Tax Analyst - General Ledger & Provision

AAON
  • Tulsa, Oklahoma
    24 days ago

    Job Description

    Job Description:

    The General Ledger & Provision Tax Analyst I is responsible for supporting the company’s tax function by preparing and analyzing workpapers for annual tax returns and quarterly provisions, analyzing and updating sales data for general ledger and provision reporting, and preparing tax journal entries and reconciliations for the general ledger.

    Key Responsibilities:

    · Prepare audit-ready worksheets and workpapers for tax documentation

    · Analyze data from software applications to verify correctness

    · Prepare tax filings for manager review at least a week before filing due date

    · Stay on top of day-to-day responsibilities to not get behind and create a backlog

    · Keep track of larger project deadlines to stay on target

    · Follow up on email requests for information to keep projects moving

    · Maintain and respond to emails and/or Teams messages in a timely manner

    · Answer inquiries from within the accounting department and other departments

    · Facilitate communication with third parties as needed

    · Update and maintain standard operating procedures for all assigned responsibilities

    · Research tax issues as needed

    · Provide support on additional projects within the tax department as needed

    · Assist with any system/software change implementations

    · Assist other tax department members as necessary to cover deadline requirements

    Specific Responsibilities:

    · Analyze data and prepare all tax department journal entries monthly

    · Review and analyze tax department reconciliations to complete monthly

    · Facilitate quarterly tax provision requests for data and follow up for inputs

    · Input and analyze data to reconcile in the quarterly tax provision

    · Prepare and maintain monthly general ledger sales data by state

    · Prepare and maintain monthly sales data for VDA liability states

    · Coordinate Research & Development tax credit information for quarterly provision and annual return

    · Analyze meals & entertainment monthly to maintain for quarterly provision and annual tax return

    · Analyze charitable data monthly to maintain for quarterly provision and annual tax return

    · Compile annual tax credit data support for tax returns and maintain quarterly for provisions

    · Prepare, document, and file ACH payments for all income taxes

    · Prepare and reconcile audit support for Federal and state income and sales tax audits when needed

    · Review and analyze/decide response needed for Federal and state income tax letters

    · Review tax email address emails and facilitate within the tax group as needed

    · Prepare and maintain cash flow analysis for providing to FP&A team for tax cash flow

    Education and Experience Requirements:

    · Bachelor’s degree in accounting, business, or a related field, or equivalent relevant experience

    · 5+ years of experience with corporate income tax, GAAP accounting, general ledger duties, or related

    analytical role

    · Manufacturing company and/or public company experience is a plus (not required)

    Knowledge, Skills, and Abilities:

    · Detail-oriented and organized

    · Proficient knowledge and use of Microsoft Office Suite, especially Excel

    · Ability to connect with team members and work cohesively

    · Flexibility with work responsibilities

    Essential Mental and Physical Functions:

    · High ownership mindset

    · Ability to manage multiple tasks and priorities in a fast-paced environment

    · Frequent use of computer systems for analysis and reporting

    · Ability to sit for extended periods and work with detailed information

    · Occasional standing and walking for meetings or site visits; compliance with safety policies during

    operational site engagements with seasonal temperatures, dust, and some chemical fume exposure

    · Ability to lift up to 50 pound boxes as needed

    Work Environment: ​

    Work performed primarily in an office setting.

    Disclaimer:

    Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at a time with or without notice. This job description is not an exhaustive list of all functions that the employee may be required to perform, and the employee may be required to perform additional functions. The company reserves the right to revise this job description at any time. The employee must be able to perform the essential functions of the position satisfactorily. If requested, reasonable accommodations may be made to enable employees with disabilities to perform the essential functions of the job, absent undue hardship.

    Acknowledgement:

    I have read this job description (or had it read to me) and I fully understand all my job duties and responsibilities. I am able to perform the duties and responsibilities as outlined, with or without reasonable accommodation. I understand that my job duties and responsibilities may change on a temporary or regular basis according to the needs of my location or department and if so I will be required to perform such additional duties and responsibilities. If I have any questions about job duties not specified on this description that I am asked to perform, I should discuss them with my immediate supervisor or a member of the Human Resources staff.

    Numbers & Facts

    LocationTulsa, Oklahoma

    Skills

    • Accountingunmatched
    • Analysis Skillsunmatched
    • Cash Flowunmatched
    • Cash Flow Projectionunmatched
    • Communication Skillsunmatched
    • Computer Systemsunmatched
    • Corporate Taxunmatched
    • Data Analysisunmatched
    • Data Entryunmatched
    • Detail Orientedunmatched
    • Documentationunmatched
    • Financial Planning and Analysis (FP&A)unmatched
    • General Ledger Accountingunmatched
    • Generally Accepted Accounting Principles (GAAP)unmatched
    • Human Resourcesunmatched
    • Income Taxunmatched
    • Journal Entriesunmatched
    • Lift/Move 50 Poundsunmatched
    • Manufacturingunmatched
    • Microsoft Excelunmatched
    • Microsoft Officeunmatched
    • Multitaskingunmatched
    • Organizational Skillsunmatched
    • Project Trackingunmatched
    • Reconciliationunmatched
    • Request for Information (RFI)unmatched
    • Research & Development (R&D)unmatched
    • Safety Complianceunmatched
    • Salesunmatched
    • Sales Analysisunmatched
    • Sales Taxunmatched
    • Standard Operating Procedures (SOP)unmatched
    • State Taxunmatched
    • Systems Analysisunmatched
    • Tax Accountingunmatched
    • Tax Creditsunmatched
    • Tax Reportingunmatched
    • Tax Returnsunmatched
    • Time Managementunmatched
    • Workpaper Preparationunmatched

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