Income Tax Analyst

Overview

This role supports the organization’s scaling tax function, with a focus on fixed asset accounting under GAAP and tax accounting, as well as tax compliance execution for a growing group of affiliated businesses. Responsibilities include maintaining fixed asset records, preparing and rolling forward tax workpapers, supporting nexus and apportionment analysis, processing quarterly estimated tax payments, and managing tax administration and documentation.

Responsibilities

• Perform GAAP and tax accounting for fixed assets.
• Partner with accounting and operations teams to prepare monthly fixed asset account reconciliations, investigating and resolving differences between the general ledger and the fixed asset subledger.
• Maintain the fixed asset subledger by entering newly placed-in-service assets and recording disposals and transfers; draft related journal entries.
• Calculate book and tax depreciation; track book-to-tax differences and maintain tax basis schedules in ProSystem.
• Forecast book and tax depreciation by incorporating planned capital expenditures and disposals to support budgeting and quarterly estimated tax payment calculations.
• Support fixed asset roll-forwards, audit requests, and property tax reporting with complete, audit-ready documentation.

Reporting and Compliance

• Adhere to the compliance calendar to ensure timely federal, state, and local estimated tax payments, extensions, elections, and reporting.
• Prepare filings and workpapers for review by the Senior Income Tax Analyst or Income Tax Manager; communicate open items and escalate questions as appropriate.
• Calculate and process quarterly estimated tax payments based on approved forecasts; coordinate with accounting and treasury to ensure accurate, on-time remittance.
• Support nexus reviews and perform state tax research to evaluate the state tax footprint and nexus/apportionment analytics.
• Identify available credits and incentives; prepare incentives, BPT/PPT, and other real estate and annual reporting requirements.
• Coordinate with an external accounting firm for federal, state, and local tax filings for partnerships, LLCs, and S-corporations by gathering and providing requested information, while also preparing certain in-house prepared returns.
• Track incoming tax notices and assist in preparing timely, accurate, and complete responses to federal, state, and local tax notices, examinations, and audits, with a mindset to mitigate incremental tax exposure.

Process Improvement and Administrative Management

• Help redesign the tax compliance process by documenting current workflows, testing new approaches, and assisting with implementation and standardization.
• Maintain high standards for tax documentation, workpapers, ownership records, calendars, and internal review processes.
• Use technology to improve data collection, validation, and reporting with a continuous improvement mindset.
• Build effective relationships and improve workflows and communication with accounting, finance, legal, and business teams; serve as a responsive business partner to non-tax teams and external advisors.
• Manage tax team administrative tasks, including organizing files and records, tracking correspondence, coordinating information requests, processing tax payment requests, and other tasks as assigned.

Requirements

• 1–3 years of experience with a public accounting firm or corporate tax department; exposure to pass-through entity tax compliance preferred.
• Working knowledge of U.S. federal and state tax law; experience with pass-through structures a plus.
• Experience with fixed asset accounting, depreciation, and account reconciliations; experience with CCH ProSystem a plus.
• Strong Excel skills.
• Familiarity with tax research tools.
• Excellent written and verbal communication skills.

Preferred Qualifications

• Exposure to pass-through entity tax compliance.
• Experience with CCH ProSystem.
• Familiarity with Power Query, BI reporting tools, and AI-assisted automation tools to improve data collection, validation, and reporting.
• CPA-eligible; pursuing CPA or MST a plus.

Compensation & Benefits

• Medical
• Vision
• Dental
• PTO
• Paid Maternity Leave
• Paid Parental Leave
• Life Insurance
• Disability
• Dependent Care FSA
• 401(k) matching
• Employee Assistance Program
• Wellness Incentives
• Company Discounts
• AT&T & Verizon Discount
• Bonus Opportunities
• Accident Insurance
• Critical Illness Insurance
• Adoption Assistance

Location

Preference for a candidate to live within reasonable driving distance to the Lancaster, PA campus (2205 Old Philadelphia Pike, Lancaster, PA 17602) for occasional travel.

Physical Requirements

• Work is performed while sitting/standing and interfacing with a personal computer.
• Requires the ability to communicate effectively using speech, vision, and hearing.
• Requires the regular use of hands for simple grasping and fine manipulations.
• Requires occasional bending, squatting, crawling, climbing, and reaching.
• Requires the ability to occasionally lift, carry, push, or pull medium weights, up to 50lbs.

Remote Work Qualifications

• Access to a reliable and secure high-speed internet connection (cable or fiber internet connections preferred; at least 75mbps download/10mbps upload; satellite connections often cannot support the technologies used for day-to-day tasks).
• Access to a home router and modem.
• A dedicated home office space that is noise- and distraction-free, with strong wireless connection or a wired Ethernet connection (wired preferred, if possible).
• A valid, physical address (apartment/suite, etc.); PO Boxes are not supported because a physical address is required to receive computer equipment.
• Ability and willingness to work and communicate with other team members via chat, webcam, etc.
• Legal residents of one of the following states: (AK, AL, AR, AZ, CT, DE, FL, GA, IA, ID, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NM, NV, OH, OK, PA, SC, SD, TN, TX, UT, VA, VT, WI, WV, or WY). H-1B Visa Sponsorship Not Available, W2 only.

Education

This role does not require a degree. Relevant skills and experience and alignment with core values are valued above all else.