Senior State and Local Tax Analyst

The role

This person will own day-to-day state and local tax compliance processes and coordinate with external service providers. They will use AI tools and automation to streamline compliance, provision, and reconciliation processes.

What you will do

• Own day-to-day state and local tax compliance processes and coordinate with external service providers.
• Ensure accurate and timely filing of all state and local returns.
• Identify, build, and maintain AI-enabled automations and workflows.
• Review and validate AI-generated outputs for accuracy and completeness.
• Partner with Finance Systems and IT to implement technology tools and process improvements.
• Support state tax controversy matters including examinations, audit defense, notice responses, and VDA projects.
• Support restructuring projects with tax apportionment analysis.
• Assist with tax incentive credit opportunities, planning and compliance.
• Serve as a point of contact for internal inquiries and coordinate audits.
• Manage state and local tax registrations.

Required qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• 3–5 years of related experience required.
• Strong technical knowledge of state and local tax including income/franchise, sales & use and other business-related filings.
• Possess an understanding of ASC 740 principles, as well as federal and state tax concepts.
• Advanced Excel skills.
• Curiosity about emerging technology and a track record of adopting new tools to improve efficiency.
• Hands-on experience with data and analytics tools such as Alteryx, Tableau, Snowflake.
• Demonstrated experience using generative AI tools for daily tasks such as research, drafting, data analysis, and calculations.
• Familiarity with AI and workflow automation.
• High attention to detail with ability to handle multiple projects and meet deadlines.
• Strong analytical and organizational skills.
• Ability to communicate sophisticated tax concepts in ways that are meaningful to non-tax professionals.

Nice to have

• MS in Tax or CPA preferred.
• A combination of public accounting and corporate experience is great.
• Experience with Python, SQL, or other scripting/low-code tools is a plus.
• Financial and/or Tech Sector experience.
• Experience with Workday is a plus.

About the company

SoFi is a next-generation financial services company and national bank using innovative, mobile-first technology to help its members reach their goals.