Senior Tax Analyst

The Senior Tax Analyst is responsible for managing state and local tax compliance, planning, and reporting. This role requires technical expertise in state tax regulations, excellent analytical skills, and the ability to collaborate across departments to ensure compliance and optimize tax strategies. This is a hybrid role (3 days a week in office) based out of our Forth Worth, TX office.

Responsibilities:

Tax Compliance & Reporting

• Prepare and review, state and local income tax returns and supporting workpapers.
• Ensure accurate and timely regulatory filings and respond to data requests.
• Prepare and reconcile state tax payables and related accounts.
• Assist with quarterly and year-end income tax provisions (ASC 740).
• Support tax audits by preparing documentation and responding to information requests.
• Manage the outsourcing of the real estate and business personal property tax function.
• Prepare and maintain fixed asset records and related tax reporting.
• Respond to state notices as required.

Tax Planning & Analysis

• Perform state nexus determinations and ensure compliance with applicable laws.
• Conduct state tax planning and apportionment calculations.
• Research and analyze complex state and local tax issues to determine appropriate tax treatment.
• Provide technical advice and prepare detailed memorandums on tax matters.
• Stay current on state tax legislation and assess its impact on the business.

Collaboration & Process Improvement

• Work closely with accounting, legal, and other internal teams on tax-related issues.
• Manage property tax vendor relationships and oversee related account accruals.
• Help manage financial tax forecasting and prepare projected tax obligations.
• Identify and implement process improvements to enhance efficiency and manage risk.
• Evaluate tax implications of business operations and decisions in collaboration with other departments.
• Assist with managing the income tax return third-party preparers' deadlines and requests.

Qualifications for Internal Candidates:

Education

• Bachelor's degree in Accounting, Finance, or related field (required).

Experience

• Minimum 2 years in tax within public accounting or
• 3–4 years in private industry focused on tax preparation and compliance.
• Strong knowledge of state tax regulations.
• Detail-oriented with excellent analytical and problem-solving skills.
• Strong communication and organizational abilities.
• Ability to work independently and meet deadlines.

Preferred Skills & Competencies

• CPA designation preferred.
• Experience with OneSource Tax Provision (OTP) and Oracle.
• Advanced research and interpretation of state and local tax laws.
• Experience with BNA fixed asset software, Alteryx, and Copilot are a plus.
• Advanced knowledge of Excel.