Tax Analyst
Core
Assists with federal, state, and local tax compliance, accounting functions, and financial reporting for a distributed retail mortgage lender.
Role type
Tax Analyst
Builds
Accurate tax returns, financial reports, and compliance documentation for a mortgage banking firm.
Domain
Financial Services / Mortgage Banking / Tax Compliance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Tax compliance, ASC 740, tax account reconciliations, indirect tax returns, tax provision calculations, tax legislation monitoring, tax research, Microsoft Excel, ERP systems
Preferred skills
CPA certification, Master of Taxation, tax compliance software, tax provision software, financial services industry experience
Technologies
ASC 740, ERP systems, tax compliance software, tax provision software
Responsibilities
Prepare federal, state, and local income tax returns and supporting documentation; Assist with monthly, quarterly, and annual tax provision calculations; Prepare indirect tax returns including sales, use, and gross receipts taxes; Assist with tax audits and resolve outstanding tax issues; Monitor new tax legislation and document implications; Research and document tax technical matters.
Seniority
Junior to Mid-level, hands-on IC