Income Tax Analyst

Overview

This role supports the organization’s expanding tax function, with a focus on building new analytics and automation infrastructure as compliance work scales. Responsibilities center on GAAP and tax accounting for fixed assets, maintaining the fixed asset subledger, preparing related journal entries, and supporting federal, state, and local tax compliance for affiliated businesses.

Responsibilities

• Perform GAAP and tax accounting for fixed assets, including maintaining the fixed asset subledger
• Prepare monthly fixed asset account reconciliations, investigating and resolving differences between the general ledger and the fixed asset subledger
• Enter newly placed-in-service assets and record disposals and transfers in the fixed asset subledger; draft related journal entries
• Calculate book and tax depreciation, tracking book-to-tax differences and maintaining tax basis schedules in ProSystem
• Forecast book and tax depreciation, 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 needed
• Calculate and process quarterly estimated tax payments based on approved forecasts, coordinating with accounting and treasury to ensure accurate, on-time remittance
• Support nexus reviews and perform state tax research to evaluate the state tax footprint, including nexus and apportionment analytics
• Identify available credits and incentives and prepare incentives, BPT/PPT, and other real estate and annual reporting requirements
• Coordinate with the external accounting firm on federal, state, and local tax filings for partnerships, LLCs, and S-corporations, including gathering and providing requested information, while also preparing certain in-house returns
• Track incoming tax notices and assist in preparing timely, accurate, and complete responses to federal, state, and local tax notices, examinations, and audits to mitigate incremental tax exposure

Process Improvement and Administrative Management

• Help redesign the tax compliance process by documenting current workflows, testing new approaches, and implementing and standardizing the updated process
• 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 and hands-on approach
• Build effective relationships with accounting, finance, legal, and business teams; serve as a responsive partner to non-tax teams and external advisors
• Manage administrative tax team responsibilities, including organizing files and records, tracking correspondence, coordinating information requests, and processing tax payment requests as assigned

Requirements

• Work performed while sitting/standing and interfacing with a personal computer
• Ability to communicate effectively using speech, vision, and hearing
• Regular use of hands for simple grasping and fine manipulations
• Occasional bending, squatting, crawling, climbing, and reaching
• 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 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
• Dedicated home office space that is noise- and distraction-free, with strong wireless connection or a wired Ethernet connection (wired preferred if possible)
• Valid, physical address (apartment, suite, etc.); PO Boxes are not supported
• Ability to work and communicate with 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

Experience & Qualifications

• 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 Power Query, BI reporting tools, and AI-assisted automation tools to improve data collection, validation, and reporting is a plus
• Familiarity with tax research tools
• Excellent written and verbal communication skills

Education

• Bachelor’s or Master’s degree in Accounting, Finance, or a related field (CPA-eligible; pursuing CPA or MST a plus)
• This role does not require a degree. Relevant skills and experience are valued.

Preferred Qualifications

• Experience with pass-through entity tax compliance
• Experience with CCH ProSystem
• Familiarity with tax research tools
• Familiarity with Power Query, BI reporting tools, and AI-assisted automation tools
• Strong organizational skills and proactive ownership to ensure compliance is filed on time
• Interest in building or improving reporting tools and trackers
• Process-improvement mindset and curiosity about tax technology and AI-driven tools

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

Additional Information

• Available at HQ locations only: On-Site Fitness Centers, Dog-friendly Offices