Tax Senior Analyst

Socket.dev; San Francisco (CA); On-site; USD 99,000 - 164,000; Full time

Job summary

Salesforce in San Francisco is seeking a Tax Analyst to support the foreign tax provision process, preparing and maintaining workpapers across multiple entities. Strong Excel skills and attention to detail are essential; exposure to Tableau, Workday, and AI tools is a plus.

You will roll over provision workbooks, add new entities, prepare Uncertain Tax Position papers, and collaborate with tax and accounting teams to ensure timely close.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 1–3 years of experience in tax, accounting, or a related analytical role (foreign tax provision experience a plus).
• Strong proficiency in Excel required (advanced formulas, pivot tables, workbook linking).
• Familiarity with Tableau and/or Workday a plus, not required.
• Strong organizational skills and ability to manage recurring workpaper cycles with accuracy.
• Ability to work cross-functionally and manage multiple entities/deadlines simultaneously.

Responsibilities

• Assist in the preparation of the foreign tax provision, including quarterly and annual computations
• Roll over provision workbooks period-over-period, ensuring accuracy and consistency across cycles
• Add new legal entities to the provision workpaper as the entity structure evolves
• Prepare Uncertain Tax Position (UTP) workpapers, including documentation supporting tax positions
• Prepare tax account rollforward workpapers, reconciling beginning and ending balances across periods
• Prepare purchase accounting workpapers, and support in integration assessment
• Use Tableau and Workday as needed to support data preparation and reconciliation (training provided)
• Collaborate with broader tax and accounting teams to ensure timely, accurate provision close

Skills

Excel proficiency

Cross-functional collaboration

Attention to detail

Strong organizational skills

Analytical mindset

Communication skills

Education

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

Tools

Tableau

Workday

Job description

Job Category

Finance

Job Details

About Salesforce

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.

Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.

The Opportunity

The Tax Analyst will support the foreign tax provision process, working closely with the tax team to prepare, maintain, and roll forward key provision workpapers. This role requires strong Excel skills, along with attention to detail and comfort managing recurring, structured deliverables across multiple entities. Exposure to Tableau, Workday, and AI tools is a plus but not required.

What You'll Actually Be Doing

• Assist in the preparation of the foreign tax provision, including quarterly and annual computations
• Roll over provision workbooks period-over-period, ensuring accuracy and consistency across cycles
• Add new legal entities to the provision workpaper as the entity structure evolves
• Prepare Uncertain Tax Position (UTP) workpapers, including documentation supporting tax positions
• Prepare tax account rollforward workpapers, reconciling beginning and ending balances across periods
• Prepare purchase accounting workpapers, and support in integration assessment
• Use Tableau and Workday as needed to support data preparation and reconciliation (training provided)
• Collaborate with broader tax and accounting teams to ensure timely, accurate provision close

You're Our Person If...

• Bachelor's degree in Accounting, Finance, or related field
• 1–3 years of experience in tax, accounting, or a related analytical role (foreign tax provision experience a plus)
• Strong proficiency in Excel required (advanced formulas, pivot tables, workbook linking)
• Familiarity with Tableau and/or Workday a plus, not required
• Strong organizational skills and ability to manage recurring workpaper cycles with accuracy
• Ability to work cross-functionally and manage multiple entities/deadlines simultaneously

We have a public-facing website https://salesforcebenefits.com/ that explains our various benefits, including medical, dental, 401k, ESPP, generous parental leave, adoption assistance, fertility benefits, and more. Visit for the full breakdown!

Unleash Your Potential

When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love.

Accommodations

If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form.

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Posting Statement

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.

In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com. Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records.At Salesforce, we believe in equitable compensation practices that reflect the dynamic nature of labor markets across various regions.The typical base salary range for this position is $99,400 - $150,300 annually. In select cities within the San Francisco and New York City metropolitan area, the base salary range for this role is $118,900 - $163,500 annually.The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.