Supports federal and state tax compliance and tax accounting for multiple legal entities. Responsibilities include preparing book-to-tax adjustments, tax workpapers, income tax returns, ASC 740 tax provisions, current and deferred tax analyses, tax research, audit support, tax notice responses, and maintaining compliance documentation. The role collaborates with accounting and finance teams and uses tax software, research platforms, Excel, and automation tools.
As a Tax Analyst II, you play a key role in supporting Rocket's federal tax compliance and tax accounting functions. You are detail-oriented, take ownership of your work, and are motivated to continuously learn and grow within a dynamic corporate tax environment. In this position, you will prepare and analyze tax-related workpapers, support tax provision calculations, research tax issues, and ensure compliance with federal and state tax regulations. Your analytical skills and commitment to accuracy will directly impact the company's tax strategy and regulatory compliance.
About the r ole
About y ou
Minimum Qualifications
Preferred Qualifications
What y ou'll g et
Our team members fuel our strategy, innovation and growth, so we ensure the health and well-being of not just you, but your family, too! We go above and beyond to give you the support you need on an individual level and offer all sorts of ways to help you live your best life. We are proud to offer eligible team members perks and health benefits that will help you have peace of mind. Simply put: We've got your back. Check out our full list of Benefits and Perks.
About u s
Rocket is a Detroit-based company made up of businesses that provide simple, fast and trusted digital solutions for complex transactions. The name comes from our flagship business, now known as Rocket Mortgage®, which was founded in 1985. Today, we're a publicly traded company involved in many different industries, including mortgages, fintech, real estate and more. We're insistently different in how we look at the world and are committed to an inclusive workplace where every voice is heard. Apply today to join a team that offers career growth, amazing benefits and the chance to work with leading industry professionals.
This job description is an outline of the primary responsibilities of this position and may be modified at the discretion of the c ompany at any time. Decisions related to employment are not based on race, color, religion, national origin, sex, physical or mental disability, sexual orientation, gender identity or expression, age, military or veteran status or any other characteristic protected by state or federal law. The c ompany provides reasonable accommodations to qualified individuals with disabilities in accordance with applicable state and federal laws. Applicants requiring reasonable accommodations in completing the application and/or participating in the application process should contact a member of the Human Resources team, at [email protected] .
About the r ole
- Prepare and analyze book-to-tax adjustments and supporting workpapers used to calculate taxable income for multiple legal entities on a monthly, quarterly, and annual basis.
- Coordinate with accounting and finance teams to gather, validate, and analyze financial data required for tax compliance and tax accounting activities.
- Support the preparation and review of federal and state income tax returns ensuring timely and accurate filings.
- Assist with quarterly and annual income tax provision calculations in accordance with ASC 740, including current and deferred tax analyses.
- Research and document federal and state tax issues, regulations, and legislation to support compliance and planning activities.
- Prepare responses to tax notices and assist with federal and state income tax audits as needed.
- Maintain tax records, workpapers, and supporting documentation in accordance with internal controls and compliance requirements.
About y ou
Minimum Qualifications
- Bachelor's degree in Accounting, Finance, or a related field.
- 2-4 years of tax experience within a public accounting firm or corporate tax department.
- Experience supporting federal and/or state income tax compliance and tax return preparation.
- Experience with income tax provisions and ASC 740.
- Experience utilizing tax compliance and provision software such as OneSource, CorpTax, or similar platforms.
- Foundational knowledge of tax accounting concepts, including book-to-tax differences.
- Strong analytical, organizational, and problem-solving skills.
- Advanced proficiency in Microsoft Excel.
Preferred Qualifications
- Exposure to federal income tax audits, tax research, or tax planning activities.
- Experience with tax research platforms such as Thomson Reuters Checkpoint, Bloomberg Tax, or CCH.
- Familiarity with Alteryx, automation tools, AI-enabled solutions, or other technologies used to improve tax processes.
- CPA certification or progress toward CPA licensure.
- Master's degree in Taxation or Accounting.
What y ou'll g et
Our team members fuel our strategy, innovation and growth, so we ensure the health and well-being of not just you, but your family, too! We go above and beyond to give you the support you need on an individual level and offer all sorts of ways to help you live your best life. We are proud to offer eligible team members perks and health benefits that will help you have peace of mind. Simply put: We've got your back. Check out our full list of Benefits and Perks.
About u s
Rocket is a Detroit-based company made up of businesses that provide simple, fast and trusted digital solutions for complex transactions. The name comes from our flagship business, now known as Rocket Mortgage®, which was founded in 1985. Today, we're a publicly traded company involved in many different industries, including mortgages, fintech, real estate and more. We're insistently different in how we look at the world and are committed to an inclusive workplace where every voice is heard. Apply today to join a team that offers career growth, amazing benefits and the chance to work with leading industry professionals.
This job description is an outline of the primary responsibilities of this position and may be modified at the discretion of the c ompany at any time. Decisions related to employment are not based on race, color, religion, national origin, sex, physical or mental disability, sexual orientation, gender identity or expression, age, military or veteran status or any other characteristic protected by state or federal law. The c ompany provides reasonable accommodations to qualified individuals with disabilities in accordance with applicable state and federal laws. Applicants requiring reasonable accommodations in completing the application and/or participating in the application process should contact a member of the Human Resources team, at [email protected] .
Rocket Companies Lake Forest, California, USA Office
Rocket Companies Lake Forest, CA Office
25500 Commercentre Dr, Lake Forest, California, United States, 92630
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