Senior State and Local Tax Analyst

Employee Applicant Privacy Notice

Who we are

Shape a brighter financial future with us.

Together with our members, we’re changing the way people think about and interact with personal finance.

We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way.

Join us to invest in yourself, your career, and the financial world.

The role

Our Finance team is expanding, and we are looking for passionate, dynamic individuals who are ready to grow their career. We are seeking a tech-forward Senior State and Local Tax Analyst to join our finance team. In this role, you will combine strong SALT technical knowledge with a modern, AI-enabled approach to tax, using AI tools and automation every day to work smarter and more accurately.

What you’ll do

• Own day-to-day state & local tax compliance processes and coordinate with external service providers.
• Ensure accurate and timely filing of all state and local returns including income/franchise, sales & use and other business-related filings.
• Identify, build, and maintain AI-enabled automations and workflows (e.g., Alteryx, Power Automate, Python) that streamline compliance, provision, and reconciliation processes.
• Review and validate AI-generated outputs for accuracy and completeness, in line with data-privacy and internal control requirements.
• Partner with Finance Systems and IT to implement technology tools and process improvements across the tax function.
• Support state tax controversy matters including examinations, audit defense, notice responses, and VDA projects.
• Support restructuring projects with tax apportionment analysis.
• Assist with tax incentive credit opportunities, planning and compliance.
• Serve as a point of contact for internal inquiries, assist with coordinating audits, and prepare responses to notices from taxing jurisdictions.
• Assist in identifying and developing state tax planning opportunities, as well as monitoring legislative and regulatory developments.
• Manage state & local tax registrations.
• Perform or assist with nexus studies and apportionment analysis.
• Build subject matter expertise in state and local income tax matters as they relate to the business operations.
• Assist with state tax provision and preparation of SALT related accruals, journal entries, and related account reconciliations.
• Ensure adherence with SOX 404 documentation for tax accounting controls and related enhancements where necessary.
• Work with cross functional teams to further understand how business processes affect state and local taxes..

What you’ll need:

• Bachelor’s degree in Accounting, Finance, or related field.
• MS in Tax or CPA preferred.
• 3–5 years of related experience required.
• Strong technical knowledge of state and local tax including income/franchise, sales & use and other business-related filings.
• A combination of public accounting and corporate experience is great.
• Possess an understanding of ASC 740 principles, as well as federal and state tax concepts.
• Advanced Excel skills.
• Curiosity about emerging technology and a track record of adopting new tools to improve efficiency.
• Hands-on experience with data and analytics tools such as Alteryx, Tableau, Snowflake.
• Demonstrated experience using generative AI tools (e.g., ChatGPT, Microsoft Copilot, Claude) for daily tasks such as research, drafting, data analysis, and calculations.
• Familiarity with AI and workflow automation (e.g., Power Automate, UiPath, or AI agents), with the ability to spot automation opportunities and build or support solutions.
• Experience with Python, SQL, or other scripting/low-code tools is a plus.
• High attention to detail with ability to handle multiple projects and meet deadlines.
• Strong analytical and organizational skills.
• Ability to communicate sophisticated tax concepts in ways that are meaningful to non-tax professionals.
• Financial and/or Tech Sector experience.
• Experience with Workday is a plus.
• Self-starter and highly collaborative with a strong work ethic.

Compensation and Benefits

The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location.

To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!

SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.

The Company hires the best qualified candidate for the job, without regard to protected characteristics.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

New York applicants

Notice of Employee Rights

SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.

We are unable to accommodate remote work from Hawaii, Alaska or Puerto Rico at this time.

Internal Employees

If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.