Tax Analyst

CSI

Tax Analyst supporting tax compliance and reporting for CSI, a financial technology provider. Ensuring accurate tax filings and collaborating on compliance and research initiatives.

Posted 7/11/2026full-timeRemote • 🇺🇸 United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in tax compliance and reporting, including preparation of corporate income tax workpapers and returns, while effectively communicating with internal and external stakeholders. Proficient in utilizing tools like Microsoft Excel and Workday to support tax-related activities and ensure financial integrity.

Highest-signal resume keywords

Tax ComplianceCorporate Income Tax PreparationMicrosoft Excel ProficiencyResearch and Interpretation of Tax RegulationsEffective Communication

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Tax ComplianceCorporate Income Tax WorkpapersSales and Use Tax ReturnsTax AuditsTax ResearchFinancial Data ReconciliationTax Credits IdentificationExtension CalculationsQuarterly Income Tax EstimatesYear-End Tax Compliance

Soft Skills

Organizational SkillsProblem-Solving SkillsTeam-Oriented MindsetAdaptabilityCuriosity

Tools & Technologies

Microsoft ExcelAdobeWorkdayAvalara

Certifications & Qualifications

CPA Certification

Industry Keywords

Tax ComplianceFederal Tax LawsState Tax LawsLocal Tax LawsTax Reporting Requirements

About the role

Key responsibilities & impact

Play a key role in supporting CSI's tax compliance and reporting efforts across multiple tax disciplines
Ensure accurate and timely tax filings
Contribute to research and compliance initiatives
Support the financial integrity of the organization
Prepare corporate income tax workpapers, extension calculations, and quarterly income tax estimates
Assist with year-end tax compliance activities and support various federal, state, and local tax filings
Prepare and file sales and use tax returns, personal property tax returns, net profit tax returns, and other required tax filings
Research federal, state, and local tax laws, regulations, and reporting requirements
Assist with tax audits and respond to requests from governmental agencies
Reconcile tax-related accrual and balance sheet accounts
Identify opportunities related to tax credits, exemptions, and process improvements
Communicate effectively with internal departments and external agencies regarding tax matters
Utilize tools such as Microsoft Excel, Adobe, Workday, and Avalara to gather information, prepare filings, and support tax reporting activities

Requirements

What you’ll need

Minimum of one (1) year of relevant tax experience; two or more years preferred
Experience preparing U.S. corporate income tax workpapers and returns
Associate's or Bachelor's degree in Accounting, Finance, Taxation, or a related field
CPA certification is a plus but not required
Strong Microsoft Excel skills with the ability to analyze, organize, and reconcile financial data
Excellent communication, organizational, and problem-solving skills
Ability to manage multiple priorities and meet deadlines in a fast-paced environment
Strong research skills and the ability to interpret tax regulations and reporting requirements
A team-oriented mindset, while also being comfortable working independently
Demonstrated curiosity, adaptability, and willingness to learn new systems and processes

Benefits

Comp & perks

A great opportunity to learn various areas of tax
Gain hands-on experience with compliance, reporting, research, audits, and account reconciliations
Build a strong foundation for continued career growth
Part of a collaborative and supportive team that values curiosity, ownership, and shared success