Lead Senior Tax Analyst

Walgreens Co.; Deerfield (IL); On-site; USD 110,000 - 150,000; Full time

Job summary

Walgreens is seeking a Lead Senior Tax Analyst – Credits & Incentives to identify, analyze, and manage federal, state, and local tax credit opportunities. You will partner with cross-functional teams to drive value creation through tax savings while ensuring compliance with program requirements.

The ideal candidate combines strong technical tax knowledge with analytical skills and the ability to translate business activity into actionable tax strategies. Travel up to 10% may be required.

Qualifications

• Bachelor’s degree or higher with relevant tax/finance experience.
• 2+ years with public accounting or corporate tax.
• 2+ years with technical tax laws/regulations interpretation.
• Data analysis experience to identify issues and drive improvements.
• Proficient MS Word/Excel/PowerPoint for reporting and analyses.

Responsibilities

• Identify and communicate tax savings opportunities to management and stakeholders.
• Research and apply new tax laws and incentives; attend industry conferences.
• Participate in division-wide projects and process improvements.
• Collaborate with other tax functions to implement optimal solutions.
• Build partnerships with business units to enable value creation activities.
• Mentor junior analysts and lead staff on tax processes and projects.

Skills

Analytical thinking

Data interpretation

Stakeholder communication

Education

Bachelor’s degree

High School Diploma/GED + 4+ years experience

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

The Lead Senior Tax Analyst – Credits & Incentives (C&I) is responsible for identifying, analyzing, and managing federal, state, and local tax credit and incentive opportunities that support the company’s strategic investments and operations. This role partners cross-functionally to drive value creation through tax savings, while ensuring compliance with all program requirements.

The ideal candidate combines strong technical tax knowledge with analytical capabilities and the ability to translate business activity into actionable tax strategies.

Job Responsibilities:

• Identifies, recommends, and communicates tax savings opportunities to management and key stakeholders through presentations and periodic reporting.
• Provides advanced knowledge of new and existing tax methodologies by researching new law and attending conferences and seminars in the tax industry.
• Participates in divisional and company-wide projects and programs to develop engagement for division-wide and company-wide initiatives.
• Participates in projects and process improvements for the department.
• Collaborates with other tax functions to implement optimal tax solutions.
• Develops relationships with business units to serve as a partner in the business unit’s processes for value creation activities.
• May coach and mentor more junior analysts. Leads and trains staff members on new and existing tax processes and value creation projects.

Basic Qualifications:

• Bachelor’s degree and at least 2 years of experience with public accounting, corporate tax and/or accounting at a firm, State department of revenue or company OR a High School Diploma/GED and at least 4 years of experience with public accounting, corporate tax and/or accounting at a firm, State department of revenue or company.
• At least 2 years of experience with technical tax laws, regulations and interpreting tax laws.
• At least 2 years of experience with analyzing and reporting data in order to identify issues, trends, or exceptions to drive improvement of results and find solutions.
• Intermediate level skill in Microsoft Word (for example: inserting headers, page breaks, page numbers and tables and/or adjusting table columns).
• Intermediate level skill in Microsoft Excel (for example: using SUM function, setting borders, setting column width, inserting charts, using text wrap, sorting, setting headers and footers and/or print scaling).
• Intermediate level skill in Microsoft PowerPoint (for example: applying a theme, formatting character spacing, inserting a picture, changing slide layout and theme colors, adding transitions, customizing slide numbers, changing chart style and/or formatting font).
• Willing to travel up to 10% of the time for business purposes (within state and out of state).

Preferred Qualifications:

• Bachelor’s degree in accounting, Finance, or related field.
• Two to three years of experience in tax, with a focus on credits & incentives, state and local tax (SALT), or related areas.
• Strong understanding of tax credit and incentive programs, including compliance and documentation requirements
• Experience modeling financial impacts and performing data analysis
• Experience with project management (for example: planning, organizing, and managing resources to bring about the successful completion of specific project goals and objectives).

About Walgreens

Founded in 1901, Walgreens (www.walgreens.com) proudly serves nearly 9 million customers and patients each day across its approximately 8,500 stores throughout the U.S. and Puerto Rico. Walgreens has approximately 220,000 team members, including nearly 90,000 healthcare service providers, and is committed to being the first choice for pharmacy, retail and health services, building trusted relationships that create healthier futures for customers, patients, team members and communities.