Tax Analyst jobs in United States, Pennsylvania, Pittsburgh

Handling tax in such a large, sophisticated organization takes more than just a technical understanding of current tax practices. As a State Income Tax Manager, we'll look to you to apply your knowledge to a wide range of tax areas and processes, devising strategic outcomes to some very complex issues. In return, you can expect the support of some of the most engaging colleagues around, as well as plenty of opportunities to progress your career.

The State Income Tax Manager will provide a variety of tax consulting, planning, and compliance services to a diverse range of clients operating in various sectors. Our Tax practice is constantly evolving, and it's here you'll find everything you need to grow as we do. It's all about taking on new skills and responsibilities as they arise and making the most of our dedicated mentors and training programs.

Your key responsibilities

The State Income Tax Manager will oversee state-level tax projects, including compliance and related research. You will also be responsible for leading and directing a team in managing state tax compliance and advisory services for clients.

Skills and attributes for success

• Managing and executing state income tax compliance responsibilities.
• Monitoring and analyzing changes in state income tax laws and regulations and determine impact to the client.
• Providing complex tax review, research, planning and consulting services to diverse clients, including federal and state tax regulations.
• Leading or assisting with various tax planning, research, and special projects.
• Preparing and reviewing quarterly and annual state income tax provisions.
• Modeling various state income tax benefits and consequences using Microsoft Excel, PowerBI or Alteryx.
• Writing tax technical memos to succinctly articulate issues, conclusions, and the analysis with respect to various state tax issues.
• Developing and working with staff and seniors to create a team environment.

To qualify for the role, you must have

• A bachelor's degree in Accounting, Finance, Business or a related discipline and approximately six years of related work experience.

• High level of proficiency in state income tax code, regulations, and procedures
• A proven record of excellence in a professional services or tax organization
• Technical writing and research experience in a tax context
• The ability to analyze client data, technical guidance, and make recommendations to engagement teams.
• The ability to prioritize when working on multiple complex projects.
• Strong influencing skills, and the confidence to question existing processes.
• Willingness to travel as needed and working in a balanced hybrid environment.

Ideally, you'll also have

• An achieved or partially achieved CPA qualification, certification as a member of the Institute for Professionals in Taxation or possess the ability to sit for or be a member of a state bar

As a State Income Tax Senior, we'll look to you to apply your knowledge to a wide range of tax areas and processes, devising strategic outcomes to some very complex issues. In return, you can expect the support of some of the most engaging colleagues around, as well as plenty of opportunities to progress your career.

The State Income Tax Senior will provide a variety of tax consulting, planning, and compliance services to a diverse range of clients operating in various sectors. Our Tax practice is constantly evolving, and it's here you'll find everything you need to grow as we do. It's all about taking on new skills and responsibilities as they arise and making the most of our dedicated mentors and training programs.

Your key responsibilities

The State Income Tax Senior will oversee state-level tax projects, including compliance and related research. You will also be responsible for managing, preparing, administering, and directing multiple state tax compliance and advisory services for clients.

Skills and attributes for success

• Executing state income tax compliance responsibilities.
• Monitoring and analyzing changes in state income tax laws and regulations and determine impact to the client.
• Providing complex tax research, planning and consulting services to diverse clients, including federal and state tax regulations.
• Assisting with various tax planning, research, and special projects.
• Preparing and reviewing quarterly and annual state income tax provisions.
• Modeling various state income tax benefits and consequences using Microsoft Excel, PowerBI or Alteryx.
• Writing tax technical memos to succinctly articulate issues, conclusions, and the analysis with respect to various state tax issues.
• Developing and working with staff to create a team environment.

To qualify for the role, you must have

• A bachelor's degree in Accounting, Finance, Business or a related discipline; or, a Juris Doctor from an accredited law school and an LLM in taxation or related education.
• Approximately three years of related work experience.
• High level of proficiency in state income tax code, regulations, and procedures
• A proven record of excellence in a professional services or tax organization
• Technical writing and research experience in a tax context
• The ability to analyze client data, technical guidance, and make recommendations to engagement teams.
• The ability to prioritize when working on multiple complex projects.
• Strong influencing skills, and the confidence to question existing processes.
• Willingness to travel as needed and working in a balanced hybrid environment.

Ideally, you'll also have

• An achieved or partially achieved CPA qualification, certification as a member of the Institute for Professionals in Taxation or possess the ability to sit for or be a member of a state bar

Tax Advisor, National Tax (Exempt Organizations) (Senior) (Multiple Positions) (1628490), Ernst & Young U.S. LLP, Pittsburgh, PA.

Provide clients with tax guidance and planning related to for-profit affiliates of exempt organizations, and protecting tax-exempt status of parent organizations. Focus exclusively on the for-profit affiliates of tax-exempt organizations, including: universities, health care systems and high profile charities, ensuring these organizations maintain their tax-exempt status and are viable to serve their exempt purpose for years to come. Prepare and review tax returns for exempt organizations and their taxable affiliates (990s/1120s/1065s and related filings; including international filings, IRS audit defense strategies, and other tax matters). Implement tax strategies that align with the client's business objectives. Develop a skillset based on how tax-exempt organizations perform their missions within their communities.

Full time employment, Monday – Friday, 40 hours per week, 8:30 am – 5:30 pm.

MINIMUM REQUIREMENTS:

Must have a Bachelor’s degree in Accounting, Finance, Law, Tax, or a related field and 2 years of related work experience. Alternatively, will accept a Master’s degree in Accounting, Finance, Law, Tax, or a related field and 1 year of related work experience.Must have 1 year of experience with a professional services firm, mid-sized/regional to large sized/national public accounting firm, law firm, or the IRS.Must have 1 year of experience with tax-exempt and non-profit taxation compliance or consulting, including international filings and IRS audit defense strategies.Must have 1 year of experience preparing forms 990, 1120 and 1065.Must have 1 year of experience guiding junior tax professionals by providing effective performance feedback.Employer will accept any suitable combination of education, training, and experience.

What we offer

We offer a comprehensive compensation and benefits package where you’ll be rewarded based on yourperformance and recognized for the value you bring to the business. The base salary for this job is $82,335.00 per year. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.

• Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.

• Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.

• Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.

• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.

EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.

This particular position at Ernst & Young in the United States requires the qualified candidate to be a "United States worker" as defined by the U.S. Department of Labor regulations at 20 CFR 656.3. You can review this definition at at the bottom of page 750. Please feel free to apply to other positions that do not require you to be a "U.S. worker".

Your key responsibilities

You’re likely to spend your time on a diverse array of projects, responsibilities and tasks, supporting client engagements by participating in day-to-day interactions with team members, providing a quality work product and driving delivery of services to meet deadlines. You will serve as a trusted advisor and role model for our people across multiple teams, research tax law issues, provide advice and assistance to help clients understand risks and potential needs for additional tax advisory or compliance services.

• Performing tax research and preparing written tax advice
• Preparing tax information statements and tax returns including complex Forms 1041 and state income tax returns for trusts and estates
• Reviewing and interpreting wills and trust documents to determine fiduciary tax reporting requirements confirm beneficiary allocations and identify matters that may require additional research and review by a subject matter professional such as determination of state tax nexus.
• Analyzing proper tax treatment of various transactions, learning to identify, review and confirm accuracy in tax reporting
• Translating complex data from a range of sources into client-ready insights and deliverables to support informed decision-making concerning required tax reporting

You will support the Fiduciary/Trust Tax Services practice with the preparation and delivery of tax information statements, tax returns and related reporting for agency, custody and fiduciary accounts for tax compliance engagements with banks, wealth management firms, trust companies and law firms. You’ll be working in a highly collaborative culture, where listening to and sharing information with colleagues is an essential part of the role.

Skills and attributes for success

• Collaborate with clients and colleagues to analyze tax issues, determine alternative methods of problem-solving and arrive at recommendations
• Support managers, senior managers and PPEDs with reconciling returns, e-filing returns, and validating data in the tax system
• Communicate with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting
• Support billing and collections for tax compliance and related services and participating in the process of contract renewals and new business pursuits
• Communicate complex tax issues to colleagues, clients and non-tax professionals to enable evaluation and review of tax compliance requirements central to fulfilling fiduciary tax reporting obligations
• Responsible for training less experienced team members on administrative tasks and tasks supporting the tax compliance process

To qualify for the role you must have

• Bachelor degree or equivalent experience (Accounting, Business, Finance or equivalent degree preferred)
• Minimum 2 years of experience in a professional services or tax services organization and preparing federal and state fiduciary income tax returns
• Proficient in computer software applications, including Microsoft Word, Excel and PowerPoint, knowledge of trust accounting systems and tax software applications, including ONESOURCE™ Trust Tax
• Experience preparing income tax returns with complex pass-through investments, read and interpret trust agreements
• Ability to work effectively both independently and with a team, assist with a variety of projects of varying degrees of complexity
• Knowledge of taxation, trusts and estates, wealth planning and fiduciary income taxation
• Demonstrated technical expertise in fiduciary accounting matters
• Build effective relationships with our clients, understand their unique needs to provide tailored services. Manage workflow effectively to comply with clients’ needs and expectations and complete special projects
• Excellent organizational and verbal/written communication skills
• Commit to periodic travel (10-15%)

Ideally, you’ll also have

• CPA or EA certification or membership in The Bar desired, but not required
• Thorough knowledge tax compliance, information reporting rules, fiduciary and/or income tax law and concepts required to prepare US federal and state tax information statements and tax returns
• Strong analytical skills and attention to detail
• The ability to adapt your work style to work with both internal and client team members

What we look for

We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.