Tax Analyst Sr (Sales Tax - Equipment Finance)

Overview

This role supports the organization’s Tax organization as a Tax Analyst Sr and involves analyzing tax forms, exemption certificates, and lease transactions to ensure sales and use tax accuracy. The position is based in one of the following locations: Cincinnati, OH; Dallas, TX; Indianapolis, IN; Kalamazoo, MI; Pittsburgh, PA; or Louisville, KY.

Schedule: Monday through Friday. Start times vary between 7:00 a.m. EST and 9:00 a.m. EST, with end times ranging from 4:00 p.m. EST to 6:00 p.m. EST.

Tools/Systems: Excel and systems including LeasePlus, LeaseWave, Aspire, Vertex, and SharePoint.

This position may be eligible for remote work in select geographic locations, subject to approval. If approved, work must be conducted from a quiet, secure, and confidential home-based workspace. Occasional in-office participation may be required based on business needs.

This position is not eligible for sponsorship for employment visas and does not participate in STEM OPT.

Responsibilities

• Organize and analyze tax forms for filing in accordance with regulations.
• Research and monitor appropriate federal, state, and local tax regulations and obligations.
• Prepare appropriate tax forms and instruments for filing with federal, state, and local jurisdictions.
• Work with business units to keep them informed about tax implications of their operation.
• Review exemption certificates to ensure validity and compliance with applicable state regulations.
• Evaluate the taxability of lease transactions by analyzing lease transactions against taxability matrices to verify that sales and use taxes are being applied accurately.
• Resolve customer tax-related inquiries.
• Support state and local tax audits by gathering and reviewing lease agreements, invoices, exemption certificates, and other supporting documentation based on auditor-selected samples.
• Collaborate directly with external auditors representing various states, counties, and municipalities by responding to information requests, researching potential discrepancies, and resolving outstanding tax issues.
• Mentor junior staff on appropriate regulations, filing procedures, and internal communication needs.

Qualifications

• University / college degree with < 1 year of professional experience and/or successful completion of a formal development program.
• In lieu of a degree, a comparable combination of education, job-specific certification(s), and experience (including military service) may be considered.
• Demonstrated knowledge, skills, and abilities relevant to tax operations, research, and audit support.

Preferred Skills

• Data Analytics
• Expense Controls
• Financial Analysis
• Generally Accepted Accounting Principles (GAAP)
• Tax Audits
• Tax Regulations
• Tax Research

Competencies

• Accuracy and attention to detail
• Audit and compliance function
• Consulting
• Decision making and critical thinking
• Effective communications
• Flexibility and adaptability
• General Ledger (G-L)
• Generally Accepted Accounting Principles (GAAP)
• Problem solving
• Tax management

Compensation & Benefits

Base Salary: $52,500.00 – $96,250.00

Salaries may vary based on geographic location, market data, and on individual skills, experience, and education. This role is incentive eligible with payment based upon company, business, and/or individual performance.

Benefits (eligibility varies for full-time employees):

• Medical/prescription drug coverage (with a Health Savings Account feature), dental, and vision options
• Employee and spouse/child life insurance
• Short- and long-term disability protection
• 401(k) with PNC match, pension, and stock purchase plans
• Dependent care reimbursement account
• Back-up child/elder care
• Adoption, surrogacy, and doula reimbursement
• Educational assistance, including select programs fully paid
• Robust wellness program with financial incentives

Paid time off (eligibility varies):

• Maternity and/or parental leave
• Up to 11 paid holidays each year
• 9 occasional absence days each year (unless otherwise required by law)
• Between 15 to 25 vacation days each year, depending on career level
• Years of service

Application Window

Generally, this opening is expected to be posted for two business days from 08/28/2026, although it may be longer with business discretion.

Additional Information

• No required certification(s)
• No required license(s)
• No required or preferred language assessments

Equal Employment Opportunity is provided to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

Disability Accommodations

If an accommodation is required to participate in the application process, request assistance through the employer’s accommodations process. Information provided will be kept confidential and used only to the extent required to provide needed reasonable accommodations.