Income Tax Analyst

Position Overview

Job Description

About the Role

The Income Tax Analyst supports the Company's federal, state, and local income tax compliance processes for a complex pass-through structure consisting primarily of an S Corporation, Partnerships, and Single member LLCs. This role works closely with the Income Tax Manager, internal business partners, and external tax advisors to ensure timely and accurate tax filings and compliance.

Responsibilities

• Prepare and maintain federal, state, and local income tax compliance work papers.
• Gather and organize financial and operational data required for income tax estimated payments and return preparation.
• Cook up information requests with Accounting, Finance, Payroll, Treasury, Legal, Human Resources, and other business departments.
• Aid in the preparation of tax information provided to external tax advisors.
• Review tax return drafts for completeness, consistency, and accuracy.
• Reconcile tax return information to financial records and supporting schedules.
• Aid in the preparation and review of Schedule K-1 information.
• Maintain compliance calendars and monitor filing deadlines.
• Prepare business licenses and gross receipt filings.
• Assist with the preparation and calculation of quarterly and annual income tax provisions.
• Support the calculation and tracking of state tax apportionment data.
• Prepare account reconciliations related to income taxes.
• Aid in deferred tax analyses as assigned.
• Support tax account maintenance and documentation.
• Assist with tax research related to federal and state tax issues.
• Analyze tax data and identify discrepancies requiring further investigation.
• Prepare schedules and summaries to support tax planning initiatives and special projects.
• Support implementation of tax process improvements and automation initiatives.
• Assist with gathering documentation for federal and state tax audits.
• Support responses to tax notices and information requests from taxing authorities.
• Maintain audit and notice tracking logs.
• Participate in special projects and strategic initiatives within the Tax Department.
• Support continuous improvement efforts related to compliance processes and internal controls.

Requirements

• Education: Bachelor's degree in Accounting, Taxation, Finance, or related field required.
• Experience: 0-2 years of accounting, tax, or related experience.
• Technical Skills: Strong understanding of accounting principles and financial statements; basic knowledge of federal and state income tax concepts; advanced proficiency in Microsoft Excel, including formulas, lookups, and data analysis; experience with tax compliance software and ERP systems is a plus; ability to work with large datasets and multiple information sources.

Qualifications

• Strong analytical and problem-solving skills.
• Excellent organizational skills and attention to detail.
• Ability to manage multiple priorities and meet deadlines.
• Strong written and verbal communication skills.
• Ability to work collaboratively across departments and levels of the organization.
• Demonstrated initiative and willingness to learn.
• Ability to maintain confidentiality and exercise professional judgment.