Senior Analyst, Tax Transformation - Compliance and Reporting
at Okta
San Francisco, United States
Get to know Okta
Okta is The World’s Identity Company. We free everyone to safely use any technology, anywhere, on any device or app. Our flexible and neutral products, Okta Platform and Auth0 Platform, provide secure access, authentication, and automation, placing identity at the core of business security and growth.
At Okta, we celebrate a variety of perspectives and experiences. We are not looking for someone who checks every single box - we’re looking for lifelong learners and people who can make us better with their unique experiences.
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Okta is searching for a Senior Analyst to assist with Okta’s tax transformation efforts as a member of the Global Tax Compliance and Reporting Team. The ideal candidate is a process-oriented team builder with technical knowledge of ASC 740 Accounting for Income Taxes, fundamental income tax concepts and a strong interest in implementing tax technology solutions to improve existing tax processes. We’re looking for someone who thinks outside of the box and has strong project management skills because our high-performing culture is based on autonomy and responsibility.
The role is hybrid based in the San Francisco Bay Area.
Job duties and responsibilities may include assisting with the following:
- Automate, streamline and improve our tax reporting and compliance processes, including the design, configuration, testing, and deployment of tax technology solutions. This would include third-party software, self-developed solutions (through robotic process automation (RPA)) and artificial intelligence (AI) tools
- Preparation process for the company’s quarterly and annual income tax accrual under ASC 740 with the assistance of our external tax advisors
- Income tax related disclosures in our 10K, 10Q, and non-GAAP reporting
- Federal, state, and international income tax return compliance process
- Managing the relationship with our external auditors
- Review and preparation of tax workpapers
- Cash tax and income tax expense forecasting process
- SOX compliance documentation and timely performance of controls
- Tax modeling and other special projects
- Diligence and tax accounting related to acquisitions and other corporate reorganizations
- Managing tax controversy matters
Qualifications:
- 3+ years of combined public accounting and/or industry experience in tax
- Proven experience with tax technology solutions and ERP systems. Knowledge of emerging technologies like RPA and AI is highly valued.
- CPA license (or equivalent license)
- Bachelor’s or Master’s degree in accounting
- Strong understanding of accounting for income taxes under ASC 740, including experience with tax rate forecasting/modeling, maintaining inventory of deferreds, valuation allowance analysis, FIN 48, and tax footnote disclosures.
- Strong understanding of federal, state, and international income tax concepts
- Proficient with Google workspace (Gmail, Sheets, Docs) and Microsoft Tools (Excel, Word, PowerPoint)
- Excellent written and verbal communication, strong organizational and problem-solving skills, and the ability to work effectively in a team environment and manage multiple tasks simultaneously.
Preferred:
- Master’s in Taxation
- Public company and Tech/SaaS experience
- Big 4 accounting firm experience
- OneSource Tax Provision and OneSource Income Tax experience
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Below is the annual base salary range for candidates located in California, Colorado, New York and Washington. Your actual base salary will depend on factors such as your skills, qualifications, experience, and work location. In addition, Okta offers equity (where applicable), bonus, and benefits, including health, dental and vision insurance, 401(k), flexible spending account, and paid leave (including PTO and parental leave) in accordance with our applicable plans and policies. To learn more about our Total Rewards program please visit: https://rewards.okta.com/us.
What you can look forward to as a Full-Time Okta employee!
- Amazing Benefits
- Making Social Impact
- Developing Talent and Fostering Connection + Community at Okta
Okta cultivates a dynamic work environment, providing the best tools, technology and benefits to empower our employees to work productively in a setting that best and uniquely suits their needs. Each organization is unique in the degree of flexibility and mobility in which they work so that all employees are enabled to be their most creative and successful versions of themselves, regardless of where they live. Find your place at Okta today! https://www.okta.com/company/careers/.
Some roles may require travel to one of our office locations for in-person onboarding.
Okta is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, ancestry, marital status, age, physical or mental disability, or status as a protected veteran. We also consider for employment qualified applicants with arrest and convictions records, consistent with applicable laws.
If reasonable accommodation is needed to complete any part of the job application, interview process, or onboarding please use this Form to request an accommodation.
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