Tax Law Analyst – Gifts & Trusts

Responsibilities:

• Conduct detailed analysis of simple to moderately complex tax issues, focusing on developments affecting estates, gifts, and trusts.
• Update and refine our Tax Management Portfolios and other resources to reflect recent changes in tax legislation and regulations.
• Edit and verify the accuracy of contributed content, ensuring it meets our standards for clarity, accuracy, and relevance.
• Maintain and develop your expertise in tax law, staying current on legal developments to provide authoritative guidance to our users.
• Collaborate on new product initiatives and enhancements, contributing to the expansion of our tax solutions.
• Support the sales, marketing, and customer experience teams with expert knowledge and insights.
• Undertake additional responsibilities and participate in special projects as needed.

Qualifications:

• Required: Bachelor’s degree and a professional certification (J.D. or CPA).
• Preferred: Tax LL.M. or Master of Science in Taxation (MST).
• At least three years of relevant experience, with a strong foundation in the taxation of estates, gifts, and trusts.
• Excellent analytical and organizational skills, with the ability to manage multiple projects effectively.
• Strong communication skills, capable of presenting complex tax concepts in clear and accessible language.