Tax Analyst

Sr. Tax Analyst

This role could be located in Mishawaka, Elkhart, or Goshen, IN and also has remote and/or hybrid flexibility!

Want to be a part of a "Step Above" Regional Community Leader in the Accounting, Tax, and Business Consulting services arena, who provides a fun, friendly, and mentoring environment for their clients and team? Enjoy working in an environment where relationships and dedication to excellence are valued and where people work together to get things done?

Then we have the place for you!

What We Offer:

• Innovative, fun, collaborative, and flexible work/life environment


• Diverse and inclusive work team


• Great Place to Learn & Grow!


• Competitive salaries with flexible hours


• Performance Bonus Programs


• Excellent Comprehensive Health & Wellness programs


• Excellent, Above Standard PTO policies and paid holidays


• 401k Retirement Program with Excellent Employer Match


• Open communication, team focus, and recognition programs


• And much more to motivated, results-oriented individuals who want to make a real difference in their community and role

What You'll Do:

As the Sr. Tax Analyst, you will plan, prepare, and submit tax documents/filings, as well as interface/support the various business units and partners, to ensure accurate and timely filings and reporting.

Your Accountabilities in the Role:

• Handles small business and/or corporate accounts to continually build relationships, while growing and developing new business.


• Handles day-to-day projects for the clients to meet tax deadlines and their ongoing business goals in a high-quality way.


• Handles complex and multi-state tax situations with clients to ensure a high-level of quality resolution.


• Researches new laws and new trends to continually enhance the knowledge base for the team.


• Performs the billing for the clients, ensuring accuracy and alignment to service agreements.


• Documents processes, and trains the staff accordingly, to ensure the team is current on new changes.

Position Requirements:

• Education: Bachelor of Science Degree in Finance or Accounting, with an MST, CPA, or CMA preferred.


• Experience: 3+ years of direct corporate income tax returns or related experience is required.


• Certifications: CPA preferred; will consider an enrolled agent certification.


• Functional Skills: Strong fundamental skill set in taxation (direct and indirect). Solid project management skills are necessary. Solid math, financial and analytical skills, ability to review large amounts of data and skills to make sound business judgments are also needed. Excellent attention to details is a must.


• Technology Skills: Solid background with tax systems (i.e. Thompson-Reuter, Ultra Tax, ProSystems, etc.), with an advanced Microsoft Office Skillset in Excel and Word.


• Language/Communication Skills: Advanced verbal and written communication skills, with the ability to work with all levels within and outside an organization. Solid presentation skills are also needed in this role.


• Leadership/ Behaviors: Supportive, compliant, data and cost-conscious, highly motivated to take on projects and run with them to meet the goals; excellent "want to learn" and collaborative mindset is also required. Strong ability to research, analyze, and create continuous improvement through processes, projects, and systems is also important in this role.


• Culture Match: Professional in appearance, personable, with solid energy to meet the demands of the business.

Other Important Information:

Salary: Salary is commensurate with proven expertise.

This position is eligible for bonus & profit sharing! And, the compensation will grow as the team member grows!

Reports To: Tax Manager

Core Hours: 8:00 am - 5:00pm; flexibility within these core hours to meet the job requirements

Typical Work Week: M-F during heavy season; 3 - 4 days a week during off season (can work 20 - 40 hours during this timeframe); 50-60 hours a week with some Saturday work during tax season (Can work less hours in off season if desired)

Direct Reports: 0

Travel: Limited

Work Environment: Office

We are an Equal Opportunity Employer