Tax Analyst

Key Responsibilities

Exemption Certificate Management

• Lead the exemption certificate repository, ensuring certificates are current, accurate, and properly categorized.
• Request, track, and validate exemption certificates from customers and vendors.
• Monitor expirations and proactively follow up to maintain compliance.

Sales & Use Tax Compliance

• Prepare monthly and quarterly sales & use tax returns across multiple jurisdictions.
• Update and prepare monthly sales & use tax files to ensure accurate and timely return preparation.
• Review invoices to identify indirect tax liabilities, taxability issues, and potential exposure.
• Assist in gathering and validating data for refund claims, audits, and reconciliations.

Business License Compliance

• Prepare, file, and maintain business license registrations and renewals across multiple jurisdictions.
• Track filing deadlines and ensure timely submissions.

Indirect Tax Accounting & Reconciliations

• Perform general ledger account reconciliations for:
  • Sales & use tax
  • Property tax
• Maintain documentation supporting monthly balances and adjustments.
• Consistently update and refine the property tax accrual forecast based on new data, assessments, and operational changes.

Data Extraction & Return Preparation

• Extract, clean, and organize data needed for indirect tax filings and analyses.
• Assist in preparing annual personal property tax returns, including asset listings, additions, disposals, and location updates.
• Support data validation for audits, refund claims, and internal reporting.

Cross-Functional Support

• Collaborate with AP, AR, Operations, and IT to resolve data issues and improve tax data quality.
• Support the Senior Analyst and broader tax team on audits, refund claims, and process improvements.

Process Improvement & Documentation

• Identify opportunities to streamline workflows and improve data accuracy.
• Maintain and update process documentation, checklists, and internal controls.

Qualifications

Required

• Bachelor’s degree in Accounting, Finance, Business, or related field.
• 1–3+ years of experience in indirect tax, accounting, or related compliance functions.
• Advanced Excel skills (pivot tables, lookups, modeling, data transformation).
• Experience with Power BI or other data analytics tools (Tableau, Alteryx, etc.).
• Strong organizational skills and attention to detail.
• Ability to manage multiple deadlines in a fast‑paced environment.

Preferred

• Experience with exemption certificate platforms or tax engines.
• Familiarity with ERP systems (Workday, SAP, Oracle, etc.).
• Exposure to multi‑jurisdictional sales/use tax or property tax filings.

Why Lineage?
This is an excellent position to begin your career path within Lineage! Success in this role enables greater responsibilities and promotions! A career at Lineage starts with learning about our business and how each team member plays a part each and every day to satisfy our customers’ requirements. Beyond that, you’ll help us grow and learn on our journey to be the very best employer in our industry. We’ll ask you for your opinion and ensure we do our part to keep you developing and engaged as we grow our business. Working at Lineage is energizing and enjoyable. We value respect and care about our team members.

Lineage is an Equal Employment Opportunity Employer and is committed to compliance with all federal, state, and local laws that prohibit workplace discrimination and unlawful harassment and retaliation.  Lineage will not discriminate against any applicant on the basis of race, color, age, national origin, religion, physical or mental disability or any other protected status under federal, state and local law.
Benefits

Lineage provides safe, stable, reliable work environments, medical, dental, and basic life and disability insurance benefits, 401k retirement plan, paid time off, annual bonus eligibility, and a minimum of 7 holidays throughout the calendar year.