Tax Analyst

Responsibilities Prepare and support the preparation of U.S. federal and state income tax return workpapers and filings, including book-tax adjustments and supporting schedules Review less complex book-tax adjustments, supporting workpapers and tax returns for accuracy, completeness, and adherence to established procedures and controls Support timely and accurate filing of corporate income tax returns by tracking deliverables, managing dependencies, and escalating issues appropriately Research routine-to-moderately complex tax issues, summarize findings, and draft written analysis and conclusions in alignment with compliance and risk management expectations Collect, organize, and provide data and workpapers in response to federal and state income tax audits; ensure responses are complete, accurate, and timely Acquire, validate, transform, and reconcile tax-relevant data from multiple sources Perform account analysis and support return-to-provision and/or return-to-ledger reconciliations; investigate variances and document conclusions in audit-ready workpapers Use advanced Excel capabilities and approved analytics tools to transform and analyze data, identify anomalies, and support tax calculations Contribute to practical process improvements and leverage basic workflow automation concepts or standardized data pipelines, where available, to improve efficiency and consistency in recurring tax processes Requirements 2+ years of Corporate Tax experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Working knowledge of data analytics concepts and their application to tax compliance and reporting processes Advanced Microsoft Excel proficiency, including PivotTables, Power Query, complex formulas, and data validation techniques Ability to perform data reconciliations, trend analysis, and variance analysis to support tax filings and audits Familiarity with tax-relevant data sources such as general ledger data, trial balances, fixed asset data, and transaction-level detail Strong attention to data accuracy, integrity, and documentation, including maintaining audit-ready workpapers Hands‑on experience with Alteryx or similar data transformation tools Active Certified Public Accountant (CPA) and/or Master’s degree in Taxation or Accounting Experience preparing U.S. federal and state corporate income tax returns (including consolidated and unitary returns) Banking/financial services income tax experience and understanding of U.S. GAAP principles in a financial services environment Proficiency with Oracle General Ledger, and corporate income tax compliance software Strong verbal and written communication skills; ability to work effectively with remote team members and management Self‑starter with strong analytical, tax technical, and research skills Experience supporting tax process improvements, system implementations, or workflow/document management tools used in tax processes Familiarity with Power BI, Tableau, or similar visualization tools for reporting and analysis Exposure to SQL and/or Python for data extraction, transformation, or analytics #J-18808-Ljbffr