Senior Tax Analyst

Job Purpose

Prepare and/or review KARL STORZ North America (KSEA & Subs, KSVEA & Subs, and KSE) federal, state, and local tax compliance and support audits and tax research. This includes US federal and state income tax returns, quarterly estimates/extensions, income tax provisions under ASC 740, R&D credit calculations, and foreign withholding tax filings/documentation.

Ensure tax compliance is accurate, timely, and defensible-primarily for federal and state income taxes, in coordination with sales/use/property tax responsibilities and other internal stakeholders.

Job Duties / Core Responsibilities

• Prepare and/or review assigned companies' federal, state, and local income tax returns, including quarterly estimated payments and extension requests (minimal oversight).
• Prepare amended returns when required.
• Plan and prepare annual federal and state R&D credit calculations (including California, Massachusetts, and Texas) with complete documentation of tax positions.
• Prepare annual year-end income tax provisions under ASC 740, including tax return to provision reconciliations by the accounting/audit timeline.
• Ensure ongoing compliance by monitoring income tax nexus across states and tracking relevant legislative changes.
• Support, facilitate, and/or manage tax audits:
• Identify potential exposure areas in advance
• Obtain requested documents quickly to reduce audit cycle time
• Anticipate auditor questions and stay prepared
• Plan what analyses/records will be submitted and how they will be presented
• Respond to federal and state assessment notices and help defend company positions.
• Prepare US federal and state income tax returns for the Storz family.
• Prepare foreign withholding tax requirements and filings; maintain withholding documentation and communicate requirements to relevant departments.
• Perform tax research and resolve tax issues as needed.
• Provide technical support to other departments on transaction structure.
• Assist the Tax Director with special projects/studies.
• Continuously improve tools and workflows for tax and financial data review/analysis (e.g., Microsoft Power Apps).

Minimum Requirements

Required Experience

• 4-6 years of federal and multi-state corporate tax compliance experience

Education / Certifications

• Bachelor's degree

Technical Skills

• Solid knowledge of tax laws and ability to perform tax research
• Working knowledge of generally accepted accounting principles and ASC 740
• Strong analytical, communication, and writing skills
• Proficiency with Microsoft Office and tax/finance tools, including preferred exposure to:
• SAP
• OneSource
• BNA Fixed Assets
• RIA Checkpoint
• (or equivalent tools)

Soft Skills

• Exceptional organizational skills; ability to multi-task
• Ability to work independently and resolve issues with limited supervision
• Excellent interpersonal skills with staff, peers, management, external consultants, and tax authorities
• Ability to anticipate issues and recommend corrective actions
• Highly motivated, quick learner, critical thinker with a bias toward action
• Ability to perform under pressure; strong ethics

Preferred

• 3+ years at a Big 4 firm
• CPA and/or Master's in Taxation; member of a CPA professional society

Work Model: Hybrid - 3 days per week in office

If you're energized by turning financial complexity into strategic clarity-and want your work to matter-this role offers both impact and growth.

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