Analyst, Tax

Analyst, Tax Anaheim, CA Job Details $27.90 - $34.18 an hour 7 hours ago Benefits Wellness program AD&D insurance Paid holidays Health insurance Dental insurance Tuition reimbursement Adoption assistance Parental leave Vision insurance 401(k) matching Employee discount Qualifications Accounting systems Computer operation Microsoft Excel Financial data reconciliation Account analysis Sales tax Bachelor's degree in finance Data analysis skills Corporate tax return preparation Mid-level Finance System maintenance Bachelor's degree Task prioritization Data entry Organizational skills Accounting and finance experience Productivity software Data collection Bachelor's degree in accounting

SAP ERP AI

Financial audit support Accounting Communication skills Full Job Description

JOB SUMMARY

Supports business requests and assists with preparation of data required for corporate tax filings related to sales and use, personal property, income tax, license renewals, and miscellaneous returns/reports. Assists with audits and responses to tax notices. Assists with analysis and preparation of reconciliation of Tax Department's general ledger accounts.

PRINCIPAL DUTIES & RESPONSIBILITIES

Assists with US sales and use and Canadian commodity tax projects. Assists with monthly, quarterly, and annual sales and use tax returns, which includes assisting with collection of data, processing and filing returns, and coordination with outside service provider. Administers exemption certificates, which include issuing requested certificates, maintaining, and collecting customer tax certificates. Updates and maintains timely tax-exempt certificates. Assists with maintenance of Vertex/SAP system, including transitioning into fully utilizing the new system. Provides audit support and responds to notices and related requests. Assists with personal property projects, including collecting required data, processing and filing renditions, paying bills, and responding to other related requests. Assists with audit support and responses to notices and related requests. Collects information required for account analysis of Tax Department's general ledger accounts and coordinates recurring and year-end accounting entries in support of the Accounting Department. Assists with federal, state, and Canadian income tax projects, including collecting data, preparing required data and processing, and processing estimated tax vouchers and returns. Prepares filings of miscellaneous returns and forms, including license renewal and annual reports for various US and Canadian jurisdictions. Performs special projects as assigned. Performs miscellaneous job-related duties as assigned.

ORGANIZATIONAL RELATIONSHIPS

Reports to: Director, Tax

EDUCATION, EXPERIENCE & TRAINING

Bachelor's Degree (Accounting and Finance or related discipline preferred) 2 years or less of experience in Accounting, Finance, or Tax (preferred).

KNOWLEDGE

General knowledge of accounting principles/practices preferred General knowledge of federal and state income and sales and use tax laws and regulations preferred

SKILLS & ABILITIES

Proficiency in Microsoft Office Applications (including Excel and Word) Knowledgeable in using AI (preferred) Proficient in Vertex system (preferred) Proficient in SAP accounting system (preferred) Excellent verbal and written communication skills Strong organizational skills Ability to multi-task and prioritize work assignments

PHYSICAL STANDARDS

The employee must be able to access, enter, retrieve, maintain, and analyze data using a computer. This is primarily a sedentary position in a controlled office environment which requires only occasional reaching, stooping, and lifting of office files, reports, or records (typically weighing five lbs. or less).

PAY SCALE

The pay scale for this position is between $27.90 and $34.18. The actual compensation will be determined based on experience and other factors permitted by law. Exceptional Perks That Go Beyond the Basics Join a workplace that invests in your well-being—mind, body, and future: Comprehensive Health Coverage Medical, dental, vision, and fertility benefits to support you through every stage of life Fertility & Family-Building Support through

WIN Fertility :

Includes Adoption & Surrogacy Benefits, WINMaternity, and PowerPause, offering up to $25,000 in lifetime benefits for fertility-related services such as IVF, IUI, and preconception support Generous Time Off Enjoy a healthy work-life balance with paid vacation, 15 paid holidays annually, sick leave, parental leave, and MTO (Miscellaneous Time Off) for volunteering or a compelling personal need Smart Retirement Planning Build long-term financial security with a 401(k) plan featuring a company match and an additional Annual Retirement Contribution (ARC) Peace of Mind Company-paid Basic Life and AD&D Insurance, as well as Travel Insurance, so you're covered wherever life takes you Wellness Program Access a variety of tools and resources designed to support your physical and mental well-being Tuition Reimbursement Pursue continued education with financial support for job-related coursework, degree programs, and professional growth Exclusive Employee Discounts Save on insurance, travel, entertainment, car purchases/rentals, retail purchases, and more