Is a senior-level finance professional who oversees tax compliance, planning, and reporting within an organization. They are responsible for analyzing complex tax issues, ensuring adherence to regulations, coordinating audits, and often supervising or mentoring junior tax staff ZipRecruiter. The role also involves identifying tax-saving opportunities and supporting strategic business decisions through detailed tax analysis ZipRecruiter.
Key Responsibilities
- Tax Compliance & Reporting: Review and prepare federal, state, and local income tax returns for accuracy and completeness jobs.amway.com.
- Audit & Notice Management: Lead tax audits, respond to inquiries from tax authorities, and process tax notices and payments Velvet Jobs+1.
- Tax Planning & Analysis: Conduct research on federal and state tax issues, analyze tax implications for acquisitions, dispositions, and reorganizations, and identify opportunities to reduce tax liabilities Velvet Jobs+1.
- Cross-Functional Collaboration: Work with finance, legal, and operations teams to ensure compliance and optimize tax positions jobs.amway.com.
- Mentorship & Leadership: Guide and train junior tax staff, share best practices, and lead tax projects jobs.amway.com.
- Process Improvement: Partner with technology teams to automate and streamline tax workflows jobs.amway.com.
- Special Forms & Compliance: Prepare required tax forms (e.g., Form 5471, Form 8865, Form 1120) for controlled foreign entities and foreign operations Velvet Jobs.
- Data & Earnings Analysis: Maintain and analyze earnings and profits (E&P) and tax pools, reconciling tax basis to reported earnings Velvet Jobs.
Typical Industries
Lead Tax Analysts are found in:
- Federal Government (43.6% of roles)
- State Government (36.9%)
- Local Government (19.4%)
- Private sector, including corporations, public accounting firms, and multinational companies Franklin University.
Required Qualifications
- Education: Bachelor’s degree in Accounting, Finance, Business, Economics, Taxation, or related field jobs.amway.com.
- Experience: Minimum 7 years in corporate income tax (C-Corp, S-Corp, Partnership) with international exposure jobs.amway.com.
- Certifications: CPA is a plus jobs.amway.com.
- Skills: Proficiency in Microsoft Office, tax software (e.g., OneSource, Corptax), Alteryx, Tableau, Oracle Business Systems (JDE/EBS), and strong knowledge of federal, state, and international tax regulations jobs.amway.com.
Skills & Competencies
- Strong analytical and problem-solving abilities
- Expertise in tax laws, regulations, and compliance
- Proficiency in tax research and financial data analysis
- Communication and leadership skills
- Ability to work independently and in cross-functional teams Velvet Jobs+1.
In summary, a Lead Tax Analyst combines technical tax expertise with leadership and process management to ensure an organization’s tax operations are compliant, efficient, and strategically aligned.
Companies That Hire With This Skill
About
HubSpot (NYSE: HUBS) is an AI-powered customer platform with all the software, integrations, and resources customers need to connect marketing, sales, and service.
What They Say:
At HubSpot, bold is our baseline. Our employees around the globe move fast, stay customer-obsessed, and win together. Our culture is grounded in four commitments: Solve for the Customer, Be Bold, Learn Fast, Align, Adapt & Go!, and Deliver with HEART. These commitments shape how we work, lead, and grow.
We’re building a company where people can do their best work. We focus on brilliant work, not badge swipes. By combining clarity, ownership, and trust, we create space for big thinking and meaningful progress. And we know that when our employees grow, our customers do too. Remotelabor market
Recognized globally for our award-winning culture by Comparably, Glassdoor, Fortune, and more, HubSpot is headquartered in Cambridge, MA, with employees and offices around the world.