Senior Income Tax Analyst

Overview

This role supports scaling the income tax function by focusing on compliance execution for a growing group of affiliated businesses and building analytics and automation infrastructure.

The position reports to the Income Tax Manager and involves preparing and performing first-level review of U.S. federal, state, and local tax compliance, supporting quarterly forecasting, and improving tax documentation and reporting processes.

Responsibilities

Reporting and Compliance

• Maintain the compliance calendar to ensure timely filing of all federal, state, and local estimated tax payments, extensions, elections, and reporting.
• Prepare accurate and complete taxable income computations, including variance analysis and impacts of tax law or business environment changes.
• Perform nexus reviews and state tax research, evaluating the state tax footprint and supporting nexus and apportionment analytics.
• Prepare tax fixed asset reviews to ensure depreciation and basis positions are accurate and audit-ready.
• Identify available credits and incentives, and prepare incentives, BPT/PPT, and other real estate and annual reporting requirements.
• Work with the external accounting firm on federal, state, and local tax filings for partnerships, LLCs, and S-corporations, while also preparing certain in-house prepared returns.
• Perform first-level review of filings prior to Manager review, escalating and communicating appropriately throughout the process.
• Prepare timely, accurate, and complete responses to federal, state, and local tax notices, examinations, and audits, with a mindset to mitigate incremental tax exposure.

Quarterly Forecasting

• Partner with accounting and finance teams to ensure quarterly reporting supports accurate tax treatment and reliable cash flow planning.
• Prepare and optimize forecasts to reflect current-year business events and tax law changes.
• Calculate quarterly cash tax outflows and estimated tax payments across all business entities, including internal reporting documentation and coordination with accounting and treasury on required cash movement to ensure accurate, on-time remittance.
• Prepare quarterly tax summaries for shareholders and other stakeholders in a timely manner.

Process Improvement

• Maintain high standards for tax documentation, workpapers, ownership records, calendars, and internal review processes.
• Maintain a compliance tracker and review materials to make compliance status visible to the Manager and Director.
• Leverage technology to improve data collection, validation, and reporting with a continuous improvement mindset and a hands-on approach.
• Build effective relationships and improve workflows and communication with accounting, finance, legal, and business teams.
• Serve as a technical resource and provide guidance and mentorship to junior staff members.

Requirements

• 3+ years of progressive experience with a regional or national accounting firm or a large domestic tax department, including pass-through entity tax and compliance expertise.
• Strong knowledge of U.S. pass-through federal and state tax law, including experience maintaining partner tax capital accounts, taxable income, and outside tax basis.
• Experience with fixed asset / depreciation review and state nexus and apportionment analysis.
• Proficiency with Excel Power Query, BI reporting tools, and AI-assisted automation tools to improve data collection, validation, and reporting.
• Proficiency with tax research tools.
• Excellent written and verbal communication skills.

Preferred Qualifications

• Bachelor’s or Master’s degree in Accounting, Finance, or a related field; JD, MST, or CPA a plus.

Desired Traits & Skills

• Strong organizational skills; proactive and forward-thinking to ensure all compliance is filed on time.
• Sound judgment in applying review standards and workpaper conventions.
• Excellent communication skills, including proactively keeping the Manager ahead of key developments, risks, and open items.
• Comfort building or improving reporting tools and trackers.
• Technically skilled and process-improvement minded, with a genuine curiosity for identifying opportunities to automate manual work and streamline recurring compliance processes.
• Genuine curiosity to learn and adopt new tax technology and AI-driven tools.
• Business-first mindset with a client-service orientation toward internal partners.
• High attention to detail, strong sense of ownership, and independence to manage multiple concurrent workstreams and drive them to closure.

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

Available at HQ Locations Only (including on-site fitness centers and dog-friendly offices).

Remote Work Qualifications (if applicable)

• Access to a reliable and secure high-speed internet connection (cable or fiber preferred; at least 75mbps download/10mbps upload).
• 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).
• A valid, physical address (PO Boxes are not supported because a physical address is required to receive computer equipment).
• Ability and desire 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.

Physical 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.