Lead Tax Analyst – State and Local

Job Description

Eaton is currently seeking a Lead Tax Analyst in State and Local tax to join our team. This position is based at our corporate headquarters in Beachwood, OH.

Position Overview:

The Lead Tax Analyst – State and Local is a dynamic role within the State and Local Tax (“SALT”) function of Eaton reporting to the Manager – State Tax Governance.  The position’s primary purpose is to provide assistance in ensuring that Eaton and its US subsidiaries are fully compliant with US state and local tax laws and ASC 740 accounting.

Making what matters work at Eaton takes the passion of every employee around the world. We create an environment where creativity, invention and discovery become reality, each and every day. It’s where bold, bright professionals like you can reach your full potential—and where you can help us reach ours.

In this function you will:
  • Prepare state and local income and franchise tax returns using Corptax software

  • Prepare responses to state audit document requests

  • Prepare estimated tax payments and extension requests while assuring that Eaton is utilizing appropriate payment methods

  • Assist with ASC 740 accounting

  • Prepare initial responses to various income and franchise tax document requests issued by state taxing authorities, taking responsibility for locating and compiling requested information and drafting written IDR responses

  • Assist Manager – State Tax Controversy with review and analysis of auditors’ reports

  • Gather and reconcile state apportionment source data

  • Prepare various business license and gross receipts tax returns including Ohio CAT

  • Assist in the quarterly current and deferred income tax provision process including state effective tax rates, the SALT current provision, and deferred taxes associated with tax attributes and timing differences

  • Assist with the preparation of ‘return to provision’ adjustments and applicable journal entries

  • Prepare quarterly account reconciliations

  • Assist with responses to state notices and other tax correspondence

  • Develop a network of peers for the purpose of optimizing the flow of information within the tax department and to participate in process improvement initiatives

  • Complete state tax research to assist with the analysis of technical issues on an as-needed basis

  • Assist with various special projects and state tax process improvements and initiatives

When we embrace the different ideas, perspectives and backgrounds that make each of us unique, we — as individuals and as a company — are stronger.


Required (Basic) Qualifications:
  • Bachelor’s degree in accounting, business, finance and/or tax from an accredited institution

  • Minimum five (5) years of state income tax experience
  • Must be able to work in the United States without corporate sponsorship now and within the future

  • No relocation benefit is being offered for this position.  Only candidates within a 50-mile radius of Beachwood, OH will be considered.  Active Duty Military Service member candidates are exempt from the geographical area limitation.

Preferred qualifications:
  • CPA
  • Master of Taxation
  • Experience in a large multinational corporate state income tax environment or in a large sized public accounting firm

  • CorpTax experience
  • Research experience using Checkpoint or a comparable product
  • Strong computer skills including Microsoft applications, financial accounting systems (HFM, Oracle, SAP), and tax compliance programs

Position Criteria:
  • Fundamental understanding of state income tax law with a demonstrated experience and ability to apply applicable state tax laws

  • Strong knowledge of US GAAP accounting principles
  • Experience in ASC 740 Accounting for Income Taxes
  • Ability to manage multiple priorities and responsibilities and meet deadlines

  • Demonstrated ability to quickly understand financial accounting and tax software programs

  • Strong verbal and written communication skills
  • Ability to perform basic research of state tax technical issues


We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law.


We make what matters work. Everywhere you look—from the technology and machinery that surrounds us, to the critical services and infrastructure that we depend on every day—you’ll find one thing in common. It all relies on power. That’s why Eaton is dedicated to improving people’s lives and the environment with power management technologies that are more reliable, efficient, safe and sustainable. Because this is what matters. We are confident we can deliver on this promise because of the attributes that our employees embody. We’re ethical, passionate, accountable, efficient, transparent and we’re committed to learning. These values enable us to tackle some of the toughest challenges on the planet, never losing sight of what matters.

Job: Finance/Accounting

Region: North America – Canada
Organization: Corporate Sector

Job Level: Individual Contributor
Schedule: Full-time
Is remote work (i.e. working from home or another Eaton facility) allowed for this position?: No
Does this position offer relocation?: No
Travel: Yes, 10 % of the Time