Tax Analyst

About the Role

We are seeking a detail-oriented Tax Analyst to support tax-related reporting, research, compliance, and financial analysis. The successful candidate will assist with preparing tax information, reviewing financial records, researching applicable tax requirements, and supporting the organization's tax processes. This position is well suited for an analytical professional who enjoys working with financial data, has strong attention to detail, and is interested in developing expertise in corporate and tax-related matters.

Key Responsibilities

• Assist with preparation and review of federal, state, and local tax information.
• Collect, organize, and analyze financial data used for tax reporting.
• Support preparation of tax returns, schedules, workpapers, and related documentation.
• Review financial records for accuracy and completeness.
• Research tax regulations, requirements, and applicable accounting guidance.
• Assist with tax compliance activities and reporting deadlines.
• Reconcile tax-related accounts and investigate discrepancies.
• Maintain accurate tax records, files, and supporting documentation.
• Assist with sales, income, payroll, property, or other applicable tax matters.
• Prepare financial and tax-related reports for internal review.
• Support audits and respond to requests for tax documentation.
• Monitor changes in tax regulations and communicate relevant updates to the team.
• Work with accounting and finance teams to resolve tax-related issues.
• Use spreadsheets and financial systems to analyze and organize data.
• Help identify potential tax reporting discrepancies or process improvements.
• Maintain confidentiality of financial and tax information.
• Perform other tax and accounting analysis as assigned.

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, Business, or a related field preferred.
• 0–2 years of experience in tax, accounting, finance, or a related field.
• Basic understanding of U.S. federal and state tax concepts.
• Strong analytical and numerical skills.
• Proficiency with Microsoft Excel or similar spreadsheet software.
• Strong attention to detail and organizational skills.
• Ability to analyze financial information accurately.
• Good written and verbal communication skills.
• Ability to manage multiple tasks and meet deadlines.
• Strong problem-solving and research skills.
• Ability to handle confidential financial information professionally.
• Must be legally authorized to work in the United States.

Preferred Qualifications

• Internship or academic experience in tax or accounting.
• Familiarity with tax preparation or accounting software.
• Experience with ERP or financial management systems.
• Knowledge of GAAP and basic accounting principles.
• Progress toward CPA certification is a plus.
• Familiarity with federal and state tax research tools.
• Advanced Excel skills, including formulas, pivot tables, and data analysis.