About the Role:
As a Tax Analyst, you will play a pivotal role in managing and preparing complex trust (1041) and 1099 tax records and filings, while providing valuable insights into tax compliance and strategies. This position builds upon foundational knowledge, enabling you to assist in special projects and collaborate with cross-functional teams to ensure the organizations tax obligations are met efficiently and accurately.
Responsibilities:
• 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.
Skills:
• Preferred Tax Knowledge: Deeper understanding of trust and 1099 tax principles and regulations. • Tax Software Proficiency: Competence in using tax preparation software. • Analytical Skills: Ability to analyze tax data and identify trends. • Effective Communication: Clearly conveys tax information to non-experts. • Time Management: Prioritizes tasks to meet strict tax deadlines. • Advanced Research Skills: More adept at researching and interpreting tax code. • Problem-Solving: Identifies and resolves tax issues effectively. • Detailed Reporting: Ability to generate detailed tax reports.
Qualifications
Education: Degree in accounting or taxation, preferred
Experience: • 2+ years' experience preparing and reviewing trust tax returns 1041 experience highly preferred. Will consider candidates who have some knowledge of 1041 returns if they have extensive knowledge of 1040s. • 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. • Ability to interact with internal & external clients, assess business challenges and collaboratively define solutions to address key issues • Excellent oral, written and presentation skills • Self-motivated individual who can work with limited direction, while keeping key stakeholders apprised of project status • Strong attention to detail and ability to spot inconsistencies in large amounts of data being reviewed • Strong PC and business software application skills, including Microsoft office suite - excel • Ability to mentor and assist other team members with questions and/or best practices • Ability to work effectively in a fast-paced, fluid environment handling multiple tasks and projects concurrently while implementing best practices and focusing on attention to detail • Paramount communication skills
Travel Requirements N/A
Physical Demands Normal office environment
Interview Practices
To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts. Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we're getting to know you-not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process.
Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.
Compensation $57,400.00 - $98,350.00 USD
This role is eligible for Bonus.
Compensation range listed is based on primary location of the position. Actual base salary offer is influenced by a wide array of factors including but not limited to skills, experience and actual hiring location. Your recruiter can share more information about the specific offer for the job location during the hiring process.
Additional Information
Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to:
Medical, Dental, & Vision Plans 401(k) FSA/HSA Commuter Benefits Tuition Assistance Plan Vacation and Sick Time Paid Parental Leave
Full details of our benefits are available upon request.
At Wolters Kluwer, we excel at creating content solutions for use in a professional context in the fields of health, corporate services, finance, tax, accounting, law, regulation, and education. We are professionals serving professionals and are committed to delivering essential content, software, and services to help our customers make their most critical business decisions. Utilizing the latest in information technology, we ensure that our customers have the solutions they need, when they need them, and in the media best suited to their requirements. When we achieve this, we deliver on our goal of being the market leader in content in context.
Partners in Innovation
Wolters Kluwer professionals are continuously engaged in an ongoing exchange of expertise and ideas with our customers about their work. This partnership in innovation is at the heart of meeting our commitment to the lawyers, doctors, nurses, tax advisors, teachers, and business executives we serve. Knowledge of their professional workflows and the ability to apply emerging technologies to make them more efficient and productive are at the heart of this partnership.
Leading Positions and Brands
Strong market positions are very important to our business strategies at Wolters Kluwer, and we value the leading positions we hold in most of our markets. Across all of our markets, we own strong, enduring brands in North America such as Adis International, Aspen Publishers, Bankers Systems, CCH, ClineGuide, CT Corporation, Kluwer, Facts & Comparisons, IFI Claims, Lippincott Williams & Wilkins, Loislaw, Medi-Span, Ovid Technologiesand Skolar. These brands have promised and delivered high quality information for decades, and we are committed to continuing to do everything necessary to earn, retain, and expand leadership positions in our selected markets.