Tax Analyst

Overview

• The Tax Analyst role offers a dynamic opportunity to contribute to tax compliance and planning for high-net-worth individuals and entities.
• Engage in preparing federal and state tax returns, including specialized filings for trusts, partnerships, and private foundations.
• Collaborate with managers and team members to ensure timely and accurate tax submissions and projections.
• Utilize advanced tax software and tools to streamline processes and enhance efficiency.
• Contribute to foreign filing disclosures and reports, ensuring compliance with international tax regulations.
• Hybrid work environment offering flexibility and work-life balance with competitive benefits.
• Opportunity to grow professionally within a supportive and collaborative team setting.

Key Responsibilities & Duties

• Prepare federal and state tax returns for individuals, partnerships, trusts, and private foundations.
• Develop quarterly tax estimate projections and analyze financial data for accuracy.
• Handle foreign filing disclosures and reports, ensuring compliance with international tax laws.
• Respond to federal and state tax notices effectively and efficiently.
• Collaborate with managers to address complex tax issues and provide solutions.
• Utilize tax software and tools such as GoSystem, BNA, and QuickBooks for tax preparation and planning.
• Maintain compliance with tax deadlines and regulatory requirements through organized and analytical approaches.

Job Requirements

• Bachelor’s degree in Accounting or a related field is required.
• 1-3 years of experience in tax preparation, preferably in public accounting.
• CPA or EA certification preferred, or actively pursuing licensure.
• Proficiency in tax software such as GoSystem, BNA, QuickBooks, and Microsoft Office.
• Strong analytical and organizational skills to meet various tax deadlines.
• Ability to effectively communicate with managers and team members.
• Hybrid work arrangement with competitive benefits including bonuses and profit sharing.