Tax Analyst Jobs in Pennsylvania
Tax Analyst jobs in Pennsylvania are consistently active, with strong demand from entry-level through senior roles concentrated in corporate tax, state and local tax compliance, and financial services taxation. Philadelphia, Pittsburgh, and the Lehigh Valley are the primary hiring centers, anchored by large employers such as Comcast, PNC Financial Services, and Air Products. The most sought-after specialties in Pennsylvania are corporate income tax, sales and use tax compliance, and transfer pricing. Find a role that fits below and apply directly.
Find Tax Analyst JobsOverview
Showing 5 of 16+ Tax Analyst jobs
**THIS POSITION IS FOR THE 2027 TAX SEASON BEGINNING IN JANUARY**
Overview Campaign For Working Families
Campaign for Working Families, Inc. (CWF) champions the financial well-being and economic mobility of individuals and families through programs, advocacy, initiatives, and support systems that promote equitable opportunity and financial stability. CWF believes every individual and family deserves respect, dignity, and access to the tools and information needed to succeed. CWF advances positive change at the policy and grassroots levels through empathy, data-driven decision-making, and collective action. The following core values guide CWF's mission, goals, and service to individuals and families throughout its communities:
- Equity and Inclusion: We believe all individuals and families, regardless of background, race, gender, or socioeconomic status, should have equitable opportunities and access to resources.
- Family-Centered Approach: We prioritize policies and initiatives that support family well-being, stability, and growth, recognizing that strong families are the foundation of thriving communities.
- Collaboration and Partnerships: We value collaboration with organizations, government agencies, businesses, educational institutions, and individuals who share our commitment to working families.
- Data-Driven Decision-Making: We use evidence and data to guide policies, programs, and operational decisions, ensuring that our efforts are effective and impactful.
- Respect and Dignity: We treat every individual with respect and dignity, recognize each person's inherent worth, and work to create systems that uphold these values.
Position Summary
The Virtual Senior Tax Analyst serves as the senior technical resource and independent quality reviewer for CWF’s Virtual Tax services. The Analyst reviews assigned federal, state, and local returns for accuracy, completeness, eligibility, documentation, and compliance with IRS VITA/TCE and CWF standards. Following preparation, the Analyst manages assigned cases through quality review, client review, required authorizations, e-filing, rejection resolution, and confirmed acceptance. The role also provides real-time technical guidance and coaching to virtual preparers and volunteers, including through the Virtual Support Zoom Bridge. The Analyst is accountable for quality, timely case progression, and accurate case records, while the Virtual Tax Site Coordinator retains responsibility for overall inventory, staffing, and production management.
Role and Responsibilities
Return Quality Review
- Complete an independent quality review of every assigned return using the required quality-review method, source documents, completed intake form, taxpayer interview, tax software diagnostics, and applicable reference materials.
- Verify taxpayer and dependent identity information, filing status, income, adjustments, deductions, credits, health-coverage items, banking information, direct-deposit details, state and local returns, consent forms, and required elections.
- Confirm that all intake questions are answered, unclear responses are resolved through taxpayer discussion, supporting documents are reconciled, and required notes or explanations are documented.
- Ensure returns remain within the preparer's and reviewer's certification level, CWF service scope, IRS VITA/TCE scope, and applicable federal, state, and local rules.
- Return incomplete or inaccurate work to the preparer with clear correction instructions and verify corrections before approval.
- Never approve, sign, release, or advance a return that has unresolved discrepancies, missing information, incomplete interviews, unsupported positions, or out-of-scope issues.
Tax Research and Technical Support
- Use current IRS publications, volunteer resource guides, CWF guidance, approved tax-software resources, and authorized escalation channels to resolve tax questions.
- Provide accurate, timely technical guidance to Tax Associates while requiring preparers to remain responsible for their work and develop their knowledge.
- Prepare complex returns only when assigned, appropriately certified, and permitted within program scope.
- Recognize issues requiring referral to tax leadership, a Low-Income Taxpayer Clinic, a paid preparer, legal counsel, or another qualified resource.
- Remain current on tax-law updates, software changes, state and local requirements, CWF procedures, and quality alerts throughout the season.
Coaching and Quality Improvement
- Explain errors and corrections in a respectful, specific, educational manner that strengthens preparer accuracy and independence.
- Track or communicate recurring errors, documentation concerns, training gaps, rejected-return trends, and procedural weaknesses to the Tax Site Coordinator.
- Support refresher training, practice scenarios, peer coaching, and remediation activities assigned by tax leadership.
- Help maintain consistent technical standards among quality reviewers and preparers across shifts and sites.
- Model careful interviewing, documentation, professional judgment, taxpayer communication, and confidentiality.
Production and Workflow Support
- Prioritize quality review of drop-off returns according to assignments, aging reports, taxpayer commitments, filing deadlines, and direction from the Drop-Off Manager or site leadership.
- Communicate correction needs, missing information, out-of-scope issues, or unresolved technical questions to the preparer and Drop-Off Manager promptly.
- Update required return-status records after review and avoid retaining taxpayer documents outside approved workflow or secured locations.
- Support timely completion without approving a return that has unresolved discrepancies, missing interviews, incomplete documentation, or unsupported positions.
Client Service, Compliance, and Site Support
- Explain material return results, corrections, limitations, and next steps clearly without providing legal advice or guaranteeing an outcome.
- Confirm required taxpayer review, signatures, copies, banking verification, and follow-up instructions occur before the return proceeds.
- Follow IRS Volunteer Standards of Conduct, Quality Site Requirements, privacy rules, security procedures, and CWF policies at all times.
- Immediately report suspected identity theft, fraud, coercion, unauthorized access, data exposure, misconduct, or other material risk.
- Assist with site opening, workflow, client routing, technology troubleshooting, return-status follow-up, and closeout as directed.
- Perform related seasonal tax duties assigned by the Tax Site Coordinator or tax operations leadership.
Competencies, Knowledge, Skills and Abilities
Advanced Tax Knowledge
- Applies federal, state, and local tax rules accurately within VITA/TCE scope and recognizes issues requiring escalation.
- Uses authoritative resources and current guidance rather than assumptions.
Accuracy and Analytical Judgment
- Reviews each return systematically, identifies discrepancies, documents conclusions, and refuses approval until material issues are resolved.
- Manages detailed work effectively under seasonal deadlines without sacrificing quality.
Coaching and Communication
- Explains technical issues in clear language to preparers and taxpayers.
- Provides respectful, actionable feedback and supports a learning-focused team environment.
Integrity and Confidentiality
- Maintains independence in quality review, protects taxpayer information, and follows ethical and security requirements.
- Escalates fraud, identity, scope, safety, and compliance concerns promptly.
Technology and Organization
- Uses tax software, electronic records, scanners, email, tracking tools, and reference systems efficiently.
- Maintains organized work queues and reliable follow-up for incomplete or corrected returns.
Qualifications (Education and Experience)
Education
- High school diploma or equivalent required.
- Associate or bachelor's degree in accounting, finance, business, or a related field preferred.
Experience and Credentials
- At least two tax seasons of successful VITA/TCE or comparable individual income-tax preparation experience strongly preferred.
- Demonstrated experience quality-reviewing federal and state individual income-tax returns preferred.
- Ability to obtain and maintain IRS Volunteer Standards of Conduct, Intake/Interview and Quality Review, Advanced, and all state, local, specialty, or quality-review certifications required by CWF.
- Strong knowledge of Form 1040 preparation, refundable credits, filing status, dependency, income documents, deductions, banking information, and state or local return requirements within assigned scope.
- Strong attention to detail, tax research ability, professional judgment, customer service, and written and verbal communication skills.
- Proficiency with tax preparation software, computers, email, Microsoft Office, and electronic document tools.
- Bilingual or multilingual ability is valued based on community and site needs.
Supervisory Responsibilities
Does not normally exercise formal personnel supervision. Provides functional guidance, technical coaching, work review, and correction instructions to Tax Associates, interns, and volunteers. May act as site lead only when formally designated by tax operations leadership.
Other Specialties, Certifications, Physical Requirements, and Work Conditions
- This is a temporary, seasonal position. Work dates, weekly hours, assigned location, and continuation of employment depend on tax-season needs, funding, site schedules, performance, and client demand.
- Regular, predictable attendance is required. Evening, weekend, extended, and holiday hours may be required during training, site launch, peak filing periods, deadlines, and closeout.
- The position may operate at CWF offices, tax sites, partner facilities, community locations, or in an approved virtual setting and may be reassigned based on operational need.
- The position routinely uses computers, phones, tax software, appointment and data systems, scanners, printers, and other office equipment.
- The position requires prolonged sitting or standing, frequent interaction with the public, movement throughout the tax site, and the ability to lift or move materials weighing up to 10 pounds.
- The employee must maintain taxpayer confidentiality, safeguard personally identifiable information, follow CWF and IRS security requirements, and immediately report suspected privacy or security incidents.
- Employment is contingent upon completing required onboarding, training, background or screening requirements, and IRS certifications established for the assignment.
**THIS POSITION IS FOR THE 2027 TAX SEASON BEGINNING IN JANUARY**
Overview Campaign For Working Families
Campaign for Working Families, Inc. (CWF) champions the financial well-being and economic mobility of individuals and families through programs, advocacy, initiatives, and support systems that promote equitable opportunity and financial stability. CWF believes every individual and family deserves respect, dignity, and access to the tools and information needed to succeed. CWF advances positive change at the policy and grassroots levels through empathy, data-driven decision-making, and collective action. The following core values guide CWF's mission, goals, and service to individuals and families throughout its communities:
- Equity and Inclusion: We believe all individuals and families, regardless of background, race, gender, or socioeconomic status, should have equitable opportunities and access to resources.
- Family-Centered Approach: We prioritize policies and initiatives that support family well-being, stability, and growth, recognizing that strong families are the foundation of thriving communities.
- Collaboration and Partnerships: We value collaboration with organizations, government agencies, businesses, educational institutions, and individuals who share our commitment to working families.
- Data-Driven Decision-Making: We use evidence and data to guide policies, programs, and operational decisions, ensuring that our efforts are effective and impactful.
- Respect and Dignity: We treat every individual with respect and dignity, recognize each person's inherent worth, and work to create systems that uphold these values.
Position Summary
The Virtual Senior Tax Analyst serves as the senior technical resource and independent quality reviewer for CWF’s Virtual Tax services. The Analyst reviews assigned federal, state, and local returns for accuracy, completeness, eligibility, documentation, and compliance with IRS VITA/TCE and CWF standards. Following preparation, the Analyst manages assigned cases through quality review, client review, required authorizations, e-filing, rejection resolution, and confirmed acceptance. The role also provides real-time technical guidance and coaching to virtual preparers and volunteers, including through the Virtual Support Zoom Bridge. The Analyst is accountable for quality, timely case progression, and accurate case records, while the Virtual Tax Site Coordinator retains responsibility for overall inventory, staffing, and production management.
Role and Responsibilities
Return Quality Review
- Complete an independent quality review of every assigned return using the required quality-review method, source documents, completed intake form, taxpayer interview, tax software diagnostics, and applicable reference materials.
- Verify taxpayer and dependent identity information, filing status, income, adjustments, deductions, credits, health-coverage items, banking information, direct-deposit details, state and local returns, consent forms, and required elections.
- Confirm that all intake questions are answered, unclear responses are resolved through taxpayer discussion, supporting documents are reconciled, and required notes or explanations are documented.
- Ensure returns remain within the preparer's and reviewer's certification level, CWF service scope, IRS VITA/TCE scope, and applicable federal, state, and local rules.
- Return incomplete or inaccurate work to the preparer with clear correction instructions and verify corrections before approval.
- Never approve, sign, release, or advance a return that has unresolved discrepancies, missing information, incomplete interviews, unsupported positions, or out-of-scope issues.
Tax Research and Technical Support
- Use current IRS publications, volunteer resource guides, CWF guidance, approved tax-software resources, and authorized escalation channels to resolve tax questions.
- Provide accurate, timely technical guidance to Tax Associates while requiring preparers to remain responsible for their work and develop their knowledge.
- Prepare complex returns only when assigned, appropriately certified, and permitted within program scope.
- Recognize issues requiring referral to tax leadership, a Low-Income Taxpayer Clinic, a paid preparer, legal counsel, or another qualified resource.
- Remain current on tax-law updates, software changes, state and local requirements, CWF procedures, and quality alerts throughout the season.
Coaching and Quality Improvement
- Explain errors and corrections in a respectful, specific, educational manner that strengthens preparer accuracy and independence.
- Track or communicate recurring errors, documentation concerns, training gaps, rejected-return trends, and procedural weaknesses to the Tax Site Coordinator.
- Support refresher training, practice scenarios, peer coaching, and remediation activities assigned by tax leadership.
- Help maintain consistent technical standards among quality reviewers and preparers across shifts and sites.
- Model careful interviewing, documentation, professional judgment, taxpayer communication, and confidentiality.
Production and Workflow Support
- Prioritize quality review of drop-off returns according to assignments, aging reports, taxpayer commitments, filing deadlines, and direction from the Drop-Off Manager or site leadership.
- Communicate correction needs, missing information, out-of-scope issues, or unresolved technical questions to the preparer and Drop-Off Manager promptly.
- Update required return-status records after review and avoid retaining taxpayer documents outside approved workflow or secured locations.
- Support timely completion without approving a return that has unresolved discrepancies, missing interviews, incomplete documentation, or unsupported positions.
Client Service, Compliance, and Site Support
- Explain material return results, corrections, limitations, and next steps clearly without providing legal advice or guaranteeing an outcome.
- Confirm required taxpayer review, signatures, copies, banking verification, and follow-up instructions occur before the return proceeds.
- Follow IRS Volunteer Standards of Conduct, Quality Site Requirements, privacy rules, security procedures, and CWF policies at all times.
- Immediately report suspected identity theft, fraud, coercion, unauthorized access, data exposure, misconduct, or other material risk.
- Assist with site opening, workflow, client routing, technology troubleshooting, return-status follow-up, and closeout as directed.
- Perform related seasonal tax duties assigned by the Tax Site Coordinator or tax operations leadership.
Competencies, Knowledge, Skills and Abilities
Advanced Tax Knowledge
- Applies federal, state, and local tax rules accurately within VITA/TCE scope and recognizes issues requiring escalation.
- Uses authoritative resources and current guidance rather than assumptions.
Accuracy and Analytical Judgment
- Reviews each return systematically, identifies discrepancies, documents conclusions, and refuses approval until material issues are resolved.
- Manages detailed work effectively under seasonal deadlines without sacrificing quality.
Coaching and Communication
- Explains technical issues in clear language to preparers and taxpayers.
- Provides respectful, actionable feedback and supports a learning-focused team environment.
Integrity and Confidentiality
- Maintains independence in quality review, protects taxpayer information, and follows ethical and security requirements.
- Escalates fraud, identity, scope, safety, and compliance concerns promptly.
Technology and Organization
- Uses tax software, electronic records, scanners, email, tracking tools, and reference systems efficiently.
- Maintains organized work queues and reliable follow-up for incomplete or corrected returns.
Qualifications (Education and Experience)
Education
- High school diploma or equivalent required.
- Associate or bachelor's degree in accounting, finance, business, or a related field preferred.
Experience and Credentials
- At least two tax seasons of successful VITA/TCE or comparable individual income-tax preparation experience strongly preferred.
- Demonstrated experience quality-reviewing federal and state individual income-tax returns preferred.
- Ability to obtain and maintain IRS Volunteer Standards of Conduct, Intake/Interview and Quality Review, Advanced, and all state, local, specialty, or quality-review certifications required by CWF.
- Strong knowledge of Form 1040 preparation, refundable credits, filing status, dependency, income documents, deductions, banking information, and state or local return requirements within assigned scope.
- Strong attention to detail, tax research ability, professional judgment, customer service, and written and verbal communication skills.
- Proficiency with tax preparation software, computers, email, Microsoft Office, and electronic document tools.
- Bilingual or multilingual ability is valued based on community and site needs.
Supervisory Responsibilities
Does not normally exercise formal personnel supervision. Provides functional guidance, technical coaching, work review, and correction instructions to Tax Associates, interns, and volunteers. May act as site lead only when formally designated by tax operations leadership.
Other Specialties, Certifications, Physical Requirements, and Work Conditions
- This is a temporary, seasonal position. Work dates, weekly hours, assigned location, and continuation of employment depend on tax-season needs, funding, site schedules, performance, and client demand.
- Regular, predictable attendance is required. Evening, weekend, extended, and holiday hours may be required during training, site launch, peak filing periods, deadlines, and closeout.
- The position may operate at CWF offices, tax sites, partner facilities, community locations, or in an approved virtual setting and may be reassigned based on operational need.
- The position routinely uses computers, phones, tax software, appointment and data systems, scanners, printers, and other office equipment.
- The position requires prolonged sitting or standing, frequent interaction with the public, movement throughout the tax site, and the ability to lift or move materials weighing up to 10 pounds.
- The employee must maintain taxpayer confidentiality, safeguard personally identifiable information, follow CWF and IRS security requirements, and immediately report suspected privacy or security incidents.
- Employment is contingent upon completing required onboarding, training, background or screening requirements, and IRS certifications established for the assignment.
See All 16 Tax Analyst Jobs in Pennsylvania
Find roles in Pennsylvania that match your experience and apply in just a few clicks.
Find Tax Analyst JobsTax Analyst Jobs by City in Pennsylvania
Where Pennsylvania roles are concentrated, by current openings.
Tax Analyst Job Market in Pennsylvania
A snapshot from current Pennsylvania openings, updated as new roles post.
Who's Hiring
What Pennsylvania Employers Look For
The qualifications that appear most often in tax analyst jobs across Pennsylvania.
- Bachelor's degree in accounting, finance, or a related field required by most Pennsylvania employers
- CPA license issued or recognized by the Pennsylvania State Board of Accountancy preferred for senior roles
- Proficiency in tax software such as OneSource, Corptax, or SAP for compliance and reporting tasks
- Experience preparing federal and Pennsylvania state corporate or individual income tax returns
- Strong knowledge of Pennsylvania sales and use tax rules and multi-state apportionment methods
- Ability to research Pennsylvania Department of Revenue guidance and apply it to compliance filings
Tax Analyst Jobs in Pennsylvania: Frequently Asked Questions
How do you become a tax analyst in Pennsylvania?
Most Pennsylvania employers require a bachelor's degree in accounting or finance as the foundation for a tax analyst role. While no Pennsylvania state license is mandatory to work as a tax analyst, earning CPA licensure through the Pennsylvania State Board of Accountancy significantly strengthens your candidacy, especially for senior or public accounting positions. Practical experience with Pennsylvania corporate income tax, sales and use tax filings, and federal compliance is what most hiring managers look for above all else.
Which companies hire tax analysts in Pennsylvania?
Employers hiring tax analysts in Pennsylvania right now include Lutron Electronics, Global Tax Management, and Braskem, based on current listings on Migrate Mate as of November 2026. Pennsylvania's concentration of large corporate headquarters, regional banks, and energy companies means in-house tax department openings appear regularly alongside public accounting firms serving the Philadelphia and Pittsburgh markets.
Which Pennsylvania cities have the most tax analyst jobs?
Pittsburgh, Philadelphia, and Wayne account for the most tax analyst openings in Pennsylvania. Philadelphia dominates because of its dense concentration of corporate headquarters, financial institutions, and regional offices, while Pittsburgh's energy, technology, and healthcare sectors generate consistent in-house tax department demand, and suburban hubs in the Lehigh Valley attract openings tied to large manufacturers and logistics companies headquartered in that corridor.
Are there remote tax analyst jobs in Pennsylvania?
Yes, and more than most fields. About 78% of tax analyst openings tied to Pennsylvania are remote or hybrid as of November 2026, reflecting how much of the work involves software-driven compliance, research, and reporting that translates well to remote settings. The parts of the role most likely to remain fully remote are federal and state income tax return preparation, tax research, and provision work, while roles requiring direct collaboration with finance leadership tend to be hybrid.
How can I get hired as a tax analyst in Pennsylvania with little or no experience?
The most realistic entry path is through a staff accountant or tax associate role at a regional public accounting firm in Philadelphia or Pittsburgh, where firms such as KPMG, EY, and BDO run structured new-graduate programs that rotate candidates through tax compliance work. Large Pennsylvania employers like PNC Financial Services and Comcast also bring on entry-level tax associates from their internship pipelines. Sitting for the CPA exam while in an entry role and gaining hands-on experience with Pennsylvania state returns gives candidates a clear edge over peers without that credential.
Where can I find and apply to tax analyst jobs in Pennsylvania?
You can find and apply to tax analyst jobs in Pennsylvania on Migrate Mate, which lists current openings from employers actively hiring in the state. Find roles that fit your experience and location and apply directly to the employers posting them.
See All 16 Tax Analyst Jobs in Pennsylvania
Find roles in Pennsylvania that match your experience and apply in just a few clicks.
Find Tax Analyst Jobs