Okta · 2 months ago
Senior Analyst, Tax Transformation - Compliance and Reporting
San Francisco, California
Full-time
Onsite
Mid, Senior Level
$117K/yr - $175K/yr
3+ years expOkta is The World’s Identity Company, dedicated to providing secure access and authentication solutions. The Senior Analyst will assist with tax transformation efforts, focusing on improving tax reporting and compliance processes through technology solutions and project management.
CRMEnterprise SoftwareIdentity ManagementIT InfrastructureManagement Information SystemsSoftwareWeb Development
Responsibilities
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
Qualification
Required
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
Benefits
Health, dental and vision insurance
401(k)
Flexible spending account
Paid leave (including PTO and parental leave)
Company
Okta
Okta is a management platform that secures critical resources from cloud to ground for workforce and customers.
5001-10000 employees
H1B Sponsorship
Okta has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (117)
2024 (133)
2023 (108)
2022 (201)
2021 (142)
2020 (120)
Funding
Current Stage
Public CompanyTotal Funding
$1.23BKey Investors
Sequoia CapitalAndreessen Horowitz
2020-06-08Post Ipo Equity· $1B
2017-04-06IPO
2017-03-30Secondary Market
Leadership Team
Todd McKinnon
CEO & Co-Founder
Frederic Kerrest
Vice-Chairman & Co-Founder
Recent News
2026-01-06
Morningstar.com
2026-01-05
2026-01-05
Company data provided by crunchbase