Tax Analyst

POSITION SUMMARY

The Tax Analyst I supports tax compliance, reporting, and related financial processes. This position assists with gathering and analyzing tax data, preparing workpapers, supporting accurate and timely filings, and maintaining clear documentation. The analyst works with the tax team, internal business partners, and external service providers to help the organization meet tax requirements and maintain audit-ready records.

ESSENTIAL FUNCTIONS

• Assist with federal, state, and local tax compliance requirements.
• Prepare schedules, workpapers, account reconciliations, and supporting documentation for tax returns and filings.
• Coordinate with internal teams and external service providers to gather complete and accurate tax information.
• Support sales tax, property tax, income tax, and other assigned tax compliance activities.
• Assist with tax account reconciliations, tax calculations, and supporting schedules used in the financial reporting process.
• Research and explain differences in tax data, account balances, and supporting records.
• Maintain organized, complete, and audit-ready tax files and workpapers.
• Follow established review procedures, internal controls, and documentation standards.
• Respond to information requests from internal teams, external service providers, auditors, and government agencies under manager guidance.
• Communicate questions, missing information, risks, and filing issues promptly to the Tax Manager.
• Identify opportunities to improve tax processes, data quality, templates, and documentation.
• Stay informed about tax requirements that affect assigned responsibilities and apply updates with manager guidance.
• The Tax Analyst I will uphold the mission, vision, and values of the organization and work in a people-centered, service excellence-focused, and results-oriented manner.

NOTE: The essential functions are intended to describe the general content and requirements of this position and are not intended to be an exhaustive statement of duties. Specific tasks or responsibilities will be documented as outlined by the immediate manager.

MINIMUM QUALIFICATIONS

• Bachelor degree in Accounting, Finance, Tax, or a related field.
• 3+ of tax and related experience. Relevant internship experience may be considered.
• Working knowledge of Microsoft Excel and the ability to analyze and organize financial data.

PREFERRED QUALIFICATIONS

• Basic knowledge of federal, state, and local tax concepts and a willingness to stay informed about changes.
• Strong analytical, research, and problem-solving skills.
• Clear written and verbal communication skills and the ability to work effectively with internal and external partners.
• Experience preparing account reconciliations, tax workpapers, or financial schedules.
• Detail-oriented with a commitment to accuracy, documentation, and timely completion of work.
• Experience with enterprise resource planning systems, tax software, or data analysis tools is preferred. Additional related education or experience is also preferred.

PHYSICAL DEMANDS/ENVIRONMENT FACTORS

OE - Typical Office Environment: (Accountant, Administrative Assistant, Consultant, Program Manager)

• Requires extensive sitting with periodic standing and walking.
• May be required to lift up to 20 pounds.
• Requires significant use of personal computer, phone and general office equipment.
• Needs adequate visual acuity, ability to grasp and handle objects.
• Needs ability to communicate effectively through reading, writing, and speaking in person or on telephone.
• May require off-site travel.

SUPERVISORY RESPONSIBILITIES

• None

DIRECTLY REPORTING

• Reports to the Manager, Tax and Compliance

TYPE OF SUPERVISORY RESPONSIBILITIES

• N/A. This position does not have direct supervisory responsibilities.

SCOPE AND COMPLEXITY

• The Tax Analyst I performs recurring tax compliance and reporting activities under general supervision. The role requires attention to detail, sound judgment, effective organization, and the ability to manage multiple deadlines. The analyst applies established tax guidance and procedures, identifies unusual items, and escalates complex or higher-risk matters to the Tax Manager.