Note: The job is a remote job and is open to candidates in USA. HealthEquity is dedicated to saving and improving lives by empowering healthcare consumers. The Tax Senior Analyst will support all areas of the corporate tax department, focusing on tax compliance, financial reporting, and tax planning while collaborating with various teams within the organization.
Responsibilities
- Prepare quarterly and annual income tax provision calculations in accordance with ASC 740, and prepare related tax disclosures for SEC reporting
- Prepare federal, state, and local income tax filings and supporting calculations, including estimates and extensions, and ensure timely filing. Assist with filing of the returns as assigned
- Prepare other indirect tax filings including personal property tax, franchise tax, and sales and use tax. Assist with filing of the returns as assigned
- Research and respond to tax notices from federal, state, and local tax authorities
- Collaborate with the company’s payroll function to ensure proper compliance with payroll tax reporting obligations
- Maintain current knowledge of tax laws and financial and accounting guidance, and stay current with new and developing tax legislation having a tax impact on the company
- Ensure tax files and documentation are properly maintained for compliance under SOX 404 regulations
- Conduct tax research and prepare technical memoranda on certain tax matters
- Support the company with M&A tax diligence, strategy, and integration efforts
- Support the company with its research and development tax credit study and analysis
Skills
- Bachelor's degree in Accounting is required
- An active CPA license is required unless the candidate holds a Master's degree in Taxation or Accounting
- Knowledge of corporate accounting
- 2+ years of tax experience in public accounting and/or a corporate tax department
- Proficiency with business and communications software (e.g., Microsoft Excel, Word, PowerPoint, Copilot, and Outlook) is required
- Self-starting and motivated, able to work without supervision to prioritize and meet deadlines
- Excellent organizational and analytical skills, high attention to detail, and ability to manage multiple projects at once
- Strong interpersonal and communication skills to collaborate with the broader team, including external advisors
- Master's degree in Taxation highly preferred
- A strong, hands-on knowledge of tax research tools such as CCH is recommended
- Familiarity with Corptax, Bloomberg tax depreciation software, and NetSuite is recommended
Benefits
- Performance-based incentives as part of the total compensation package
- Medical, dental, and vision
- HSA contribution and match
- Dependent care FSA match
- Uncapped paid time off
- Paid parental leave
- 401(k) match
- Personal and healthcare financial literacy programs
- Ongoing education& tuition assistance
- Gym and fitness reimbursement
- Wellness program incentives
- HealthEquity covers all required travel and accommodations for onboarding
- Reasonable accommodations to team members with qualifying disabilities
Company Overview
Company H1B Sponsorship