Tax Analyst – Trust Tax

Role Overview

• Prepare and file intermediate-level 1041 and 1099 tax returns and documentation
• Maintain comprehensive and updated tax records
• Assist in the preparation of tax estimates and forecasts
• Collaborate with internal teams to gather necessary data for tax filings
• Review and ensure accuracy in tax calculations and submissions
• Conduct research on current tax laws and regulations
• Respond to more tax inquiries from internal and external stakeholders
• Identify and address discrepancies in tax documentation

Requirements

• Degree in accounting or taxation, preferred
• 2+ years’ experience preparing and reviewing trust tax returns 1041 experience highly preferred
• Strong understanding of trust tax return concepts
• Extensive usage of tax software, preferably CCH
• Public accounting and/or bank/trust background
• Enrolled Agent, CPA a plus.
• Excellent oral, written and presentation skills
• Strong attention to detail and ability to spot inconsistencies
• Strong PC and business software application skills, including Microsoft Office Suite
• Excel

Benefits

• Medical, Dental, & Vision Plans
• 401(k)
• FSA/HSA
• Commuter Benefits
• Tuition Assistance Plan
• Vacation and Sick Time
• Paid Parental Leave