Tax Analyst - Trust Tax

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 organization's 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

The above statements are intended to describe the general nature and level of work being performed by most people assigned to this job. They are not intended to be an exhaustive list of all duties and responsibilities and requirements.

Our 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, and Paid Parental Leave. Full details of our benefits are available upon request.

EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.