Senior Tax Analyst

Detailed Responsibilities

Tax Notices- 25% Have a weekly meeting with NYC lead on tax notices

Analyze and reconcile tax notices, maintain notice tracker, coordinate with tax authorities. India tax team will be the first line of contact for all notices to perform basic background work to identify issues and document requests from government to NYC team so they can prioritize issues to be tackled. Maintain tax notice tracker with notes on each notice, help monitor the status and follow up with tax authorities if needed.

Tax Audits- 20% Have a weekly meeting with NYC audits lead on tax audits

Support audits by verifying invoices, organizing documents, and preparing status updates. Review all ledger details back to underlying invoices/supports from the finance team to identify variance and assist in gathering information (such as pulling invoices). Prepare a summary of status updates, issues or open items (if applicable) to discuss with NY tax team member.

Sales Tax/Use tax- 20% Have a bi-monthly meeting with NYC lead on sales tax

Pull monthly sales tax data, review consistency, ensure filings and payments are on time. Review sales tax transaction details to check that monthly activity is reasonably consistent with prior months data and document any unusual spikes/differences back to underlying invoices from the finance team (also perform rec between accrual vs cash paid amounts). Maintain sales tax tracker where we keep track of manual codes, resale/exemption certificates, and other necessary documentations for audit purposes.

Compliance- 20% Have a monthly meeting with NYC lead on compliance work

Assist with external tax filings (W-9s, CoR, FBAR filing and etc.), maintain tax calendar, process indirect tax payments, and verify documentation. Maintain cash taxes paid file that reconciles back to ledger (monthly rec). Follow up with the government to check on status of open tax matters (such as CoR or refunds).

Other work- 15% Join the daily status catch up with the entire team

Extract trial balances, journal entries, account activity reports from Oracle and apply consistent formatting for the team to easily navigate details. Perform tax sensitive account comparison on monthly basis to show how the amounts moved every month (monthly rec). Other ad-hoc projects where we require legworks: such as reviewing invoices for sales tax analysis for Zuora implementation and new building facility invoices, check on State tax rate CCH table for quarterly estimates and roll forward State WHT for tax distributions.