation tools (e.g., Alteryx) to support tax compliance, data validation, or process efficiency preferred

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