Tax Analyst

TAX ANALYST

JOB SUMMARY

The Tax Analyst will support the tax and accounting team with tax compliance, research, reporting, data analysis, and administrative activities. The role helps ensure accurate tax calculations, timely filings, proper documentation, and compliance with applicable tax laws and regulations.

KEY RESPONSIBILITIES

1. Tax Compliance & Reporting

• Assist with the preparation and filing of federal, state, and local tax returns.
• Gather and review financial information and supporting documentation for tax filings.
• Monitor tax filing deadlines and assist with ensuring timely compliance.

2. Tax Research & Analysis

• Research tax laws, regulations, and guidance relevant to the organization.
• Analyze financial and tax data to support tax calculations and reporting.
• Assist with identifying tax issues, discrepancies, and potential compliance risks.

3. Tax Records & Reconciliation

• Maintain accurate tax records, schedules, and supporting documentation.
• Assist with reconciling tax accounts and reviewing tax-related transactions.
• Support the preparation of tax provisions, accruals, and related accounting entries.

4. Audit & Compliance Support

• Assist with tax audits and responses to information requests from tax authorities.
• Gather documents and information required for audits, reviews, and compliance activities.
• Maintain organized records to support tax filings and regulatory requirements.

5. Reporting & Administration

• Assist with preparing tax reports, schedules, and management summaries.
• Maintain tax calendars and track filing and payment deadlines.
• Support the Tax Manager with research, projects, and other tax-related assignments.

KEY PERFORMANCE INDICATORS (KPIs)

• Accuracy and timeliness of tax calculations and reports.
• Timely completion of tax filings and compliance activities.
• Accuracy and completeness of tax records and reconciliations.
• Timely resolution of tax discrepancies and information requests.
• Successful completion of assigned tax research and analysis.
• Proper maintenance of tax documentation and records.

QUALIFICATIONS

• Bachelor’s degree in Accounting, Finance, Taxation, Business Administration, or a related field.
• 1–3 years of tax, accounting, finance, or related analytical experience preferred.
• Basic knowledge of federal, state, and local tax principles and regulations.
• Familiarity with accounting software and Microsoft Office, particularly Excel.
• Strong analytical, numerical, organizational, and attention-to-detail skills.

ROLE EXPECTATIONS

• Complete tax-related tasks accurately and within established deadlines.
• Maintain organized and confidential tax records and documentation.
• Demonstrate strong analytical and problem-solving abilities.
• Stay informed about relevant tax laws, regulations, and compliance requirements.
• Communicate effectively with the Tax and Finance teams.
• Support the Tax Manager in maintaining accurate and compliant tax operations.