--- title: 'Senior State and Local Tax Analyst at SoFi' canonical: 'https://feeny.ai/job/senior-state-and-local-tax-analyst-sofi-cottonwood-heights-8ya6f08s4t33' type: 'job' last_seen: '2026-11-12' --- # Senior State and Local Tax Analyst at SoFi - **Company:** SoFi - **Location:** Cottonwood Heights, UT - **Posted:** 2026-11-06 - **Last confirmed live:** 2026-11-12 - **Apply:** https://sofi.com/careers/job/8050188003?gh_jid=8050188003 ## Job description [Employee Applicant Privacy Notice](https://www.sofi.com/sofi-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](https://sofietyinfo.sofi.com/sofi-benefits) 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](https://dol.ny.gov/system/files/documents/2022/02/ls740_1.pdf) 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. ## About SoFi ## Company Overview - **One-liner**: SoFi is a next-generation fintech company using innovative, mobile-first technology to help 14.7 million members reach financial independence and “get their money right.” - **Entity Type**: Public (Ticker: SOFI on Nasdaq) - **Headquarters**: San Francisco, California, USA (with offices in Seattle, New York, Frisco, Cottonwood Heights, Helena, Murray, Greenville, Claymont, and more) - **Founded**: 2011 - **Founders**: Founded by Stanford business school students (originally as Social Finance, Inc.) — specific names not listed in the provided sources. ## Core Business - **Primary industry/industries**: Personal finance / financial services (banking, lending, investment, credit, insurance) - **Target customers**: B2C (individual members seeking loans, banking, investing, credit cards, mortgages, travel rewards) and B2B (employer‑facing “SoFi at Work” benefits and financial wellness programs) - **Mission**: “To help people reach financial independence to realize their ambitions.” ## Products & Services - **[SoFi Checking & Savings](https://www.sofi.com/)**: FDIC‑insured checking and savings accounts with no fees, competitive APY, and early direct deposit. - **[SoFi Invest](https://www.sofi.com/invest/)**: Commission‑free stock trading, crypto trading, automated investing, and IPO access. - **[SoFi Personal Loans](https://www.sofi.com/personal-loans/)**: Unsecured personal loans for debt consolidation, home improvement, etc. (up to $100K). - **[SoFi Student Loan Refinancing](https://www.sofi.com/student-loans/)**: Refinancing for federal and private student loans (the first company to offer this). - **[SoFi Mortgages](https://www.sofi.com/mortgage/)**: Home purchase and refinance loans. - **[SoFi Credit Card](https://www.sofi.com/credit-card/)**: 2% unlimited cash back rewards on all eligible purchases. - **[SoFi Travel](https://www.sofi.com/travel/)**: Booking portal powered by Expedia, allowing members to save and earn rewards. - **[SoFi Insurance](https://www.sofi.com/insurance/)**: Comparison and access to auto, home, renters, pet, and life insurance. - **[SoFi at Work](https://www.sofi.com/at-work/)**: Employer‑sponsored financial wellness benefits, including student loan contributions and refinancing. - **[Galileo](https://www.sofi.com/our-story/)**: Financial technology platform (API‑based) for card issuing and digital banking, operated as a subsidiary. ## Market Standing - **Valuation/Market Cap**: Publicly traded on Nasdaq (SOFI). Current market cap is not directly provided in the sources; refer to SoFi’s latest SEC filings or financial data platforms. - **Key Metrics**: - **14.7 million members** (as of 2025‑2026) — [sofi.com](https://www.sofi.com/) - **$117 billion+ in funded loans** — [sofi.com](https://www.sofi.com/) - **$34 billion+ in debt paid off by members** — [sofi.com/our-story](https://www.sofi.com/our-story/) - **$12.5 billion+ in rewards earned** — [sofi.com](https://www.sofi.com/) - **Annual Revenue**: See SoFi Technologies 2025 Annual Report (SEC filing) for latest financial results — [sec.gov](https://www.sec.gov/Archives/edgar/data/1818874/000181887426000034/sofitech2025ars.pdf) - **Notable Investors/Partners**: Not detailed in provided sources; historically received a $1 billion funding round in 2016 (the first U.S. fintech to do so) — [sofi.com/our-story](https://www.sofi.com/our-story/) - **Growth Signals**: - Received federal approval to become a national bank (2023) — [sofi.com/our-story](https://www.sofi.com/our-story/) - Reached 10 million members in 2022 and 14.7 million by early 2026 — [sofi.com](https://www.sofi.com/) - 121 open roles listed across 16 locations as of mid‑2026 — [sofi.com/careers](https://www.sofi.com/careers/) - Continuous product expansion (travel, credit card, bank, etc.) ## Competitive Advantages - **All‑in‑one fintech ecosystem**: Banking, lending, investing, insurance, and travel in a single mobile‑first app — hard for single‑product fintechs to replicate. - **SoFi National Bank**: FDIC‑insured checking and savings, giving SoFi a direct banking charter that reduces reliance on third‑party partners. - **Galileo Platform**: Powers card issuing and digital banking for many fintechs, creating a network effect and deeper technology moat. - **Member‑centric rewards**: SoFi Plus membership program bundles benefits (higher APY, bonus rewards, career coaching). - **Student loan repayment as employee benefit**: Unique perk for attracting talent (as well as offering SoFi at Work to other employers). ## Strategic Focus - **Deepen member engagement**: Cross‑sell more products within the single app to increase lifetime value. - **Grow the bank**: Expand deposits, lending, and banking services under the national bank charter. - **SoFi at Work**: Scale B2B benefits offering to acquire members through employers. - **International/vertical expansion**: Potential for new product lines (e.g., SoFi Travel, insurance marketplace). - **Maintain cost discipline**: Leverage technology to keep customer acquisition costs low while improving unit economics. ## Why Work Here - **Culture**: Defined by “The SoFi Way” — act as a founder, relentless problem solver, and partner to members and colleagues. Emphasis on transparency, trust, and cross‑collaboration. - **Flexible Work**: Some teams offer remote, hybrid, or full‑time in‑office based on role; managers help decide the best setting. SoFridays (no meetings after 2 p.m. local time) protect focus time. - **Benefits**: - **$200/month student loan contribution** to help employees pay down debt — [sofi.com/careers](https://www.sofi.com/careers/) - Comprehensive health, vision, dental, life, disability; fertility & family planning options; flexible time off - Tuition reimbursement up to $5,250/year + regular training and leadership programs - **SoFi Gives**: 16 hours of paid volunteer time off per year - **SoFi Circles**: 8 Employee Resource Groups fostering inclusion and belonging — [sofietyinfo.sofi.com/why-sofi](https://sofietyinfo.sofi.com/why-sofi) - **Learning & Development**: Career pathways, manager excellence framework, and mentorship programs. - **Monthly All‑Hands with CEO** for direct transparency. - **Locations**: Major hubs include San Francisco, Seattle, New York, and Frisco (Texas); remote work is not available from Hawaii or Alaska due to insurance coverage — [sofi.com/careers](https://www.sofi.com/careers/) ## Sources 1. [SoFi Careers Page](https://www.sofi.com/careers/) — benefits, culture, job openings, locations 2. [SoFi Homepage](https://www.sofi.com/) — member count, funded loans, key metrics 3. [SoFi Our Story / About](https://www.sofi.com/our-story/) — founding history, milestones, mission 4. [SoFi 2025 Annual Report (SEC)](https://www.sec.gov/Archives/edgar/data/1818874/000181887426000034/sofitech2025ars.pdf) — financials 5. [SoFi Candidate Resource Website (Why SoFi)](https://sofietyinfo.sofi.com/why-sofi) — flexible work, culture, SoFi Gives, learning programs, SoFridays ## Other roles at SoFi - [Senior Web Marketing Manager](https://feeny.ai/job/senior-web-marketing-manager-sofi-san-francisco-cm7zamgtvb0m) — San Francisco, CA - [Compliance Specialist](https://feeny.ai/job/compliance-specialist-sofi-united-states-dptkx691tfz3) — United States - [Staff Software Engineer, Streaming and Workflows](https://feeny.ai/job/staff-software-engineer-streaming-and-workflows-sofi-seattle-332t544k85c0) — Seattle, WA / San Francisco, CA - [Senior Staff AI Enablement Engineer](https://feeny.ai/job/senior-staff-ai-enablement-engineer-sofi-seattle-y0ajmajwha7h) — Seattle, WA / San Francisco, CA - [Senior Software Engineer, AI Platform - Prism](https://feeny.ai/job/senior-software-engineer-ai-platform-prism-sofi-san-francisco-ajnvb7bwg5vn) — San Francisco, CA / Seattle, WA - [Staff Software Engineer, AI Developer Experience](https://feeny.ai/job/staff-software-engineer-ai-developer-experience-sofi-san-francisco-xryz2y0yzfpm) — San Francisco, CA / Seattle, WA - [Senior Staff Software Engineer, AI Developer Experience](https://feeny.ai/job/senior-staff-software-engineer-ai-developer-experience-sofi-san-francisco-089wsgzx85ma) — San Francisco, CA / Seattle, WA - [Software Engineering Manager, AI Platform Engineering](https://feeny.ai/job/software-engineering-manager-ai-platform-engineering-sofi-san-francisco-rh56fn7m1w0z) — San Francisco, CA / Seattle, WA - [Principal Software Engineer, Cloud Networking Platform](https://feeny.ai/job/principal-software-engineer-cloud-networking-platform-sofi-san-francisco-sqyfgr1kdbxx) — San Francisco, CA / Seattle, WA / Cottonwood Heights, UT - [Senior Engineering Manager, Protect](https://feeny.ai/job/senior-engineering-manager-protect-sofi-seattle-y1vhn1ywph9s) — Seattle, WA