Tax Analyst Associate (Hybrid in CA)
Core
Support fiduciary income tax reporting and financial planning by reviewing tax information, preparing returns, and assisting with tax projections.
Role type
Associate tax analyst
Builds
Tax returns, estimates, and informational forms for investment types and trusts
Domain
Finance / Tax
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
fiduciary income tax reporting, reconciliation, tax return preparation, tax projections, tax notices response, tax/estate/financial planning, tax worksheet generation, tax withholding returns, tax return processing quality control, trust accounting data review, tax procedure drafting
Preferred skills
knowledge of mutual funds, MLPs, OID, UITs, MBS, REMICs
Technologies
FIS Addvantage, OneSource Trust Tax
Responsibilities
Review fiduciary income tax returns and coordinate payments; monitor tax return preparation; assist with quarterly tax projections; address tax notices; assist with tax, estate, and financial planning; generate annual tax worksheets; coordinate filing of tax informational forms; prepare tax withholding returns; oversee tax return processing; perform monthly trust accounting data reviews; work on special projects.
Seniority
Entry-level, hands-on IC
