Tax Analyst

• 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

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

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement