About this role
This senior role supports all aspects of state and local income tax, including returns, extensions, estimated payments, controversy assistance, and tax planning. The analyst also helps validate ERP-sourced data and improve tax compliance processes through automation and technology solutions.
Key Responsibilities
- Prepare state and local income tax returns and work papers for corporations and partnerships
- Prepare extensions and quarterly income tax estimates
- Perform tax research on filing positions and legislative changes
- Assist with quarterly and year-end tax provision calculations and state current and deferred tax analysis
- Support audits and participate in state and local tax planning initiatives including entity restructuring and M&A
Technical Overview
You will perform state and local tax research and compliance using income tax return software, advanced Excel (advanced formulas, pivot tables, data validation), and tax research platforms such as RIA Checkpoint and CCH IntelliConnect. The work includes apportionment, nexus analysis, combined/consolidated filing methodologies, and current/deferred tax provision calculations, leveraging Oracle or other financial accounting systems and ERP-sourced data.
Ideal Candidate
The ideal candidate is a senior tax professional with 3+ years of state and local corporate tax experience, including return preparation, extensions, estimates, and tax provision support. They have strong technical knowledge of apportionment, nexus, and combined/consolidated filing methodologies, along with advanced Excel skills and experience using income tax return software and tax research platforms such as RIA Checkpoint or CCH IntelliConnect.
Must-Have Skills
3+ years of state and local corporate tax experienceStrong understanding of the state and local income tax compliance processincluding apportionmentnexusand combined/consolidated filing methodologiesStrong Excel skillsincluding advanced formulaspivot tablesdata validationand structured data analysisExperience with income tax return software
Nice-to-Have Skills
Experience with tax research platforms (RIA Checkpoint and/or CCH IntelliConnect)Experience with Oracle or other financial accounting systems
Tools & Platforms
ExcelOracleRIA CheckpointCCH IntelliConnectincome tax return softwareERP-sourced data
Required Skills
state and local income taxstate and local income tax returnsextensionsestimated paymentstax researchincome tax filing positionstax provision calculationsstate and local auditsapportionmentnexuscombined/consolidated filing methodologiesincome tax planningentity restructuringmergers and acquisitionsprocess improvementsautomationExceladvanced formulaspivot tablesdata validationstructured data analysisRIA CheckpointCCH IntelliConnectOracleERP-sourced datatax compliance processes
Hard Skills
state and local income tax returnstax return work papersextensionsestimated paymentsincome tax return work papersquarterly and year-end tax provision calculationsstate and local current and deferred tax analysistax researchincome tax filing positionselectionsmethodslegislative changesstate and local tax auditsapportionmentnexuscombined/consolidated filing methodologiesincome tax planningentity restructuringmergers and acquisitionsregulatory developmentsERP-sourced data analysistax compliance processesdata workflowsautomationstandardization of workpapers and calculationsExceladvanced formulaspivot tablesdata validationstructured data analysisincome tax return softwaretax research platforms (RIA Checkpoint and/or CCH IntelliConnect)Oracle or other financial accounting systemsERP-sourced data used in state income tax returnsapportionment calculationsestimated payments
Soft Skills
Manage multiple priorities in a fast-paced environmentCollaborate with cross-functional teams including financelegaland operationsStrong verbal and written communicationInterpersonal skillsMultitask in a deadline-driven environment
Keywords for Your Resume
Senior AnalystState and Local Taxstate and local income taxincome tax return work papersstate and local income tax returnsextensionsestimated paymentstax controversyincome tax researchtax provision calculationscurrent and deferred tax analysisstate and local tax auditstax planning initiativesentity restructuringmergers and acquisitionsapportionmentnexuscombined/consolidated filing methodologiesincome tax return softwareExceladvanced formulaspivot tablesdata validationstructured data analysisRIA CheckpointCCH IntelliConnectOracleERP-sourced dataprocess improvementstechnology solutionsautomationstandardization of workpapers
Deal Breakers
Bachelor's degree in Accounting, Finance, or a related field, 3+ years of state and local corporate tax experience, Strong understanding of apportionment, nexus, and combined/consolidated filing methodologies
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