Senior Tax Analyst

Beeline; Jacksonville (FL); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading tax compliance firm is seeking a Sr. Tax Analyst to ensure compliance with sales and use tax regulations. The role involves preparing multi-state tax returns, liaising with tax advisors, and supporting audits. Ideal candidates have at least 3 years of relevant experience, a Bachelor's in Accounting or Finance, and proficiency with tax software. Strong analytical skills and effective communication abilities are essential. This position offers a collaborative work environment in Jacksonville, Florida.

Qualifications

• Minimum of 3 years of relevant tax experience, specifically in Sales & Use tax compliance.
• Exposure to federal and state income tax is required.

Responsibilities

• Prepare and file multi-state sales and use tax returns.
• Liaise with external tax advisors for accurate reporting.
• Assist with federal and state tax audits.
• Collaborate with internal departments on tax inquiries.
• Implement process improvements within tax operations.

Skills

Proficiency in Microsoft Excel

Strong analytical skills

Problem-solving skills

Attention to detail

Effective communication skills

Education

Bachelor's degree in Accounting, Finance, or related field

Master's degree or CPA certification

Tools

Vertex

NetSuite

SAP

Job description

Position Purpose

The Sr. Tax Analyst will play a key role in managing and ensuring the company's compliance with all sales and use (S&U), federal, and state tax regulations. This position involves the timely and accurate preparation of S&U taxes, annual reports, review of various tax filings, assisting with tax planning initiatives, supporting tax audits, and conducting research on complex tax issues. The ideal candidate is detail-oriented, a proactive self-starter, and capable of collaborating with various internal departments.

Responsibilities

Tax Compliance & Reporting

• Prepare and file multi-state S&U tax returns, annual reports, review federal and state income tax returns prepared by external consultants, extensions, and estimated payments on a quarterly, and annual basis.
• Liaison with external tax advisors to provide accounting records, of various business units to ensure complete and accurate reporting.
• Perform quarterly reconciliations of all tax-related general ledger accounts.
• Assist with non-US jurisdictions and manage the Consolidated tax calendar to ensure all deliverables are being met in a timely and efficient manner.
• Assist the VP of tax to review YE tax provision, prepare provision to return reconciliation in accordance with ASC 740.
• Support the VP of tax in forecasting income tax expense, specifically current expense for the Forecasting process.

Audit & Support

• Gather necessary documentation and provide support any federal, state, and local, Sales and Use tax audits.
• Respond to and resolve notices and inquiries from various taxing jurisdictions in a timely manner.
• Assist in the management of exemption certificates, including the collection, validation, and retention process.

Process Improvement & Collaboration

• Collaborate with internal departments (e.g., Accounts Payable, Accounts Receivable, Finance, Legal) to address tax-related inquiries and ensure accurate processing of transactions.
• Identify and implement process improvements and leverage tax software (e.g., Vertex, NetSuite, Avalara) to streamline tax operations and increase efficiency.
• Assist the Tax Manager with special projects and other multifunctional duties as needed.

Requirements

• Education: Bachelor's degree in Accounting, Finance, or a related field (Master's degree or CPA certification is a plus).
• Experience: Minimum of 3 years of relevant tax experience, with specific experience in Sales & Use tax compliance and exposure to federal and state income tax.

Desired Competencies

• Proficiency in Microsoft Excel.
• Experience with major ERP systems (e.g., SAP) and tax compliance software (e.g., Vertex, Net Suite, OneSource) is highly desirable.

Soft Skills

• Strong analytical, problem-solving, and critical thinking skills.
• Excellent attention to detail and organizational skills.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Effective written and verbal communication skills.

Equal Opportunity Employer Minorities/Women/Veterans/Disabled

This list of "Requirements and Responsibilities" is not intended to be limiting. The Company reserves the right to revise this job description based on the actual job requirements as varied from time to time.