Senior Tax Analyst

Job Description

The Senior Tax Analyst is responsible for supporting the company's U.S. indirect tax compliance, reporting, and audit activities, as well as supporting other administration, compliance, and coordination of tax-related activities for the organization. This role ensures adherence to federal, state, and local tax regulations. Acting as a key liaison with Finance, Legal and HR, the Senior Tax Analyst is responsible for maintaining a high standard of tax governance, organization, and process efficiency.

This role is hybrid, with regular in-office presence in San Diego, CA. Specific location details and expectations will be discussed during the interview process.

Position Responsibilities and Duties

Tax Compliance & Reporting

• Prepare, review, and file U.S. sales and use tax, excise tax, and other indirect tax returns across multiple jurisdictions
• Ensure timely and accurate remittance of tax payments
• Reconcile indirect tax accounts and support monthly/quarterly close processes
• Maintain compliance with state and local tax registration, licensing, and filing requirements

Tax Analysis & Advisory

• Perform tax research and analyze taxability of products, services, and transactions under U.S. state, local and indirect tax laws
• Provide guidance to Accounting, AP/AR, Procurement, and Sales teams on direct and tax matters
• Support implementation and maintenance of tax determination systems (e.g., Vertex, Avalara)
• Assist with tax implications of new business initiatives, system changes, and contracts

Audit & Risk Management

• Manage and support state and local tax audits, including data gathering, responses, and negotiations
• Identify, quantify, and help mitigate indirect tax risks and exposures
• Monitor changes in U.S. indirect tax legislation and assess impact on the company

Process Improvement & Documentation

• Develop and maintain indirect tax procedures, controls, and documentation
• Identify opportunities to improve compliance efficiency through automation and process enhancements
• Support SOX/internal control requirements related to indirect taxes

Partnership and K-1 process

• Support K-1 and unit holder filings and correspondence
• Assist with tax distribution process for unit holders
• Manage information requests from external advisors related to the K-1 process
• Assist in coordinating information between PE owner and 3rd party advisors
• Assist with management of equity process with Finance, HR, and Legal teams

Tax Registration & Tax Return Process

• Prepare various tax workpapers using Excel
• Perform data gathering for tax filings
• Support property tax and tax registration processes
• Prepare, review and maintain resale and sales tax exemption certificates
• Support workflow process from tax preparation through tax payment processes
• Gather fixed asset information for property tax and other tax return purposes
• Process tax return filings, as needed

Tax Project & Records Management

• Build and maintain internal tax and permanent legal files with historical entity formation documentation and tax related information
• Maintain and track tax department calendar with due dates
• Maintain Tax Legal Entity Structure Chart with responsibility for tracking real-time changes
• Assist with team management of tax compliance deadlines
• Track customer contract reviews for the department and assist with prioritization of tax review process
• After identification from tax team, manage and support team process improvement initiatives
• Assist team with SOX documentation procedures (maintaining records and audit ready files)
• Assist Head of Tax with tax planning, restructuring, and entity closures
• Support the tax team's development of efficiency tools (e.g., checklists, process documents, training materials, etc.)
• Assist in monitoring and responding to tax inquiries received from the business
• Track department budget, accrued advisory fees, and third-party invoices

Minimum Skills or Experience Requirements

• Minimum 5-7 years of tax, accounting, or legal experience in public accounting firm or public company setting

• Bachelor's degree in accounting, business, or related field

• CPA or other professional licensing, preferred

• Proficiency in Excel, including advanced skills is required

• Strong organizational skills, attention to detail and ability to maintain accurate records

• Excellent verbal and written communication skills required

• Familiarity with tax software systems and ERP systems

• Candidates in San Diego location, preferred

Qualities for Success in the Role

• Exceptional attention to detail required for preparing schedules, filing returns, processing payments, etc.
• Ability to multitask, prioritize tasks, and meet deadlines in a fast-paced environment
• Strong organizational and time management skills with the ability to multitask while working independently and efficiently with acute attention to detail
• Superior communication skills with ability to communicate effectively throughout the organization
• Excellent organizational skills needed to manage department permanent records, compliance documentation, and tracking audit requests
• Ability to use discretion and protect confidentiality of projects and employee personal details
• Strong critical thinking, analytical, and problem-solving skills
• Learns quickly when facing new problems
• Can operate independently and as part of team

Benefits

Employees (and their families) are eligible for medical, dental, vision, basic life and disability insurance. Employees can enroll in our company's 401(k) plan and are provided vacation, sick and holiday pay.

Compensation Range

$91,080.00 - $113,850.00

Pay Rate Type

Salary

SOLV Energy does not accept unsolicited candidate introductions, referrals or resumes from third-party recruiters or staffing agencies. We require all third-party recruiters to communicate exclusively with our internal talent acquisition team. SOLV Energy will not pay a placement fee to any third-party recruiter or agency that has not coordinated their recruiting activity with the appropriate member of our internal talent acquisition team.

In addition, candidate introductions or resumes can only be submitted to our internal talent acquisition recruiting team if a signed vendor agreement is already on file and the third-party recruiter or agency has received formal instructions from our internal talent acquisition team to submit candidates for a particular job posting.

Any unsolicited candidate introductions, referrals or resumes sent by third-party recruiters to SOLV Energy or directly to any of our employees, or received through our website or career portal, will be considered property of SOLV Energy and will not be eligible for a placement fee. In the event a third-party recruiter submits a resume or refers a candidate without a previously signed vendor agreement, SOLV Energy explicitly reserves the right to pursue and hire the candidate(s) without financial liability to such third-party recruiter.