Tax Analyst

Advisor Group Inc.; Scottsdale (AZ); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time off

Volunteer days

Job summary

Osaic in Scottsdale, AZ seeks an Income Tax Analyst to support compliance, provision, and other tax reporting needs under the Director of Tax. The role involves preparing returns and assisting with tax estimates and research.

Requirements include 1–3 years in corporate tax, a Bachelor’s in Accounting, strong Excel skills, and knowledge of federal/state tax laws; CPA/Masters are a plus; OneSource is a plus.

Qualifications

• Bachelor’s Degree in Accounting; Masters of Tax/CPA-licensure a plus.
• 1–3 years of corporate tax experience in public accounting or industry.
• Knowledge of federal and state corporate income tax laws.
• Experience with tax compliance and provision software.

Responsibilities

• Prepare workpapers and consolidated federal & state corporate income tax returns.
• Identify opportunities to minimize income tax liability.
• Assist with monthly, quarterly, and year-end tax provision calculations and entries.
• Assist with quarterly estimated tax payments.
• Assist with non-income tax returns such as excise, sales/use, gross receipts, etc.
• Perform tax research and document tax positions.
• Assist with income tax audits and notices as needed.

Skills

Corporate tax knowledge

Tax research

Problem solving

Communication skills

Education

Bachelor’s Degree in Accounting

Masters of Tax / CPA-licensed

Tools

OneSource Income Tax

Microsoft Office

Job description

Osaic seeks a self‑driven and motivated professional to join the tax team in Scottsdale, AZ. Reporting to the Director of Tax, the Income Tax Analyst will provide income tax support for compliance, provision, and other tax reporting needs.

Salary: $70,000 - $100,000 per year + annual bonus. Additional benefits include health, vision, dental insurance, 401k, paid time off, volunteer days, and more.

Location

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

Education Requirements

Bachelor’s Degree in Accounting; Masters of Tax and/or CPA-licensed is a plus.

Responsibilities

• Prepare workpapers and consolidated federal & state corporate income tax returns
• Identify opportunities to minimize income tax liability
• Assist with the preparation of the monthly, quarterly, and year‑end income tax provision calculations and associated journal entries, as well as supporting memos
• Assist with the preparation of quarterly estimated tax payments
• Assist with the preparation of the company’s non‑income tax returns, such as excise, sales/use, gross receipts, etc.
• Perform tax research and document tax positions
• Assists with income tax audits, notices, and other ad‑hoc tax matters as the need arises

Basic Requirements

• 1‑3 years of corporate tax experience, including consolidated groups and multi‑state activities, in public accounting and/or industry
• Demonstrated ability to work and solve/research problems independently and collaboratively in a team environment
• Knowledge of federal and state corporate income tax laws
• Knowledge of tax compliance and provision software (OneSource Income Tax is a plus)
• Intermediate skill in Microsoft applications (Excel, Word, Outlook, etc.)
• Ability to communicate clearly and concisely, both verbally and written, with internal and external parties
• Ability to plan, prioritize, and execute a high volume of tasks