The Tax Analyst reviews and assists in the preparation of individual and trust tax returns. Working under general supervision, this job assists in the completion of individual tax returns (1040), trust tax returns (1041), informational returns, withholding forms and other tax compliance forms. This job provides clear and well-organized documentation including detailed calculations and analysis, and prepares and maintains procedural and technical documentation.
Key Responsibilities and Duties- Prepares tax reporting in a timely fashion and in accordance to tax code and laws and the organization's tax preparation policies and practices.
- Reviews data from trust accounting platform for errors and omissions.
- Assists in tax setup processes for new clients and new trusts, including entering prior trustee transactions.
- Gathers tax documentation to assist in the preparation of tax returns.
- Calculates and monitors estimated tax payments and foreign and state withholding.
- Works with assigned clients to assist to gather necessary information in order to complete their tax returns while coordinating with the outside tax preparation vendor.
Educational Requirements- University (Degree) Preferred
Work Experience- 2+ Years Required; 3+ Years Preferred
Physical Requirements- Physical Requirements: Sedentary Work
Career Level6IC
Required Skills:- Hands-on experience working on (1040) tax returns.
Related Skills
Accountability, Adaptability, Analytical Skills, Collaboration, Communication, Compliance, Critical Thinking, Data Entry/Validation, Taxation
Anticipated Posting End Date:2026-07-10
Base Pay Range: $70,000/yr - $94,600/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Benefits and Total RewardsThe organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.
