Tax Analyst
Cleveland, OH
Our client, a leading financial services company, is seeking a skilled and detail-oriented Tax Analyst to join their dynamic team.
This role offers an excellent opportunity for a tax professional to contribute to the company's tax planning and compliance strategies, with a particular focus on trust taxation.
Key Responsibilities :
- Prepare and review federal and state tax returns for various entities, including trusts
- Conduct tax research on complex issues and provide recommendations
- Assist in tax planning strategies for clients, with emphasis on trust structures
- Collaborate with other departments to gather necessary financial information
- Monitor changes in tax laws and regulations to ensure compliance
- Prepare tax projections and estimates for clients and internal stakeholders
- Assist in responding to tax authority inquiries and audits
- Contribute to process improvements in tax reporting and analysis
Qualifications :
- Bachelor's degree in Accounting, Finance, or related field
- 3-5 years of experience in tax preparation and analysis, preferably in financial services
- Strong knowledge of federal and state tax laws, particularly as they relate to trusts
- Proficiency in tax preparation software and Microsoft Office Suite
- Excellent analytical and problem-solving skills
- Strong attention to detail and ability to meet deadlines
- Effective communication skills, both written and verbal
Preferred Qualifications :
- Master's degree in Taxation or related field
- CPA certification or enrolled agent status
- Experience working with trust taxation and administration
- Familiarity with financial services industry regulations
The ideal candidate will have a solid foundation in tax principles and practices, with a particular interest or experience in trust taxation.
They should be able to work independently while also collaborating effectively within a team environment.
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Manufacturer and distributor of food ingredients and components.Develop existing and new business, targeting independent and corporate food service, restaurants, specialty stores, c-stores throughout the Metro area to achieve top line sales and profit goals and growth.Develop strategy, presentations...
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Perform special projects and assignments as directed by tax managers or the tax director, contributing to various tax-related initiatives. Develop and manage tax provision calculations, including current and deferred tax liabilities, for monthly and year-end processes. Forecast and calculate federal...
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Manufacturer and distributor of food ingredients and components.Develop existing and new business, targeting independent and corporate food service, restaurants, specialty stores, c-stores throughout the Metro area to achieve top line sales and profit goals and growth.Develop strategy, presentations...
Tax Analyst
Undertake special projects and assignments as assigned by tax managers or the tax director, contributing to various tax-related initiatives. Create and oversee tax provision calculations, encompassing current and deferred tax liabilities, for monthly and year-end procedures. Forecast and calculate e...
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Manufacturer and distributor of food ingredients and components.Develop existing and new business, targeting independent and corporate food service, restaurants, specialty stores, c-stores throughout the Metro area to achieve top line sales and profit goals and growth.Develop strategy, presentations...