Senior Tax Analyst

You’re more valuable than ever – And that’s just how we’ll make you feel.

Job Summary

The Senior Tax Analyst position is a key role in building out the Tax Department in a growing organization. This role will interface with all departments within the organization, including Finance, FP&A, Legal, Payroll and HR, to identify and monitor tax issues and opportunities existing within the organization.

The Senior Tax Analyst will manage external service providers to comply with a broad range of tax types, including federal and state income, property, sales & use and gross receipts taxes.

Job Requirements:

Education

• Bachelor’s Degree in Accounting

Work Experience

• 4+ Years Experience in Public or Private Accounting ▪ Experience supporting Tax and Finance Departments
• Experience working with different tax types and functions i.e., federal and state income, property, sales & use, gross receipt taxes

Required Licenses/Certifications

• C.P.A.

Additional Knowledge, Skills and Abilities Required

• Proficiency with Microsoft suite, specifically with Microsoft Excel
• Excellent time management skills and ability to multi-task and prioritize work
• Excellent written and verbal communication skills
• Strong organizational and planning skills

GoHealth Core Values:

▪ Collaboration: Takes ownership for collectively establishing productive partnerships and relationships and seek to gain joint understanding of priorities and objectives so that the greater good of the organization and those we serve is always at the forefront.

▪ Innovation: Consistently uses good judgment, applying creativity to overcome obstacles and increasing effectiveness and efficiency through process and other forms of innovation.

▪ Diversity & Inclusion: Fosters diversity and inclusion, to be able to better understand team members, our customers and partners. Engages the strengths and talents of each GoHealth team member, creating an environment of involvement, respect and connection where the richness of ideas, backgrounds and perspectives are harnessed.

▪ Courage & Integrity: Models and practices the highest ethical and professional standards; demonstrates pride and personal interest in our patients, partners and fellow team members, deeply engaging in the business. Makes decisions, with a focus on doing the right thing; treats team members, our customers, partners and vendors with dignity, consideration, open-mindedness and respect.

▪ Accountability: Always shows initiative, demonstrates a bias to action and gets things done. Actively accepts responsibility for diverse roles, obligations and actions that positively influence patient and customer outcomes, our partnerships and the healthcare needs of our communities. 2

Additional Knowledge, Skills, and Abilities Preferred

• Interest in expanding knowledge of all tax types, including franchise & income, sales & use, property and gross receipts taxes.

Essential Functions

Essential functions are those tasks, duties and responsibilities that comprise the means of accomplishing the job’s purpose and objectives. Essential functions are critical or fundamental to the performance of the job. They are the major functions for which the person in the job is held accountable. Following are the essential functions of the job.

Responsibilities of a Senior Tax Analyst to include, but not be limited to, the following:

• Prepare a due date tracker for all tax returns and tax types (Property, Sales & Use, Gross Receipts, Business & Occupancy (B&O), etc.)
• Prepare tax depreciation schedules for all entities to assist external service providers in the return preparation process
• Prepare PA gross receipts and WV B&O tax returns on a monthly, quarterly and annual basis for Pennsylvania and West Virginia locations
• Provide tax compliance data to federal and state tax teams and manage the return preparation process with external service provider
• Provide supporting data for sales & use tax returns to external service provider monthly and review invoices for use tax exposure
• Research and document federal and state tax issues as necessary
• Prepare DE gross receipts tax returns for Delaware market monthly
• Prepare WA B&O tax returns for the Washington market monthly
• Prepare required state tax installments/payments and notify Treasury in advance of those payments
• Maintain SharePoint site which contains copies of all prior years’ returns and external service provider correspondence
• Create a