Overview
Job Purpose
The State and Local Tax Senior Analyst will be actively involved in all aspects of state and local income tax including, but not limited to, preparing state and local income tax returns, extensions, and estimated payments, assisting with state and local income tax controversy work, and helping with state and local tax planning initiatives. The ideal candidate has strong tax technical skills, and the ability to manage multiple priorities in a fast-paced technology-enabled environment.
Responsibilities
Prepare state and local income tax return work papers and returns for both corporations and partnerships
Prepare extensions and quarterly income tax estimates
Perform tax research relating to income tax filings positions, elections, methods, legislative changes etc. as required
Assist with quarterly and year-end tax provision calculations and related projects, including state and local current and deferred tax analysis and related documentation
Assist with state and local income tax audits, including gathering support for tax positions and corresponding with state and local taxing authorities
Participate in tax discussions regarding business operations and apply business knowledge in tax analysis
Collaborate with cross-functional teams, including finance, legal, and operations
Participate in state and local tax planning initiatives, including entity restructuring, mergers and acquisitions, and regulatory developments
Assist with identifying and implementing process improvements and technology solutions to enhance the efficiency and accuracy of the tax compliance function
Analyze and validate ERP-sourced data used in state income tax returns, apportionment calculations, and estimated payments
Support the design, documentation, and execution of repeatable, well-controlled tax compliance processes
Identify opportunities to reduce manual effort through improved data workflows, automation, and standardization of workpapers and calculations
Knowledge and Experience
Bachelor's degree in Accounting, Finance, or a related field
3+ years of state and local corporate tax experience, either in-house with U.S. multinational corporations or in public accounting
Strong understanding of the state and local income tax compliance process, including apportionment, nexus, and combined/consolidated filing methodologies
Experience with income tax return software
Strong Excel skills, including advanced formulas, pivot tables, data validation, and structured data analysis; experience using Excel as part of repeatable, system-driven tax processes
Experience with tax research platforms (e.g., RIA Checkpoint and/or CCH IntelliConnect)
Experience with Oracle or other financial accounting systems
Strong interpersonal skills with the ability to operate and multitask in a deadline-driven, team-oriented environment
Strong verbal and written communication skills
Experience collaborating with Finance, IT, or Tax Technology teams on system-related initiatives
Preferred Knowledge and Experience
CPA designation
Big Four public accounting experience
Experience with OneSource income tax return software
Experience with data automation or transformation tools (e.g., Alteryx) to support tax compliance, data validation, or process efficiency
Intercontinental Exchange, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to legally protected characteristics.
