Job Title: Individual Tax Analyst
Job Location: St. Loui, MO 63102 (preferred) / Charlotte, NC 28262 (hybrid)
Job Duration: 6-12 Months + possible extension
Client: Financial Services
Additional Information For Posting
Deliver superior customer service and specialize subject matter expertise to individual tax clients.
Work with Wealth Management partners to deliver sophisticated income tax planning advisory services for CLIENT’s highest net worth and most influential clients.
Serves as an expert resource for Wealth Management partners on client income tax planning strategies directed to high-net worth individuals.
Communicate with senior leadership team to provide operational strategies and efficiency opportunities.
Represent the business to various taxing agencies, including federal, state and local.
Serve as liaison between outside tax preparation vendor and CLIENT by sharing of information, collaborating on preparation of individual, gift and partnership income tax returns; and assist with inputting of various tax-related information into software programs and CLIENT systems.
Participate in various projects to support CLIENT and business initiatives, including strategic planning to evolve CLIENT’S tax offering.
Responsible for the calculation, preparation, and processing of all individual, gift and partnership income tax returns.
Support and oversee the preparation and implementation of tax filings of trusts and estates.
Prepare and implement debits on individual and trust accounts for tax payments, including tax filings, tax estimates and tax extensions. Prepare and file all related tax payments, including quarterly estimates, tax payments, and extension payments with the various taxing agencies
Tax Management
Provides consulting and information-sharing tax services for the organization and ensures that all appropriate tax regulations are followed.
Key Responsibilities and Duties
Monitoring appropriate federal, state and local tax regulations and obligations.
Preparing appropriate tax forms and instruments for filing with federal, state and local jurisdictions.
Working with business units to keep them informed about tax implications of their operation.
Helping junior staff learn the appropriate regulations, filing procedures and internal communication needs.
Educational Requirements
University (Degree) Preferred
Work Experience
5+ Years Required; 7+ Years Preferred
Physical Requirements
Physical Requirements: Sedentary Work
