Senior Tax Analyst – Sales & Use Tax

Forgent Power Solutions, Inc.; Oak Brook (IL); Presencial; USD 110.000 - 140.000; Jornada completa

Descripción de la vacante

Forgent Power Solutions, Inc. is seeking a Senior Tax Analyst to own and build out its SALT function, including sales & use tax, state income and franchise tax exposure, and income tax provision support.

You will lead indirect tax compliance for a multi-entity manufacturing platform and collaborate with finance, legal, and operations in a lean environment. The ideal candidate has 4–6 years of tax experience with a focus on SALT, strong multi-state tax knowledge, and comfort taking ownership in a

Formación

• Bachelor's degree in Accounting, Finance, or related field required.
• 4-6 years of tax experience with a focus on sales and use tax and/or state and local tax.
• Multi-state sales and use tax compliance experience required, including return preparation, exemption certificate management, and nexus analysis.
• Experience with audits, notices, and/or voluntary disclosure agreements a plus.
• Public accounting experience (regional firm or Big 4) and/or industry experience both welcomed.
• Proficiency with tax compliance software; hands-on experience with Avalara, or similar indirect tax platforms strongly preferred.
• Familiarity with state income and franchise tax concepts; working knowledge of ASC 740 a plus.

Responsabilidades

• Manage end-to-end sales and use tax compliance cycle across all applicable jurisdictions, including preparation, filing, and reconciliation of returns across multiple entities.
• Maintain exemption and resale certificate documentation and manage ongoing outreach to customers and vendors.
• Research and document sales and use tax positions arising from manufacturing activities, equipment and materials purchases, and customer transactions, including manufacturing and other exemptions.
• Perform nexus analyses, including economic nexus, as the business expands, and support new state registrations.
• Support voluntary disclosure agreements and multi-state remediation efforts.
• Assist in responding to sales and use tax audits and notices from state and local taxing authorities.
• Monitor state and local tax law changes and assess their impact on the business.
• Support state income and franchise tax compliance, including apportionment, workpaper preparation, and coordination with external preparers.
• Assist with state notices, registrations, and annual report and entity-level filings.
• Support federal income tax compliance and coordination with external preparers.
• Assist with the state components of the quarterly and annual income tax provision under ASC 740, including state deferred taxes, rate reconciliation, and tax-related SEC disclosure support.
• Respond to internal tax inquiries from finance, legal, sales, and operations.
• Support tax due diligence and special projects as directed by the Director of Tax.
• Help build and maintain internal tax processes, compliance calendars, and workpaper standards as the tax function continues to develop.

Educación

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

CPA preferred

Herramientas

Avalara

Descripción del empleo

Description

Forgent Power is seeking a Senior Tax Analyst to own and build out its sales and use tax and broader state and local tax (SALT) function. Reporting directly to the Director of Tax, this role is the day-to-day lead for indirect tax compliance across a multi-entity manufacturing platform, with additional exposure to state income and franchise tax and to income tax reporting for a public company. The ideal candidate is technically strong in multi-state sales and use tax, eager to learn, and comfortable operating in a lean environment where initiative and ownership matter.

Job Type

Full-time

Responsibilities

Sales & Use Tax

• Manage the end-to-end sales and use tax compliance cycle across all applicable jurisdictions, including preparation, filing, and reconciliation of returns across multiple entities
• Maintain exemption and resale certificate documentation and manage ongoing outreach to customers and vendors
• Research and document sales and use tax positions arising from manufacturing activities, equipment and materials purchases, and customer transactions, including manufacturing and other exemptions
• Perform nexus analyses, including economic nexus, as the business expands, and support new state registrations
• Support voluntary disclosure agreements and multi-state remediation efforts
• Assist in responding to sales and use tax audits and notices from state and local taxing authorities
• Monitor state and local tax law changes and assess their impact on the business

State Income & Franchise Tax

• Support state income and franchise tax compliance, including apportionment, workpaper preparation, and coordination with external preparers
• Assist with state notices, registrations, and annual report and entity-level filings

Income Tax & Provision Support

• Support federal income tax compliance and coordination with external preparers
• Assist with the state components of the quarterly and annual income tax provision under ASC 740, including state deferred taxes, rate reconciliation, and tax-related SEC disclosure support

Cross-Functional & General

• Respond to internal tax inquiries from finance, legal, sales, and operations
• Support tax due diligence and special projects as directed by the Director of Tax
• Help build and maintain internal tax processes, compliance calendars, and workpaper standards as the tax function continues to develop

Qualifications

• Bachelor's degree in Accounting, Finance, or related field required
• CPA preferred
• 4-6 years of tax experience with a focus on sales and use tax and/or state and local tax
• Multi-state sales and use tax compliance experience required, including return preparation, exemption certificate management, and nexus analysis
• Experience with audits, notices, and/or voluntary disclosure agreements a plus
• Public accounting experience (regional firm or Big 4) and/or industry experience both welcomed
• Proficiency with tax compliance software; hands-on experience with Avalara, or similar indirect tax platforms strongly preferred
• Familiarity with state income and franchise tax concepts; working knowledge of ASC 740 a plus
• Strong attention to detail and ability to manage multiple deadlines independently
• Comfortable operating in a lean, build-as-you-go environment. This role requires initiative, not just execution