Senior State and Local Tax Analyst
Core
Senior State and Local Tax Analyst ensuring compliance, filing returns, and managing tax planning/controversy for a national bank using AI-enabled workflows.
Role type
Senior IC state and local tax analyst
Builds
AI-enabled automations and workflows for tax compliance and reconciliation
Domain
Financial services / State and local taxation
Required skills
State and local tax technical knowledge, AI tool adoption, data analytics, Python/SQL, Excel, SOX 404 controls, tax provision/accruals, nexus/apportionment analysis
Preferred skills
MS in Tax or CPA, public accounting experience, Workday, Tableau, Snowflake, generative AI tools, restructuring projects
Technologies
Alteryx, Power Automate, Python, SQL, Tableau, Snowflake, ChatGPT, Microsoft Copilot, Claude, UiPath
Responsibilities
Own state & local tax compliance processes and coordinate with external providers; Ensure accurate and timely filing of all state and local returns; Identify, build, and maintain AI-enabled automations and workflows; Review and validate AI-generated outputs for accuracy; Partner with Finance Systems and IT to implement technology tools; Support state tax controversy matters including examinations and audit defense; Assist with tax incentive credit opportunities and planning; Manage state & local tax registrations; Perform or assist with nexus studies and apportionment analysis; Assist with state tax provision and preparation of SALT related accruals and journal entries; Ensure adherence with SOX 404 documentation for tax accounting controls.
Seniority
Senior, hands-on IC
