Tax Analyst 2

About the role

Under moderate supervision, the Tax Analyst II applies and develops knowledge of tax and accounting principles for income taxes, preparing federal and state income tax returns, quarterly estimated tax payments, monthly tax provisions, and associated supporting work papers.

Responsibilities

• Participate as a member of the compliance team to prepare intermediate-level federal and state income tax returns (50-60%).
• Assist with preparing intermediate-level United States monthly tax provisions, including associated tax account roll-forward schedules and other tax accounting procedures (25-30%).
• Assist in the preparation of intermediate-level quarterly federal and state income tax estimated payments (5-10%).
• Provide technical input to assist in development of project planning (0-5%).
• Research fundamental tax questions as needed (0-5%).
• Communicate with internal and external stakeholders, including Federal and State tax authorities and outside consultants (0-5%).
• Perform additional responsibilities as requested or assigned (0-5%).

Performance expectations include meeting all outlined performance and behavior expectations, achieving desired results with high quality and professionalism, maintaining positive work relationships, demonstrating required competencies, and adhering to company policies and procedures.

Requirements

• Bachelor’s degree in accounting or finance; advanced degree preferred.
• Two or more years of related work experience, with at least one year of relevant tax experience.

Skills

• Working knowledge of tax law and procedures, tax research skills, and familiarity with various tax returns and schedules.
• Intermediate accounting and financial statement knowledge.
• Intermediate proficiency in Microsoft Word and Excel, including advanced formulas, functions, data, and pivot tables.
• Excellent oral and written communication skills.
• Ability to maintain sensitive and confidential company information.
• Effective interpersonal, organizational, analytical, and critical thinking skills.
• Aptitude to learn tax preparation software.
• Ability to prioritize and manage multiple tasks and projects concurrently.

Schedule

Extended work hours will be required during the tax compliance filing process or other critical times.

Benefits

• Medical, dental, and vision insurance.
• Health Savings Account (HSA).
• Life insurance.
• Paid Vacation (PTO).
• 401(k) with employer match.
• Flexible Spending Account (FSA).
• Employee Assistance Program (EAP).