Tax Analyst

Responsibilities

• Gather and investigate corporate income tax data from SAP and accurately compile information into Excel spreadsheets for use by tax consultants, following established work instructions.
• Review, reconcile, and file Wisconsin sales and use tax returns in a timely and accurate manner.
• Collect and organize data from SAP to support Canada tax return preparation, including treaty-based returns, and structure the information clearly in Excel.
• Calculate US and Canada company profit splits for tax purposes by pulling data from SAP, entering results into Excel spreadsheets, and proposing adjustments as needed based on analysis.
• Afford assistance with internal sales and use tax audits by pulling invoices, organizing supporting documentation, and investigating questions raised by consultants.
• Respond to ad hoc tax-related requests, including state tax notices and departmental requests for tax assistance, ensuring clear documentation and follow-up.
• Follow detailed work instructions and internal procedures to ensure consistency, accuracy, and compliance across all tax processes.
• Collaborate with tax consultants and internal stakeholders to clarify data requirements, resolve discrepancies, and improve the quality of tax-related information.

Requirements

• Proficiency in gathering and investigating tax-related data in SAP and translating it into structured Excel spreadsheets.
• Strong ability to follow detailed work instructions and standardized tax processes.
• Experience reviewing, reconciling, and filing sales and use tax returns, including Wisconsin sales and use tax.
• Capability to gather information from SAP and organize it in Excel for completing tax returns, including Canada treaty-based returns.
• Skill in pulling data from SAP, entering it into Excel spreadsheets, and proposing adjustments based on analytical findings.
• Experience pulling invoices and investigating questions from tax consultants during internal sales and use tax audits.
• Ability to respond effectively to state tax notices and to requests from departments for tax assistance.

Qualifications

• Accounting degree or equivalent formal education in accounting.
• About 3 years of experience with corporate tax.
• Understanding of financial statements and how they relate to tax calculations and reporting.

Skills

• Public tax experience is a strong fit for this role.
• Interest in gaining broader experience in tax and developing deeper expertise in corporate tax processes.
• Comfort working with both US and Canada tax concepts, including profit splits and treaty-based returns.
• Strong attention to detail and accuracy when handling large volumes of financial and tax data.
• Effective communication skills to interact with tax consultants and internal departments.
• Ability to work independently while managing multiple tax tasks and ad hoc requests.