Tax Analyst

HRDelivered; United States; On-site; USD 55,000 - 65,000; Full time

Job summary

HRDelivered in the United States is seeking a Tax Analyst to ensure compliance and optimize tax strategies to support clients' financial goals. The role emphasizes payroll tax knowledge and collaboration with internal teams.

Responsibilities include preparing and filing federal/state/local tax returns, conducting tax research, and assisting in tax planning and audits. CPA or EA certification is preferred, with 2+ years of tax experience in a related field.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field; CPA/EA preferred.
• 2+ years of experience in tax compliance, preferably in the PEO industry or a similar field.
• Strong knowledge of federal, state, and local tax regulations, payroll tax laws, and reporting requirements.

Responsibilities

• Prepare and file accurate and timely tax returns, including federal, state, and local payroll taxes, ensuring compliance with regulatory requirements.
• Conduct tax research and analysis to stay abreast of changes in tax laws, regulations, and industry trends, and assess their impact on our clients' businesses.
• Collaborate with internal teams to gather payroll and financial data, reconcile discrepancies, and ensure accurate reporting for tax purposes.
• Assist in the development and implementation of tax planning strategies to minimize tax liabilities and optimize tax efficiency for clients.
• Provide support and guidance to clients on tax-related matters, including tax credits, deductions, and incentives, and address inquiries or concerns promptly and professionally.
• Maintain comprehensive documentation of tax filings, correspondence, and supporting records, ensuring compliance with record-keeping requirements.
• Participate in tax audits and inquiries, liaising with tax authorities and providing necessary documentation and support as required.
• Stay updated on industry best practices and emerging technologies in tax compliance and payroll processing, and recommend process improvements and automation solutions as appropriate.

Skills

Analytical skills

Communication

Multitasking

Education

Bachelor's degree in Accounting/Finance or related field

CPA or EA preferred

Tools

APEX

PrismHR

QuickBooks

Job description

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This range is provided by HRDelivered. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$55,000.00/yr - $65,000.00/yr

HR Delivered is a leading Professional Employer Organization (PEO) dedicated to providing comprehensive HR solutions to businesses across various industries. With a commitment to excellence and innovation, we empower our clients to focus on their core operations while we handle their HR and payroll needs.

We are seeking a highly skilled and motivated Tax Analyst to join our dynamic team in the PEO industry. The Tax Analyst will play a crucial role in ensuring compliance with tax regulations, optimizing tax strategies, and providing valuable insights to support our clients' financial goals.

Responsibilities:

• Prepare and file accurate and timely tax returns, including federal, state, and local payroll taxes, ensuring compliance with regulatory requirements.
• Conduct tax research and analysis to stay abreast of changes in tax laws, regulations, and industry trends, and assess their impact on our clients' businesses.
• Collaborate with internal teams to gather payroll and financial data, reconcile discrepancies, and ensure accurate reporting for tax purposes.
• Assist in the development and implementation of tax planning strategies to minimize tax liabilities and optimize tax efficiency for clients.
• Provide support and guidance to clients on tax-related matters, including tax credits, deductions, and incentives, and address inquiries or concerns promptly and professionally.
• Maintain comprehensive documentation of tax filings, correspondence, and supporting records, ensuring compliance with record-keeping requirements.
• Participate in tax audits and inquiries, liaising with tax authorities and providing necessary documentation and support as required.
• Stay updated on industry best practices and emerging technologies in tax compliance and payroll processing, and recommend process improvements and automation solutions as appropriate.

Qualifications:

• Bachelor's degree in Accounting, Finance, or related field; CPA or Enrolled Agent (EA) certification preferred.
• Minimum of 2 years of experience in tax compliance, preferably in the PEO industry or a similar field.
• Strong knowledge of federal, state, and local tax regulations, payroll tax laws, and reporting requirements.
• Proficiency in tax software and payroll systems, with experience using platforms such as APEX, PrismHR, & Quickbooks.
• Excellent analytical, problem-solving, and organizational skills, with a keen attention to detail.
• Strong communication and interpersonal skills, with the ability to effectively collaborate with internal teams and clients.
• Ability to manage multiple priorities and deadlines in a fast-paced, dynamic environment.
• Commitment to maintaining confidentiality and integrity in handling sensitive financial information.

Job Type:

• Full-time
• $55,000.00 - $65,000.00 per year

Seniority level

Entry level

Employment type

Full-time

Job function

Accounting/Auditing, Finance, and Analyst

Industries

Human Resources Services and Business Consulting and Services