Tax Analyst – Trust Tax
Wolters Kluwer
full-time
Posted on:
Location Type: Hybrid
Location: Illinois • Kansas • United States
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Salary
💰 $57,400 - $98,350 per year
About the role
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
1041 tax returns1099 tax returnstax estimatestax forecaststax calculationstax documentationtrust tax return conceptstax researchCCH tax softwareMicrosoft Office Suite
Soft Skills
attention to detailoral communicationwritten communicationpresentation skillscollaborationproblem-solving
Certifications
Enrolled AgentCPA